Sentences with phrase «clients achieve their financial objectives»
He has the important combination of knowledge, dedication and compassion to help his clients achieve their financial objectives.
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Our focus is to understand thoroughly our clients» circumstances and financial objectives, in order to advise appropriately on how to achieve their aims.
At Canadian Western Financial (CWF), we have been providing objective advice and personalized investment recommendations since 1999, to help clients like you achieve your investment goals.
Like a financial planner, a wealth manager can help clients identify their objectives and map out a financial plan to achieve them.
We help our clients achieve and maintain financial independence through objective advice, education, and a disciplined process of analysis, review, and update.
The term financial innovation refers to the ongoing development of financial products designed to achieve particular client objectives, such as offsetting a particular risk exposure (such as the default of a borrower) or to assist with obtaining financing.
AdvisorShares provides sales, marketing and educational support to help financial advisors utilize AdvisorShares ETFs to help them achieve their client's investment goals and objectives.
Our diverse group of experienced and knowledgeable investment advisors and portfolio managers offer timely, objective financial advice helping clients achieve their long - term financial goals.
He places high importance on creating strategies to help clients achieve their long - term financial goals and objectives.
Akerman is known for its results in middle market M&A and complex disputes, and for helping clients achieve their most important business objectives in the financial services, real estate, and other dynamic sectors across the United States and Latin America.
Our goal is to help clients achieve their operational, financial and strategic objectives while ensuring legal and regulatory compliance and fostering a culture of ethical behaviour and integrity.
• Coordinated domestic and international meetings for CEO and portfolio investors.October 1999 - Company name, Harrison, N.Y.April 2000 Personal Financial AdvisorLeveraged interpersonal skills and creative thinking to simultaneously achieve corporate objectives and advise clients on how to successfully obtain their financiFinancial AdvisorLeveraged interpersonal skills and creative thinking to simultaneously achieve corporate objectives and advise clients on how to successfully obtain their financialfinancial goals.
As a highly accomplished and client - centric financial professional with more than 18 years of experience performing comprehensive client needs analysis and delivering strategic financial recommendations to achieve objectives, I am well prepared to surpass your expectations.
Investment Assistants provide support to assigned financial consultants in order to achieve the following objectives: maximizing revenue, solving client service requests, offering investment advice, preparing audits, implementing marketing activities, cultivating client relationships, organizing client seminars, and providing sales activity reporting.
Recommended strategies clients can use to achieve financial goals and objectives.
We help our clients achieve and maintain financial independence through objective advice, education, and a disciplined process of analysis, review, and update.
Recommended strategies clients can use to achieve financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage and investment planning.
By: Gina Gallo, CFP ®, CDFA ™ Working as a Collaborative Team member, the financial neutral's objective is to provide financial assistance as requested with the goal of assisting the clients in achieving what they perceive as their best possible outcome under the circumstances.