Sentences with phrase «client solicitations»

Reviewing client solicitations, explaining related benefits and closing on new policies ($ 5K to $ 20K)

In looking at FindLaw's new gaggle of so - called «blogs» that are little more than crappy search engine fodder and client solicitations, I struggled to find the right word to describe them.

Resolution 105B also amends Model Rule 7.3 to deal with online client solicitations.

Based on that allegation, the Committee on Attorney Advertising filed a formal complaint against Zemel, charging him with violating the ethical prohibitions against direct client solicitation and against communicating with someone whose physical, emotional or mental state might impair the decision to hire a lawyer.

improper client solicitation — when responding for a request for information, that is not a solicitation.

• Increased sales by 22 % in the first six months following client solicitation and other core business development directives.

Upselling new promotions, retaining client parties and augmenting existing business through prospective client solicitation while utilizing telemarketing techniques to the fullest is what I do best.

This might include highlighting your experience in training and development, client solicitation, budgeting and supervision.

Not exact matches

If a client has a product, offer to review it as part of an advertising solicitation.

As David Rose eloquently stated, «unless a funding round is being done with completely, legitimately no solicitation at all (ie, no angel - focused web sites, no angel groups, demo days, etc. etc.)... every counsel will be advising clients to go the Title II route.»

[2] Depending on the facts and circumstances, it is likely that intermediaries would make recommendations and solicitations to clients when providing services in relation to Bitcoin Futures.

In order to focus on providing objective, conflict - free research and analysis to our clients, we do not discuss our policies or recommendations with issuers during the solicitation period (which begins on the date the notice of meeting is released and ends on the date of the meeting), unless we decide to conduct a Proxy Talk with the company, which we record for access by our clients.

For each proxy fight, we draw the people and resources from our strategic consulting, capital markets intelligence team and solicitation to provide the client with a balanced, integrated and experienced team that will maximize the likelihood of the desired outcome.

«The general public is hereby informed that Menzgold Company Limited is not licensed by the Bank of Ghana and has no authority to engage in the solicitation, receipt of money and payment of dividends to its client.

«If they make solicitation illegal and start outing clients, men are going to be more nervous and women will be forced to make hasty decisions to survive economically.

Actual results may differ materially from those expected because of various known and unknown risks and uncertainties, including, but not limited to, the continuing effects of the U.S. recession and global credit environment, other changes in general economic and industry conditions, the award or loss of significant client assignments, timing of contracts, recruiting and new business solicitation efforts, currency fluctuations, and other factors affecting the financial health of our clients.

Obtains most new clients through solicitations, 25 % from referrals and conferences.

You will be gone to by our client administration specialists day in and day out, so don't hesitate to make inquiries and solicitation upgrades whenever!

The information or opinions contained in this internet site should not be construed by any consumer and / or prospective client as an offer to sell or the solicitation of an offer to buy any particular product.

Trademark / Copy right Intellectual Property - You the «Visitor, Client or Investor» agree not violate, recreate, distribute, logo, website content, marketing materials online via internet, social media or off - line, mailing, solicitation or solicitors, newsletters, blogs or any and all communications online via internet or off line communication channels including all and any social media communication platforms of Crystal Brook Advisor trademark or copyright.

If the SEC is successful this means that Banc de Binary will likely be faced with heavy fines and may be forced to hand over any profits made from the solicitation of US clients.

If the Firm determines that the proxy voting policies in Part VII.2 do not adequately address a material conflict of interest related to a proxy, it will provide the affected Client Account with copies of all proxy solicitation materials that the Firm receives with respect to that proxy, notify that Client Account of the actual or potential conflict of interest and of the Firm's intended response to the proxy request (which response will be in accordance with the policies set forth in Part VI.A.2 (b)-RRB-, and request that the Client Account consent to the Firm's intended response.

At the request of a Client Account or Investor (other than a Client Account that is a registered investment company under the ICA (a «Registered Fund»)-RRB-, the Firm provides that Client Account or Investor with a copy of this Part VII and a report summarizing all proxy solicitations the Firm received with respect to that Client Account during the period requested and action taken by the Firm on each such proxy.

