Sentences with phrase «client of your additional services»

For clients that pass the conflict or risk test, set at least two action steps that will inform that client of additional services available to them.

At the end of the engagement, inform the client of your additional services; don't assume that they already know everything you do.

Not exact matches

«When our customers see we do add value to their operations and reduce costs or drive efficiencies, it is a relatively easy sell to offer that client additional services in other areas of their business,» explains Wills.

«We're pleased with our improved performance in the quarter as it demonstrates the earnings power of our diversified franchise and shows what is possible with modest improvements in the environment and client activity, and we believe there is room for additional revenue and earnings growth, as we further diversify our global franchise across a broader client base with an expanded suite of products and services.»

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

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.

Small business owners should also focus on empowering their managers to oversee the delivery of projects, keep an ear to the ground for additional projects and continually look for opportunities to provide fresh services to clients.

Their industry relationships provide additional support and strategic guidance to ensure City Capital delivers the highest level of advisory services to clients.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sServices LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sservices, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and servicesservices.

We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.

GBST (GBT), a Fund investment which makes software for financial services clients, surprised the market in August by announcing that its products would need an additional $ 50m of «investment» over the next three years.

SERVICES DEMAND Ukwazi has a pipeline of clients requesting additional services, mostly in the Southern Africa region

Ukwazi's growth is noticeable through the number of renewed contracts for longer periods and the new clients acquired in 2017; the company also has pipeline clients requesting additional services, mostly in the Southern Africa region.

The wine is typically shipped in large flexitanks, but wineries sometimes also offer bottling and labeling at an additional cost as part of their «custom crush» service to clients who wish to create custom blends under their own private label.

We lengthen the time our clients have to reap the benefits by also including a salve and tincture as part of your service at no additional cost.

Barclays will pay an additional $ 150 million to the state Financial Services Department to resolve allegations that it rigged foreign exchange trading by putting the bank's interests ahead of those of its clients.

There's a growing number of trainers who use every opportunity to sell products or additional services to their clients, regardless of whether the product or service is appropriate for their specific fitness goals or not.

Singles Events — Current trends Reputation Management through Client Service Additional speakers presenting at the Matchmakers Convention incude: Paul Falzone, CEO eLove Michelle Jacoby, CEO, DC Matchmaking Marni Battista, CEO, DatingWithDignity.com Melanie Gorman, Sr Vice President, Your Tango Lisa Darsonval, CEO, Santa Barbara Matchmaking Vince Gelormine, CEO, Pre-Dating Maria Avgitidis, CEO, Agape Match Rachael DeAlto, Founder & CEO, FlipMe Jasbina Ahluwalia, CEO, Intersection Match Susie Hardesty, CEO, Dating Directions Orna and Matthew Walters, Founders, Love On Purpose Revolution Nancy Miller, Dating Coach, eLove & Cupid's Coach ABOUT CUPID»S COACH & ELOVE Cupid's Coach is a subsidiary of eLove, owned by parent company International Dating Ventures.

Through our strategic partners, we are able to offer our clients a range of technology solutions, connections with complementary programs and services, and additional expertise in measurement, item development, and research.

The 36,000 square foot facility, housed in a historic Seattle building, is home to a picturesque indoor showroom containing our entire fleet of cars, an impeccable service department, and an additional indoor storage facility for our clients» vehicles.

Additional feature — clients who are not short on money can choose one of the top 10 writers ($ 7.70), proofread by editor ($ 5.44), and VIP service package ($ 13.88);

Additional features: · Powered by Android ™ 2.3 Gingerbread · Mirror mode allows you to view and share photos, videos and movies on a larger TV via HDMI output (requires HDMI cable) · Global ready, allowing customers to enjoy wireless voice and data service in more than 200 countries, including more than 125 with 3G speeds · Enterprise ready with advanced security policies, device and SD card encryption, complex password support, remote data wipe of device and SD card; document and presentation viewing and editing with Quickoffice ® · Citrix ® GoToMeeting ® for Android, gives users the ability to attend online meetings while on - the - go, and Citrix Receiver ® for Android, a universal software client that allows companies to deliver corporate apps, desktops and data to any corporate - or employee - owned device · ESP smart dock technology for a tailored experience based on whether DROID 3 is docked in home, office or car settings · Adobe ® Flash ® Player 10 · Front - facing camera for still shots and video chat · Video playback in 1080p HD in mirror mode

