Sentences with phrase «client information gathered»

They'll request and review a lot of documents, including communications with the public and the type and extent of client information gathered by the advisor in order to make their investment recommendations.

Not exact matches

According to Emily, the only way it would feel like hard work would be if she were faking her skills, doing things like Googling or researching her clients ahead of time in the hopes of gathering information.

On these visits, the manager would gather information on the local regulatory environment, and also set up meetings with current or potential clients.

Make sure the document includes all the information you've gathered so far: supplier contact information, backup suppliers, employee contact information, the roles and responsibilities of key employees, major client contact information, backup equipment and IT data, and the place of the off - site recovery location.

Art Sobczak, president of BusinessbyPhone.com, encourages sales reps to learn more about potential clients through social engineering, which essentially entails gathering outside information from others that will enable you help your prospect.

The company had unfettered access to Facebook users» information, which it gathered up through quizzes and later sold as reports to clients.

Retain Client's Acknowledgement of, and agreement with, the information gathered.

The information was gathered from 17 household digital money trades and exchanging stages following FSA examinations concerning know - your - client (KYC) direction adherence.

He has traveled extensively internationally — from Asia to South America to Europe — to gather firsthand knowledge and information, and has shared his observations and perspectives with clients and team members.

Gather the information and data points prior to discussing with your client, so they have a clear idea of what will be included in the study.

People often ask me how I gather the information I give to clients during psychic readings.

Randy has always read the bodybuilding magazines and has spent time online gathering information on the various theories about training and nutrition, but now that he was on the verge of training clients for a living, he'd been absorbed in research.

You also work with a practice client of your choosing throughout the year, applying what we have learned and developing a plan for them based on information gathered from an initial interview, food journals, and a Nutritional Assessment Questionnaire (basically an analysis of symptoms).

The matchmaking service interviews each client on the phone or in one of their offices, and uses the information gathered to find suitable matches and arrange dates that fit each person's calendar.

Another reason for sponsorship of a site is to gather market information about prospective clients and customers.

Don't forget to gather only the important information about your clients as you may use this for compiling a profile listing.

As with any learning development project, we start by gathering information from the client and Subject Matter Experts about the topic.

This stage falls largely on the client's shoulders, where you'll need to gather and send your process information to the LMS vendor.

Because of the way things have evolved in the past year or so, I've found myself gathering a lot of information, and forming a lot of opinions, in two key areas: firstly, life purpose and career design (the original subjects of my coaching practice and this blog) and latterly, real food, cooking and ancestral health (as a result of my own dietary experimentations and my work with clients — and as one of the original contributors to the Paleo Diet News website).

Credit reference bureaus gather information to help them reach the score, which can help lenders avoid risky clients.

Debt management companies gather information about a client's debt obligations and work with creditors to negotiate an acceptable repayment plan.

The personal information gathered on Desjardins Online Brokerage sites is used solely to follow up on a client's online requests for services and financial products, or for estimates.

Clients looking to sign up for the service start by filling out an online questionnaire that gathers information about their investment goals, their time horizon and their tolerance for risk.

Banks and other creditors can easily pull your report from the bureaus to gather information on their clients in the city.

These tools for gathering client's information are employed for the purpose of ensuring the customer's own security and all data collected by the company is shared only with individuals within the company who are involved with the verification of customer account information for the express purpose of ensuring the customer's confidentiality and security.

By using an interactive website and electronic communications to gather information, and by using standardized model portfolios, online investment advisers will have lower operating costs per client than most traditional portfolio managers.

The first meeting often does not feel like a legal counseling and information gathering session, but more like a sales job; I also often hear clients describe dirty offices.

These websites use information that they've gathered from groomers and grooming clients to compile averages for different dog grooming prices.

Our office staff is trained to gather appropriate background information related to the dog's behavior issues, answer all basic questions regarding the training, and deliver the pertinent training information to prospective clients.

«I was shocked when we won,» said Bruno, who spent a lot of time with their client gathering background information on the Sonoma Humane Society and was a key proposal writer.

(DVD) In this interactive seminar, you will learn how to set the stage for optimum information gathering; how to use neuro - linguistic programming techniques to put clients at ease; what non-verbal clues to watch for; what responses should send up red flags; what to ask, how to respond, and how / not / to respond; and how to interpret the information you receive.

Once information has been gathered, it's fed back to clients, the client in this case presumably being Sony PlayStation.

The lawyer and conservative activist Chris Horner, whose legal clients have included the coal industry, gathered documents through the Freedom of Information Act to try to embarrass and further undermine the climate change research.

But there are some similar techniques your firm can use to gather information about potential clients.

Here, we turn from defense to offense: gathering information from your client and other sources to help you map out enemy territory.

As you started gathering information, however, you learned about the client's pre-existing medical conditions, spotty work history, faulty recollection, and fondness for the drink.

Second, we gather information from people who knew our client before the accident who can attest to how active our client was, whether our client appeared to be limited in any way, and whether our client complained about pain problems.

Northwest Justice Project (NJP) will create a «Texting for Outcomes» system, which will gather information on the outcomes of limited - assistance legal hotline cases and use that information to improve delivery of services to clients.

For example, this IP firm could use a questionnaire, like Traklight's product for IP, to gather information or triage clients at a fraction of the cost of an attorney hour.

Given that this consolidation will have a direct (likely negative) impact on my ability to gather information for my clients, and our law firm clients, I asked Frank Buckreus, Acting Executive Director, Service Delivery at Service Alberta about the consolidation plan in order to share this information with Slaw readers and he very kindly responded with the information below.

You would first assemble the questions to gather the basic identity and background information of the client and beneficiaries.

If the client will need to gather information for you, provide them with a list of documents or develop forms to help them give you necessary information, such as a chart to record complaints and doctor's visits in a personal injury case, a log to track contacts or problems with a difficult spouse in a matrimonial proceeding, or a spreadsheet to record account information for estate planning.

Things like meeting with a client for the first time, what information is gathered at the intake of the client, how to sell the client on you and your firm being the best fit and closing the deal.

Lawyers need to take the time to speak to clients to ensure they've gathered all the relevant information.

It deals mainly with how an attorney must treat the information gathered from a meeting or discussion with a prospective client, where the person does not become a client.

You can also create an initial intake form for your assistant to complete with each new approved potential client, saving you from spending time on basic information gathering.

He was responsible for a variety of Computer Forensic investigation projects and information security projects, including but not limited to lawful on - site digital evidence acquisition, computer and mobile phones forensics investigations, advising clients on how to protect their sensitive information, auditing credit card processing systems, providing information security risks assessments for banks, online intelligence gathering and investigations, computer networks vulnerability assessment and penetration tests, etc..

Eversheds Sutherland (US)'s addition of Mr. Bahar is the latest step in the firm's expansion of its leading Cybersecurity and Privacy team, which helps clients manage the obligations and risks of gathering, maintaining, processing and transferring personal information.

We developed a streamlined approach for clients to report new claims promptly after a loss, permitting us to immediately preserve evidence, gather essential information, and aggressively pursue our clients» rights.

The Claimants relied on the leading authority for legal advice privilege, Three Rivers (No. 5), in which the Court of Appeal had concluded that, in a corporate context, information gathered from an employee is no different from information obtained from third parties, even if the information is collected by or in order to be shown to a solicitor to enable fully informed advice to be given to that solicitor's client.