Sentences with phrase «business advisor clients»

I work hard not to be the lawyer that gives lawyers a bad name but rather to be the trusted business advisor clients value.

Not exact matches

As I have repeatedly said over the years, I do not believe that the overwhelming majority of advisors - be they wirehouse, hybrid, independent or RIA - have gotten into this business because they want to work against their clients.

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

Your qualified business advisor, who is experienced in helping clients prepare and sell their businesses, can give you a good indication of what the current state of the market is.

If professional advisors are challenged in keeping up with complex and evolving regulatory requirements in their own business, certainly their clients must feel completely in the dark.

Understanding current and foreseeing future client needs is fundamental to helping your business flourish, as this helps you grow into a trusted advisor to your customer base.

«Frank made it his business to know so much about feed corn [the food that chickens eat] that he became his clients» advisor,» Mitzi explains.

The initiative offers BEST to SBDC business advisors at no cost as part of an overall program to analyze a client's business concepts.

Also seek suggestions on how to improve your business from advisors such as your accountant and lawyer — and your clients.

The team is not only awesome, but so are the other clients that have become some of my closest friends, advisors and sometime business partners.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

The advisors that will win business are the ones who go out and pound the pavement, telling clients, «I'm going to be acting in your best interest, and I'm asking you to consolidate your assets with me.

Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client assets.

As Director of Business Development Australia Grace supports Morrow Sodali's growing portfolio of ASX listed clients, including developing key relationships with directors, institutional shareholders and deal advisors.

Ben utilizes his experience to help him serve as an advisor to small business owners and has had great success in assisting clients with expansions, acquisitions, and financing of owner occupied real estate.

As I have repeatedly said over the years, I do not believe that the overwhelming majority of advisors — be they wirehouse, hybrid, independent or RIA — have gotten into this business because they want to work against their clients.

During their discussion on what's top of mind for advisors, Randy Conner, president of Churchill Management Group, noted that given the market turmoil, a «hyper - focus» of advisors» business should be on acquiring clients and building on those relationships — new and current ones.

As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense ®.

The ultimate goal of CMIT local owners is not just to win business but keep it over years, even decades, by becoming trusted technology advisors to business clients.

In your role as business advisor, you will provide guidance, solutions and, of course, advice to your clients to help them grow, buy, or sell their businesses.

Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in assets under administration.

Whether you are looking to launch a new operational effectiveness initiative, implement a new business process, revitalize your strategic plan, or solve a complex challenge with your manufacturing or service delivery operations, I provide clients with a trusted advisor, strategist, and planning partner to develop a process and methodology for a successful implementation that delivers results.

Canadian Western Trust is a trusted name for a growing base of clients in the business of retirement, trustee and custodial solutions for financial advisors, corporations and individuals.

Despite the foregoing, MaRS may leverage its network (including for example external advisors, mentors, business contacts and investors) to provide the Services, and may share high level Confidential Information regarding Client's business or technology with its network for the purpose of providing the Services or supporting the provision of services to Ontario startups and innovative companies generally.

As a client of MaRS» Cleantech Practice, Water Power Group worked with MaRS advisors, in particular Paul Mertes and Tom Rand, to develop its business plan and strategy, as well as secure its investors.

Having a succession plan and ensuring the continuity of business — not only for the advisor, but for the clients they are charged with protecting — is an integral aspect in business of any kind.

Annex is a fast - growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.

Smith Publicity business authors, some of whom have been with us for years, have found that such credibility attracts new clients and can substantially increase their income as a consultant, advisor, trainer or upper - level manager.

Tom Deans, author of Willing Wisdom and Every Family's Business, recently launched a digital resource financial advisors can share with clients.

And for clients with pass - through businesses, advisors should review how the deduction equal to 20 % of their business income would affect their overall financial standing, he tells the publication.

When I was an advisor, I inherited a book of business and unfortunately many of the clients were in B - shares.

His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures.

Form ADV Part 2 acts as a disclosure document for clients of the business and includes information such as advisory services offered, advisor's fee schedule, whether the investment advisor acts as a broker - dealer and transacts securities, disciplinary information, and conflicts of interest.

«I think it's a business model that will appeal to people since it complements robo - advisor investment services,» says Birenbaum, a certified financial planner who founded the firm Caring for Clients almost two decades ago.

A LendingClub client advisor can help you navigate how you use your business loan funds and budget for repayments.

One unique benefit that comes with LendingClub small business loans is access to a client advisor.

The 10 - second take: What you need to know about how financial advisors are changing the way they do business as well as their fee structure — and why it's better for you as a client.

While every argument has their pros and cons, it is bad for business if clients are switching to advisors who believe in this approach, as opposed to proponents of active - management, who in many ways have built this industry and make up the mainstream.

The three U.S. - based academics who wrote «The Misguided Beliefs of Financial Advisors» (Kelley School of Business Research Paper No. 18 - 9) reviewed 14 years of trading and portfolio data from more than 4,000 advisors and nearly 500,000 clients at two Canadian MFDA Advisors» (Kelley School of Business Research Paper No. 18 - 9) reviewed 14 years of trading and portfolio data from more than 4,000 advisors and nearly 500,000 clients at two Canadian MFDA advisors and nearly 500,000 clients at two Canadian MFDA dealers.

Our expert advisors establish an executable plan for healthy company growth and value - added exit from our clients legacy businesses.

He is one of the leading European experts in climate change communications, is a lead advisor to the Welsh Government, and counts major environmental organizations, politicians, faith groups, businesses, and trade unions among his clients.

My clients appreciate working with me because of my perspective as an expert legal marketing consultant and legal business advisor, and an expert in this area.

The experienced Tampa Business attorney advisors represent large or small business clients, assisting both business owners and management in a comprehensive range of business and commercial law services in Business attorney advisors represent large or small business clients, assisting both business owners and management in a comprehensive range of business and commercial law services in business clients, assisting both business owners and management in a comprehensive range of business and commercial law services in business owners and management in a comprehensive range of business and commercial law services in business and commercial law services in Florida.

Tampa business lawyer advisors at Bivins & Hemenway, P.A., are committed to providing high - quality legal services to clients in a timely, practical and effective manner that emphasizes value and personal attention.

With the diversified law practice of services for business clients the Tulsa employment claims law firm offers, the employment advisors embrace their business savvy for negotiating contracts, stock options, and non-competes, but are experienced and prepared for litigation if necessary.

At the Tulsa business law firm, business lawyer counselors and advisors work with their clients, large or small, corporations, limited liability companies, partnerships or individuals, assisting business owners and management in a comprehensive range of business and commercial law services, including, and without limitation:

The firm's Tampa business lawyer advisors counsel clients with their decision to initiate a lawsuit and, once initiated, provide representation throughout the litigation process.

The lawyers create lifelong clients who not only seek legal advice, but also want a trusted advisor who understands their business needs, has concern for the protection of their families, and is responsive to all questions and concerns.

This one is low - hanging fruit, but considering the amount of time and effort that clients put into negotiating their deals (from business stakeholders to legal advisors), I find it odd that some vendors still persist in referencing expiration dates in their SOWs.

You can only truly become a trusted advisor by gaining intimate knowledge of the clients» business and the industry within which it operates.