Sentences with phrase «clients as trusted»

Specializes in making the home buying and selling process simple and seamless for all of our clients as their trusted investment advisors working on their long - term real estate goals.

Through strong relationships with his clients as their trusted insurance advisor, Corey has been able to expand his experience to the construction and manufacturing industry.

Our lawyers possess not only the technical skills required to provide high - quality legal services, but also the willingness and know - how to engage directly with our clients as trusted advisors and business counselors.

«Robb has successfully built and implemented a team service approach to more effectively and efficiently meet our clients» needs, and he has been recognized by our clients as a trusted adviser and for his commitment to client service.»

Blum has more than 20 years» experience in investments and research, including working with individual clients as a trust portfolio manager and as a bank examiner with the Federal Deposit Insurance Corporation.

Not exact matches

«It is important to me that my clients view Gillam Group as a trusted adviser,» he says.

As Feast learned about his professor's research, he realized that software built using Pentland's findings could help social workers see if they were building trust with their clients, or determine which psychiatric patients need emergency counseling.

So I want to talk about that, as well as how we can all do better in 2017 by understanding what it means to transfer dominance to our clients and also how to earn their trust.

So, whether your company responds promptly on social media to a client issue — as American Express, for instance, does on Twitter — or remembers longtime clients» life milestones, you should be building a team that clients trust to take care of them.

«So we suggest that in all cases, if they're minor children, a trust structure is used to hold the assets and allot them to the children as the client and we recommend is necessary over time.»

Understanding current and foreseeing future client needs is fundamental to helping your business flourish, as this helps you grow into a trusted advisor to your customer base.

Trust and reputation are priceless, and as you get more comfortable with your initial client targeting process, you'll see higher close rates, too.

Cultivating relationships and building trust, he explains, were the keys to securing his first few giant clients, such as Red Bull, even though the company knew he was running a small shop.

«Not only will Barry be a trusted advisor for our clients, he will also serve as a great mentor for our team of private bankers throughout the region.»

The most important office law business in America such as the law business incidental to banking, insurance, trust - company operation, investment work, railroading, patents, admiralty, and large corporation matters in general is in the hands of non-Jewish firms many of which, even though they have numerous Jewish clients, have no Jewish partners.

Representative trust, on the other hand, is an uneven exchange that produces the results that allow society to function — such as between professionals and clients or employers and employees.

Note that this can be mitigated in many cases, such as when a trusted family member (who may already be familiar with the client list) takes over the business.

Insurance Agent Fraud: Sometimes insurance agents breach the trust and loyalty of their customers because of the lure of high commissions, causing them to over insure their clients, or sell high commission products they don't need, such as variable annuities.

Juliana Pang joined Fiduciary Trust Canada in 2005 as a Private Client Service Associate, having worked for Franklin Templeton Investments since 1998.

Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.

Our franchise owners serve as trusted local business partners that can improve client profitability and efficiency through the use of technology

Rated by our clients as the # 1 global custodian for six consecutive years (Global Custody Survey, Global Investor ISF, 2011 to 2016), RBC I&TS is trusted with CAD 3.8 trillion in client assets under administration as at January 31, 2017.

You can trust buyqualityplr.com for the best quality PLR products at the most affordable rates, as, unlike other firms, we do not believe in exploiting our clients.

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

If you can give real answers to the vendors, your potential new clients, they will again trust you as an advisor and a resource.

PricewaterhouseCoopers, UBS and other Western banks and accounting firms play a key role as middlemen in helping Chinese clients set up trusts and companies in the British Virgin Islands, Samoa and other offshore centers usually associated with hidden wealth, the records show.

In order to demonstrate its commitment towards promoting integrity and trust within the financial industry, Saxo has taken the initiative to provide enhanced disclosure as a means to engender greater confidence in clients so that they can make the most informed decision when choosing a facilitator.

Robyn joins Align from U.S. Trust where she served as a Vice President and Private Client Advisor and focused her wealth management practice on bridging the gap between traditional investment capital and financing social change.