Each sub-adviser to whom proxy voting responsibility has been delegated will be required to review all proxy solicitation material and to exercise the voting rights associated with the securities it has been allocated in the best interest of each investment company and its shareholders, or other client.

• if competition by the employee has already occurred, whether there is evidence that clients have switched their custom to that employee, especially without direct solicitation;

Ginsburg begins by noting that most states» ethics rules prohibit direct solicitation of business from prospective clients.

What's the difference between tweeting a prospective client and outright solicitation?

Unfortunately, the service has recently screened out calls from a large, well - known legal publication who was seeking a quote for an article as «solicitations,» preventing my client from getting some free PR.

But while most lawyers are familiar with the ban on direct solicitation, many assume that the rule doesn't apply where business is sought from a «sophisticated» client, such as a company CEO.

Based on this correspondence, the local attorney's offer of representation comes awfully close to a solicitation, which is a communication initiated by a lawyer or law firm, as opposed to one made in response to an inquiry initiated by a potential client.

Yet asking the client to stay with you at the new firm is a form of solicitation, and could land you in ethical hot water.

«It reported on changes in the state rules governing lawyer advertising, marketing and solicitation, cases that interpreted the lawyer's First Amendment rights, ethics opinions that interpreted the rules and novelties in client development.»

He also used the firm's resources to find new clients and send solicitation letters to the current clients.

This is certainly true in terms of advertising, solicitation, client intake, conflicts of interest, retainer agreements, billings and many other interactions that clients and potential clients have with the delivery of legal services via «the firm.»

Likewise, the rules crack down on lawyers» ability to solicit clients on the Internet — even where solicitation might take the form of bringing an article of interest to a potential client's attention and asking the prospect to call for a free consultation.

Communication to non-clients would be solicitation of a prospective client, an issue governed by Model Rule 7.3 and the attorney advertising rules in general.

Knake uses the example of Ohio's 2013 approval of lawyers using police records to send solicitations to potential clients via text message.

The lawyer's client, also an attorney, receives a solicitation pushing the client to hire new counsel and make a motion to dismiss on due process and jurisdictional grounds.

A solicitation is a targeted communication initiated by the lawyer that is directed to a specific potential client and that offers to provide, or can reasonably be understood as offering to provide, legal services.

Regarding written solicitations of new clients, the ABA and many states require that the words «Advertising Material» appear on the outside of the envelope, putting the solicitation letter on the fast track to the prospective client's trash can.

Then it goes on to state that the test for determining whether a solicitation is improper is multi-factored, requiring an analysis of the sophistication of the client regarding legal matters, the physical and emotional state of the prospective client, and the circumstances surrounding the solicitation.

But Maine's new version of Rule 7.3 narrowly tailors the restriction only to where it's needed: for «non-commercial clients» where the solicitation by the lawyer «involves or has substantial potential of harassing conduct, coercion, duress, compulsion, intimidation or unwarranted promises of benefits.»

The content does not constitute legal advice or solicitation and does not create a solicitor client relationship.

Since clients» affiliations often lie with the relationships that are built and the key employees who have built them, courts permit employers to protect their clients through contractual limits on post-employment competition and solicitation.

-LSB-(2)-RSB-(3) This potential for abuse inherent in direct in - person, live telephone or real - time electronic solicitation [of prospective clients] justifies its prohibition, particularly since [lawyer advertising and written communication permitted under Rule 7.2 offer] lawyers have alternative means of conveying necessary information to those who may be in need of legal services.

There are criminal defense attorneys in Illinois with specific experience in defending clients against solicitation charges.

After multi-day evidentiary hearing, obtained injunction against former employee precluding work in restricted market, and precluding solicitation of our client's customers.

The content does not constitute legal advice or solicitation and does not create a solicitor - client relationship.

If the Kentucky Bar Association Counsel were to investigate and prosecute Ford for «unethical solicitation» of clients, and if a violation of SCR 3.130 (7.10) is found, then the Supreme Court could order that all of the $ 13 million in attorney fees claimed by Ford could be ordered to be paid to her clients.

As in the case of pre-departing solicitation of clients or staff, secretive or devious removal of the firm's records could amount to a breach of the departing lawyer» s fiduciary duties to the firm.