Sentences with phrase «clients discussing terms»

I'm not talking about clients discussing terms between each other.

Not exact matches

The «Power Lunch» team discusses news from the Financial Times that Fidelity is halting clients from trading a short - term VIX futures ETF product.

If the beliefs of the client about God come into discussion, they may be evaluated in terms of their contribution to sickness or health, but the counselor normally avoids discussing them directly.

The concept of a restriction vs. abundance mindset is one of my favorite topics to discuss with clients, especially if they have «all or nothing» type tendencies that keep them from making long - term changes for their health.

All communication procedures that occur between the client and the writer are recorded to keep you safe from any issue as you discuss your term assignment.

As a broker I always discuss the true cost of mortgage penalties with my clients to ensure we work with lenders that have best options for penalties if ending the term is a possibility for any reason.

Berton tries to meet with clients at least three times a year — annually for a big review where he discusses long - term goals and two other times to make sure nothing about the plan has changed.

[XYZ] Collection Agency agrees to delete ALL information regarding this account from the credit reporting agencies WITHIN TEN CALENDAR (10) DAYS following receipt of payment as specified above and will not discuss the terms of this settlement with anyone, excluding your client on this account.

As a broker I always discuss this with my clients to ensure we work with lenders that have best options for penalties if ending the term is a possibility for any reason.

Ramsey, who celebrates her 40th year in the travel industry this year, approaches her work with the mind - set of a financial planner, meeting with clients to discuss their long - term travel objectives and develop an execution strategy.

If you are not already one of our clients, the attorney - client relationship can only be established after we have discussed the matter with you, run a conflicts check, and you and we have both agreed to the terms of the engagement.

In this post, we'll discuss developments to the law firm business model as it relates to evolving technologies such as process automation via Client - service Chatbots and Document Automation apps, as well as non-technical industry growth in terms of gender equity in executive leadership.

Whether discussing the patent work of an attorney at a boutique law firm or examining how the corporate counsel of a multinational corporation mitigates risk, the diverse collection of case studies in our first edition illustrates how firms provide analysis and guidance to clients and how in - house counsel are a key component of a company's leadership team and long - term success.

Discuss the terms and the risks with the client As with any advice, relevant information should be communicated to your client.

As discussed in our previous chapter on data breach nightmares, they have taken a variety of forms, ranging from phishing scams and social engineering attacks (e.g., using e-mail to trick attorneys to visit a malicious web site or to be lured into fraudulent collection schemes for foreign «clients») to sophisticated technical exploits that result in long term intrusions into a law firm's network to steal information.

In addition to the issues mentioned above, the SRA Report also discusses the practice of clients using Outside Counsel Guidelines (i.e. «detailed, mandatory sets of terms and conditions» imposed by clients on the signing of a retainer).

In your initial client meeting, in addition to discussing the hourly billing method, you should be including a discussion about the frequency of invoices, when they can expect to receive their monthly bill and payment terms.

This could even extend to the creation of an informal advisory board composed of a small group of key clients who meet with the leadership team once or twice a year, on specific issues as they arise, or to discuss the core strategy and long - term vision of the firm.»

What I find curious is that no one has discussed the fact that the practice of law is a service business — one that is successful only when the firm meets (and exceeds) clients» expectations in terms of quality of work (which may require long hours to get it right) and timeliness of work (which may mean pulling all - nighters).

Following a series of interviews where all of the basic terms of the job were discussed, including salary, title and starting date, my client was offered the job.

If you have your own terms, it's also important that you discuss these with your client.

Arriving at the best decision requires the advisor and client to discuss the client's needs and investment profile, particularly as they relate to long - term objectives and risk appetite.

Although he said that confidentiality obligations prohibit him from discussing individual clients, he responded in general terms to a complaint from Cruz's lawyers that Henderson and other institutions should have intervened more forcefully in late 2016 when Cruz cut his own arms and engaged in other disturbing behavior.

Based on our collection of resume samples, essential responsibilities for the job include discussing requirements with clients, developing budgets, negotiating contract terms, contacting quests, booking venues, liaising with suppliers and service providers, and coordinating event promotion.

Lately I've had clients discussing this topic with me and wondering what my take was on the term.

Discussed all details and specific requirements for IRA institution, and all processes in regards to Long - Term Care initiatives that would provide client with structured support if the need arose.

Understand and discusses with the technical team client problems and provide them with a long term solution including the proper use of hardware or software.

«Engaging in transformative conversations about clients» sexual concerns requires thoughtful consideration and understanding — of how our bodies work (in terms of desire, arousal, anxiety, and so on), of our comfort level when discussing sex overtly, and of how sexuality informs and contextualizes human relationships,» write Green and Fleming.

But, at the end of the day, after all of the information has been disclosed and discussed and all of the various settlement options fully explored, the clients will ultimately be asked to decide what settlement terms work best for them and their families — or whether they can not make a mutual decision and need to leave the Collaborative Divorce process and go to litigation.

She should have discussed the situation with a colleague if she couldn't come to terms with it herself, And, she took income away from the client by convincing her she shouldn't contract with her son.

Client has discussed such terms and conditions with Therapist, and has had any questions with regard to its terms and conditions answered to Client's satisfaction.

REALTOR ® A's specific charge was that REALTOR ® B knew that the client had originally listed the property with him, REALTOR ® A, because he had discussed the property with REALTOR ® B during the term of the original listing contract; that during the term of REALTOR ® A's listing, REALTOR ® B had shown the property to the same individual who had now purchased the property through REALTOR ® B; and that with this knowledge REALTOR ® B's action in soliciting the listing, even after it had expired, was a violation of Article 16.

Client X invited REALTOR ® B to his home that evening, and there they discussed the terms and conditions under which REALTOR ® B would list the property upon termination of REALTOR ® A's listing.

«When REALTORS ® are contacted by the client of another REALTOR ® regarding the creation of an exclusive relationship... they may discuss the terms in which they may enter into an agreement.»

Also, don't solicit someone else's exclusive client; if the client approaches you to provide the same type of service, and you have not directly of indirectly initiated such discussions, you may discuss the terms upon which you could enter into a future agreement or even enter into an agreement effective upon expiration of the existing exclusive agreement.

«Realtors ® should use this argument as their starting principle when discussing short - term rental issues with their clients and local officials.»

Standard of Practice 16 - 6 states that «When REALTORS ® are contacted by the client of another REALTOR ® regarding the creation of an exclusive relationship to provide the same type of service, and REALTORS ® have not directly or indirectly initiated such discussions, they may discuss the terms upon which they might enter into a future agreement or, alternatively, may enter into an agreement which becomes effective upon expiration of any existing exclusive agreement.»

However, if the listing broker, when asked by the REALTOR ®, refuses to disclose the expiration date and nature of such listing; i.e., an exclusive right to sell, an exclusive agency, open listing, or other form of contractual agreement between the listing broker and the client, the REALTOR ® may contact the owner to secure such information and may discuss the terms upon which the REALTOR ® might take a future listing or, alternatively, may take a listing to become effective upon expiration of any existing exclusive listing.

The big 5 in my experience rarely discuss the exit strategy of a mortgage with a client, thus the need to work with a professional who will advice you on all your options and the best mortgage product for them, not a standard 5 year term that the big 5 love to sell... why because less than 30 % of 5 year terms make it 5 years....