Sentences with phrase «clients achieve their long term goals»

We believe this is the most effective means of ensuring our clients achieve their long term goals.

Not exact matches

Manage Risk — to manage risk effectively and deliver investment returns that allow our clients to achieve their long term goals

A privately held company founded in 1922, Edward Jones prides itself on providing top - notch personalized service to its clients to assist them in achieving both their short - term and long - term financial goals.

Edward Jones prides themselves on providing top - notch personalized service to their clients to assist them in achieving their short - term and long - term financial goals.

Join S&P DJI and leading industry experts as we explore ways to navigate short - term challenges while steadily achieving long - term client goals.

Highly experienced, Lee focuses on helping clients achieve their short - and long - term goals, bringing strategic expertise and insight to each engagement.

Clients want advisors «to grasp the broader (technology) trends, zero in on what matters most, and take a more holistic approach to help them at every level achieve their long - term financial goals,» said Mitchell H. Caplan, CEO of Jefferson National.

«These results signify that advisors should continue to remind clients that markets can get turbulent, so they should steer clear of emotional investments and knee - jerk reactions by maintaining a fundamentally diversified portfolio to help them achieve their long - term financial goals.»

Despite the change in its business model, the corporate philosophy behind this broker has not changed, which is forging a long term relationship with all their clients and helping them to achieve their financial goals.

Since 2010, we've guided over 1,200 clients to achieve a level of financial contentment they never thought possible helping them reduce debt, improve cash flow, save, invest and plan for both short and long term goals.

Another notable feature is Ellevest's additional planning layer, which helps clients achieve short - term financial goals — e.g., building a home down payment or amassing an emergency fund — in addition to long - term financial security.

I suspect that is a losing battle most of the time, because budgets are fixed in the short - run, and many clients have long term goals that they are trying to achieve — actuarial funding targets, mortgage payments, college tuition, cost of living in retirement, endowment spending rule goals, implied cost of funds, etc..

After determining whether you are in fact a very risk averse conservative investor or a highly risk tolerant «aggressive growth» investor, or a balanced investor halfway between these extremes, an adviser would generally try to match the client risk profile to the stated long - term investment goals; then he or she would find the investment solutions that will achieve those goals without subjecting the investor to more risk than they're equipped to tolerate.

... The key point of this article is that relying solely on a passive strategic portfolio designed to produce near - benchmark returns in a secular bear market will do nothing but guarantee that clients will underperform long - term expectations for an extended period of time and make it likely that they will fail to achieve their financial planning goals.

The goal of our business is to build long term, caring client relationships, achieving excellence in investment management alongside our other investment services covering international sharebroking, investment reviews and family trusts.

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.

The Financial Advisor plays an integral role in developing strong relationships with prospects and clients, guiding them over the course of many years to help achieve their long - term financial goals and educating them about our investing philosophy.

He places high importance on creating strategies to help clients achieve their long - term financial goals and objectives.

These and countless other top solutions work synergistically to position our clients to achieve both their short - term and long - term goals.

Deep thinking is indispensable because solutions to some issues require long - term fixes, achieving client / company goals may involve internal transformation, and keeping up with relevant political and economic developments necessitates continual absorption and analysis.

Zahra's aim in assisting her clients is to get them through the difficult time following a separation using a process that best suits their situation and help them achieve their immediate and long - term goals.

We work closely with clients, their families and other professional advisers to achieve a whole - life view of care, wealth management, tax and inheritance issues based on each client's individual financial and family circumstances, their long term goals and priorities.

Clayton firmly believes that such a hands - on approach helps his clients achieve their long - term goal, and minimize unnecessary delays and expenses.

While assisting clients to achieve their goal of settling a current dispute, he motivates them in appropriate cases to pursue the long - term goal of improving their relationship and ability to communicate about decisions that will continue to draw them together.

Clients respect David's ability to develop solutions to complex problems that enable them to maximize profits while ensuring their long term goals are achieved.

Ability to achieve sales goals and establish long - term relations with clients.

A professional writer resume service seeks to forge long - term and meaningful relationships with clients in order to help them achieve their goals at every step of their career.

Since 2010, we've guided over 1,200 clients to achieve a level of financial contentment they never thought possible helping them reduce debt, improve cash flow, save, invest and plan for both short and long term goals.

I hope to help assist clients build their confidence level, improve self - care, increase coping skills, and develop independence to achieve their short and long - term goals.

Your long term success is critical to us and we are very proud that for the year 2015, 75 % of our clients achieved their goals.

Consistency — in your marketing and your communication with your clients — is essential if you want to reach your goals in 2018 and achieve success over the long term.

- Developing the proper strategies to achieve the optimal real estate portfolio to meet clients» goals, whether it be retirement (long - term or short - term), maximizing free cash flow, or responsible expansion / contraction of the portfolio.