HIGHLIGHTS The First Android - powered Device Enabled For The MetroPCS 4G LTE Network Full Touch Screen With Slide - out QWERTY Keyboard Capable of 4G Speeds Powered By Google's Android Operating System Lightning - fast 1 GHz Processor For Faster Email and Downloads Text With Swype — Simply Slide Your Finger Over The Letters To Draft A Text Message Download and Stream Media Content In A Flash With MetroSTUDIO Slide - out QWERTY Keyboard Makes Texting, Email, and Instant Messaging Fast and Easy Integrated GPS Provides Support For Location - based Services Like Google Maps WHAT»S IN THE BOX Additional Items Included - Battery, USB Charger, microSD Card With Iron Man 2 Movie, UICC Card MESSAGING FEATURES HTML Web Browsing - Yes Text Messaging (SMS)- Yes, Send and Receive Text Messages Multimedia Messaging - Yes, Send and Receive Picture and Video Messages Email Client - Yes Instant Messenger - Yes ENTERTAINMENT MP3 Player - Yes Streaming Multimedia Support - Yes, Stream Audio and Video MP3 Ringtones - Yes Polyphonic Ringtones - Yes Facebook - Yes Twitter - Yes Custom Ringtones - Yes, Downloadable Picture Caller ID - Yes Ringer Profiles - Yes DIGITAL CAMERA Camera - 3.2 MP Camera With Video Capture Dedicated Camera Key - Yes Camera Megapixels - 3.2 MP Video Capture / Camcorder - Yes

By sharing your expertise and point of view, you're creating a platform from which you can more easily and successfully launch additional products and services... or simply enlarge your potential client and customer base for the services and products you already provide (or hope to offer).

Wi - Fi (802.11 b / g) connectivity for expanded coverage, as well as faster Web browsing and file downloading Support for T - Mobile HotSpot @Home add - on plan Enabled for T - Mobile's myFaves SM so customers can stay in touch with those who matter most with quick, one - click access via instant message, e-mail, or by calling or texting their five favorite contacts from the home screen Popular instant messaging clients: AOL ®, Yahoo! ® Windows Live ®, Google ® and ICQ ® 2 - megapixel camera with 5x digital zoom, built - in flash, self - portrait mirror and full - screen viewfinder Advanced media player with search capabilities, full - screen video playback, stereo Bluetooth ® support (A2DP / AVRCP), 3.5 mm full - size stereo headset jack and dedicated volume controls - supports MP3, AAC, WAV, WMA audio and MPEG4, H. 263 and WMV video formats Roxio ® Media Manager for BlackBerry ® (included with BlackBerry ® Desktop Manager software), which allows customers to easily search for media files on their computers, view and organize them, create MP3 music files from CDs, add audio tags, create playlists and automatically copy or convert pictures, music and videos for optimal playback High - performance HTML browser for visiting favorite Web sites while on the go Incredibly intuitive user interface with an easy - to - use trackball, dedicated «menu» and «escape» keys, and context - sensitive menus that make navigation feel instinctive and fast Full QWERTY keyboard for easy text entry Large, ultra-bright 320x240 color display for vibrant imagery Innovative light - sensing technology that automatically optimizes the screen, trackball and keyboard lighting for indoor, outdoor and dark environments E-mail and memo spell - checking available in various languages including English, French, Italian, German and Spanish Premium phone features with Speaker Independent Voice Recognition (SIVR) for Voice Activated Dialing (VAD), dedicated «send», «end» and «mute» keys, noise - cancellation technology to offset background noise, a low - distortion speakerphone for hands - free conversations, and Bluetooth ® support for hands - free use with headsets, car kits and Bluetooth peripherals Intuitive call management features such as smart dialing, conference calling, speed dialing and call forwarding Quad - band GSM / GPRS / EDGE / Wi - Fi network support for international roaming BlackBerry Maps, a mapping application that provides customers with driving directions Built - in Handango ™ InHand catalog of additional software applications available for download Support for polyphonic, MP3 and MIDI ring tones Expandable memory storage via microSD expansion slot Ultra-thin, high - capacity, removable battery that further extends the exceptional battery life for which BlackBerry smartphones are known BlackBerry ® Internet Service support allowing access to up to 10 supported e-mail accounts, including most popular ISP e-mail accounts such as Yahoo! ®, AOL ® and Gmail ® BlackBerry ® Enterprise Server support tightly integrated with IBM Lotus ® Domino ®, Microsoft ® Exchange, and Novell ® GroupWise ®, and featuring IT policy controls for IT departments to manage usage and deployments

Clients should be aware that changes in the selection of portfolios and models by ML Wealth's investment management service may result in the sale of their existing holdings and may subject them to additional tax liability.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sServices LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sservices, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and servicesservices.

In addition, as a client of Webster Business Credit, you'll have full access to the myriad of additional financial products and services available through our parent company, Webster Bank, N.A., including cash management, treasury services, HSAs, swaps and private banking.

The idea of banks offering overdraft protection service to spare their customers from the hassle, embarrassment, and additional charges from having a bounced check is all good, but the problem is that many of these banks have automatically and quietly signed up clients for this service even without their knowledge.

