Sentences with phrase «clients in a difficult financial situation»

Typically, those with more experience charge more, but some may offer a sliding scale or low - cost assistance to clients in a difficult financial situation.

Not exact matches

IRA accounts often have additional share classes (N or Z) which are cheaper than A, B, or C. Like most other themes in financial planning, it's extremely difficult to give advice about share classes, compensation methods, etc. because of how different each client's situation is.
Additionally I: * Am a motivational leader * Am skilled at meeting with clients and networking * Have excellent time management skills * Am skilled at financial analysis and budgeting * Am an effective communicator even in difficult situations * Enjoy working as part of a team * Am a s...
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