In an interview with The Washington Post, Mr Giuliani said that Mr Trump paid Mr Cohen $ US35, 000 a month as a retainer and that «there probably were other things of a personal nature that Michael took care of, for which the President would have always trusted him as his lawyer, as my clients do with me.

Her career began as a tax lawyer with the private client group of Baker & McKenzie in Hong Kong where she specialised in trust and tax planning for families with ties in Canadian, US and Hong Kong.

The Trust Company can serve as trustee, co-trustee or managing agent for an existing trustee in order to assist clients with administrative and investment responsibilities.

Edward Jones Trust Company can serve as your clients» corporate trustee to provide customized asset management, bill payment and record keeping, and beneficiary assistance.

And: «Then there probably were other things of a personal nature that Michael took care of, for which the president would have always trusted him as his lawyer, as my clients do with me.»

September 20, 2017 — As part of Canadian Western Trust's ongoing efforts to align our client service with client demand, CWT's Client Service Team's telephone hours will change to 7:30 am to 4:30 pm Pacific Time effective Monday, September 25,client service with client demand, CWT's Client Service Team's telephone hours will change to 7:30 am to 4:30 pm Pacific Time effective Monday, September 25,client demand, CWT's Client Service Team's telephone hours will change to 7:30 am to 4:30 pm Pacific Time effective Monday, September 25,Client Service Team's telephone hours will change to 7:30 am to 4:30 pm Pacific Time effective Monday, September 25, 2017.

CWT has entered into a definitive agreement (the «Agreement») to appoint Computershare Trust Company of Canada (Computershare) as successor trustee or custodian for clients who currently hold exempt market securities within a CWT self - directed account.

His practice focuses on cross-border tax and structuring, asset protection, multi-jurisdictional investment structures, as well as international tax controversy work for clients involving the use of trusts, foundations, insurance solutions, and other fiduciary arrangements.

Marc's previous clients have included corporate, government and union pension plans, as well as endowment funds and First Nations trust funds.

Our clients see us as inbound advisers and trusted confidants and strategists — so we're looking for a smart, passionate inbound marketer to help lead 3 - 5 client projects.

Clients view us as strategic partners, and because education, passion and learning are central to how we operate, we earn this trust with cClients view us as strategic partners, and because education, passion and learning are central to how we operate, we earn this trust with clientsclients.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

In an interview with The Washington Post, Giuliani said that Trump paid Cohen $ 35,000 a month as a retainer and that «there probably were other things of a personal nature that Michael took care of, for which the president would have always trusted him as his lawyer, as my clients do with me.

His prior roles included serving as Regional Portfolio Manager of Key Private Bank in Dayton, Portfolio Manager in the Private Client Group at National City in Dayton and Portfolio Manager & Equity Analyst, Private Bank & Trust Group of Star Bank in Cincinnati, Ohio.

As a SunTrust Robinson Humphrey client, you will find that we are focused on becoming your company's trusted strategic and financial advisor through a highly personalized approach and integrated corporate and investment banking platform, which focuses on putting your company's needs above all else.

The Long term trust that the HighLow broker enjoys from its clients that complaints will not be happening that often is due to the fact that this broker is ASIC regulated in Australia, meaning that the trading services as well as other conduct of HighLow broker is monitored by a reputable government authority.

As a SunTrust Robinson Humphrey client, you will find that we are focused on becoming your company's trusted strategic and financial advisor through a highly personalized approach, which focuses on putting your company's needs above all else.

Because 50 percent of people under 40 don't trust financial advisers; 65 percent of investors distrust the financial advice industry as a whole; and 66 percent of the children of clients will fire their parents» adviser when they inherit their assets.

Clients can trust the expertise of Pool's Restaurant Group because the company has tested the waters through its own brands, as well.

He clearly has a lot of trust from his clients, as shown by Neves moving to the Championship last summer when there would have been more lucrative offers from elsewhere.

The basis of all her client work is the development of a safe and trusting relationship as a foundation for growth and change.

She also counsels many of her clients on the various types of trusts such as the marital deduction trust, special needs trusts, Q - TIP trusts, and charitable remainder trusts and helps her clients coordinate their trusts with their overall estate planning needs.