His additional knowledge and certification of ecoENERGY and the potential grants available to a homeowner is a value - added service that all my clients are appreciative of.

When reinvesting dividends, Vanguard Brokerage Services combines the cash distributions from the accounts of all clients who have requested reinvestment in the same security, and then uses that combined total to purchase additional shares of the security in the open market.

Additional responsibilities include, but are not limited to: Assess patients as they are checked in and report health concerns to attending veterinarian Assist veterinarians in surgery as needed Calculate and administer anesthesia to all surgical patients per anesthetic protocol Accurately maintain all necessary anesthesia and patient records, and drug logs Prepare cats for surgery and administer post-operative care Administer treatments as directed Provide in person and telephone client service Actively promote spay and neuter, and educate clients on responsible animal care Actively support associate staff and volunteers; promote the development of skills related to the advancement of our goals and mission.

Dog Walking and Pet Sitting on Holidays is an additional $ 10 per day (New Year's Day, Easter, Thanksgiving Day and Christmas Day) Additional fees apply for clients outside of service area, please call Sarah at 248-854-5540 for a price or to schedule a sitter for yadditional $ 10 per day (New Year's Day, Easter, Thanksgiving Day and Christmas Day) Additional fees apply for clients outside of service area, please call Sarah at 248-854-5540 for a price or to schedule a sitter for yAdditional fees apply for clients outside of service area, please call Sarah at 248-854-5540 for a price or to schedule a sitter for your pooch.

Policy 3 — Using and Disclosing Personal Information 3.1 We will only use or disclose client personal information where necessary to fulfill the purposes identified at the time of collection or for the purpose reasonably related to purposes such as: · To conduct client surveys in order to enhance the provision of our services · To contact our clients about products or services that may benefit their pets · To contact our clients in the event of a medical alert concerning their pet 3.2 We will not use or disclose client personal information for any additional purpose unless we obtain consent to do so.

When you call to make an appointment, a member of our client services team will guide you through the appointment process, where to find additional information on our website and what to expect during your visit.

Limitations of Cover: The Bark Busters support guarantee simply states that if the client consistently carries out the dog training instructions and methods provided at the training lesson, the Bark Busters therapist will work with the client for either one year, or the life of the dog (depending on the service obtained) at no additional charge.

Relief / Additional Veterinarian Peaceful Partings is a unique service in Colorado Springs that offers our clients the ability to euthanize their pets in the comfort of their home.

Pets are Wonderful Support (PAWS) provides VET SOS with storage space and supplemental supplies of pet food to VET SOS and enrolls eligible clients for additional PAWS services, such as: discounted preventative and emergency vet care, emergency foster care, and PAWS also provides VET SOS clients free information on safe pet guidelines for immunocompromised pet owners and their physicians, and counseling and advocacy in regard to animals in rental housing and service animal licensing.

These comprehensive health plans were designed to help our clients proactively manage their pet's health and receive great discounts on preventive services, as well as additional discounts on all other professional services and medications, while spreading the cost of care over 12 months.

Additional Services / Information: - Avians, Cats, Dogs, Exotics, Pocket Pets, Rabbits, and Reptiles seen - Full - service veterinary hospital - Complete radiology - Heartworm control - Major credit cards accepted - Adult and Senior wellness - New state - of - the - art veterinary hospital - Climate - controlled boarding - Emergencies, new clients, and walk - ins welcome - Multiple pet discounts and veterinary pet insurance accepted

Sit back, consider their products and / or services and come up with a list of alternative, or additional, suggestions that might help the client.

The results are eye opening when you realize how your firm could better serve clients just by asking about their needs and informing them of additional firm services.

To further enhance client service, Archers Law will implement a number of Eclipse's additional systems and integrations.

For additional services like managed migrations, data imports, and management of third - party applications, Abacus will work with clients to analyze needs and recommend a scope of work and extra cost.

Don't fall into the trap of failing to educate your clients about the additional or premium services that you firm can provide, only to hear the client say later, «I had no idea you did that — I would have sent that work to you.»

This does not, of course, provide complete access to justice, but it provides some access to justice, and additional arguments are also to be made that limited legal work has incidental effects that improve clients» overall legal capacity, extending the benefit received beyond the brief services provided.

Our attorneys help clients streamline service delivery and identify additional sources of revenue whenever possible.

The benefits here lie in the value that this additional capability brings to practice groups in respect of: increasing the opportunity for value add exchanges on key business issues with senior client leadership; providing joined up legal and business services - for example in respect of corporate transactions and restructuring, and complex commercial negotiations in respect of major B2B contracts; and extending the reach of the brand beyond general counsel.

In addition, his knowledge of brain injuries and brain injury treatment through working with the Association and having helped many brain injury survivors over his 20 years in practice enabled him to competently respond to the HMO's doctors» claims that our client did not need additional rehabilitative services.