Sentences with phrase «between meeting client»

The challenge is to find a good balance between meeting the client's needs and not being exposed to unreasonable risk and liability.

Not exact matches

We only have so many hours in the day, and if it's between a trail run or a client meeting, I'll reschedule the meeting.

If I don't eat, I'm miserable, so even if I'm hopping between client or prospect or vendor meetings, I'll stop en route or drive to a Tim Hortons to pick up some food.

Currently, many relationships between investment pros and retirement clients are required only to meet a «suitability» standard.

«There is some flexibility, but if there is a conflict between a trail run I need to get in and a meeting with a client, I'll reschedule the client meeting first.

Custom, client - specific email newsletters are a great way to keep your brand top of mind between in - person meetings.

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

When you're scheduling meetings between clients, vendors, and your employees, things can get sloppy real quick if you're not organized.

Fluent in Spanish, Brian lives between New York City and Colombia, but travels around the world to deliver speeches and meet with clients.

Allan Roth, a financial planner at Wealth Logic in Colorado Springs, Colo., says he recently met with three new clients, each holding between $ 8 million and $ 30 million in cash — all in bank or brokerage money - market accounts earning as little as 0.01 % annually.

While talking about engagements between Glass Lewis and the companies we cover, Aaron pointed out that Glass Lewis does not meet as a representative of our clients but seeks to get a better understanding of the unique governance situation at each individual company.

«This places care workers in the invidious position of having to choose between providing lonely and vulnerable clients with care visits that meet their individual needs and fulfilling their payment - by - results contract,» Ryan says.

Mr. Howe, a veteran lobbyist and longtime Albany insider, had been trying to arrange a meeting between one of his clients, Steven Aiello, and top state officials, and he had just learned that Gov. Andrew M. Cuomo himself might drop in.

Instead I realised that what I loved was the role of go - between, forming a bridge between creative team and client to ensure that the end product met the client's needs.

In between client sessions and business meetings, I'm folding laundry and...

My days are split between traveling all over Los Angeles for meetings, working from coffee shops, developing recipes and photographing them in my kitchen, filming YouTube videos, and Skyping or meeting my clients.

During those times when it's not convenient for me to eat my vegetables such as during a meeting or in between training clients (when I'm in a hurry), I take a tablet of Fields of Greens supplement with my meal.

I find that boots can be so tricky to get right — these are pretty darn perfect for everyday — they bridge the gap between something cool enough to wear at the weekend, and smart enough to wear to a client meeting.

Today, the experienced team arranges mutually beneficial relationships between clients who want to meet someone who's the real deal.

As matchmakers, this is something we are challenged with every day — supporting our clients in moments of insecurity, understanding chemistry and how that can operate beyond skin level, predicting attraction between two individuals who have never met... this is our jam, so to speak.

Madeline finds herself drawn to Adrian's unconventional sensibilities, but conflict eventually arises between the two when Madeline's eccentric clients don't meet Adrian's ideas of what art should be.

An introduction meeting between your team and the client's team will be helpful in understanding who is involved in the project and what exactly the client has in mind for it.

During this very first meeting with the client, trust is built between the two parties, and building trust with the client at the beginning will make your life easier later on, as both parties know exactly what to expect in terms of the eLearning course (s) to be developed as far as content and quality are concerned.

Our clients use our essay services again and again because they see the difference between us and other sites custom essays we deliver are of premium quality and meet their requirements.

I want to begin by emphasizing that the below script is not comprehensive has not been taken from a transcript of an actual bankruptcy consultation but rather represents a generalized account of a dialogue that would commonly be seen at the initial meeting between lawyer and client.

Transcription: «The question I often get when I meet with clients is, «what's the difference between a traditional IRA and a Roth IRA?»

Studies have shown that upon the initial meeting between you and your client, it usually takes less than two minutes for them to form an opinion as to whether or not they feel confident in your ability to do the job.

Managing my time between portfolio management, client meetings and Internet activity consumes the bulk of my personal time.

When you arrive at the Bailey Small Animal Teaching Hospital, clients may have the opportunity to meet Client Advocate Nancy Wagner, who is committed to being an effective liaison between owner's needs and those of the hospital faculty and staff, and to creating a warm welcoming atmosphere where clients and patients are cared for with compassion and friendliness.

Day or Night...... large or small, from informally fun to formally festive or somewhere in between, the Santa Barbara Museum of Natural History and Sea Center offer the perfect settings for rehearsal dinners, weddings, receptions, board meetings, corporate events, client entertainment, and social celebrations.

Meet with a colleague or client to discuss business, or simply relax in between meetings and soak in the warmth of the fire.

Coworking spaces also offer opportunities to bounce ideas off of other attorneys, refer cases to one another, or just enjoy a bit of water - cooler conversation in between client meetings.

And remember that there is a difference between your client's explanation of their goals and your ability to accept an offer meeting those goals.

«All I did was arrange a meeting between the client and... [more]

It's a bit of a daunting situation, one that I believe calls for a refocus and collaboration between legal tech entrepreneurs and attorneys to met the collective clients» needs.

Timothy Tan and P. Jeya Putra, Senior Directors of AsiaLegal said: «It is hoped that with the FLA and the shared synergies between HFW and AsiaLegal, we will be able to provide our clients with a more effective, comprehensive and international platform to meet their increasingly complex and multi-jurisdictional legal needs.

Frankly, I wavered between thinking it would be great for client meetings and then wondered if it was really that helpful.

Three, if I give a potential client some homework between our initial call and initial meeting, and they don't do it, I will generally turn down the case.

I often have lunch meetings with clients, the occasional closing dinner or client dinner and I get home between 7:30 p.m. and much later if we are in the middle of a negotiation.

It seems as though Stern's office has an open - door policy for her clients» families; later on we discover that she is hiding a client's young son in the office, unbeknown to the father, during a difficult meeting between his parents.

It's possible, but I am sure that a huge majority, a huge number of lawyer client relationships go right off the rails at the first meeting, at the initial retainer when the client comes in and starts talking about what they want and at some point, the lawyer's going to interrupt them and I saw a study once that said the amount of time between when the client starts speaking and a lawyer interrupts them is at seven seconds, which I can totally believe, right?

As your days become increasingly busier and you string together multiple client meetings, you'll need a place to stay in - between.

And it can be a fine line, as the roundtable panelists point out, between seeming like a troublemaker and being the person who stands up and asks for what you deserve; be it a file, a chance to argue first chair, inclusion on the committee that decides how partnership monies will be divvied up, or even attending and being part of client meetings.

Non-drinking clients (there weren't many) were scheduled to meet on the phone or in the office between the hours of 9 am and Noon so I was sober without any smell of alcohol on my breath, but not so early that I didn't have a little time to recover from the previous night's drinking.

In his book on legal services regulation, Noel Semple posits that choice is a «key interest» of clients and that «clients are better off if they can choose between service options at different price and quality points, assuming that all of them meet a basic quality threshold.»

We would like to invite you and your client to meet with us to discuss an alternative means to resolve this matter in a way that is fair to our clients and respects the mandate of yours... We are of the opinion that, viewed objectively, the state of the evidence to this point demonstrates that this prosecution has no reasonable prospect of success... You have no evidence to respond to our experts and, it seems to us, no reasonable basis to expect they will be disbelieved... We think you will agree that an objective review of Mr. Marschdorf's evidence exposes serious weaknesses in the prosecution case and significant areas of agreement between the defence and your only witness... You are dependent on a theory advanced by Mr. Osborne which misconceives the law.

Communication between meetings between each lawyer and his or her individual client, between the lawyers, and among all team members

The following will not be protected by EU legal professional privilege: legal advice of a general nature (ie, not connected to the client's rights of defence or the subject matter of the investigation), internal company communications with an in - house lawyer, communications between a company and its external lawyer qualified only in the US, internal reports or documents that were sent to a lawyer but that were not created for the exclusive purpose of seeking legal advice and file notes of meetings with lawyers, unless those notes record advice received from an EEA qualified external lawyer, and documents created during an internal investigation (where the client's rights of defence are not engaged).

And And lawyers» pay and advancement within their firms almost invariably require that they meet a quota of hours billed — compounding the needless conflict between lawyers and the clients they're meant to serve.

With periodic check - in meetings between client personnel and me to evaluate progress and conduct course corrections.