Sentences with phrase «clients meet their goals»

Regardless of when the new legislation is implemented, there are many great financial planners who are passionate about helping their clients meet their goals in retirement.

BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares ® (exchange - traded funds), and other pooled investment vehicles.

In most cases, clients meet their goals and we finish their cases in as soon as 30 days.

Arranged all necessary preparations for meetings including informational legal documents, and other items needed to complete client meeting goals.

Get to know current, new, and prospective clients as you explain and demonstrate proper exercise instruction, and make suggestions on exercises that will help clients meet their goals.

I help my clients meet their goals with the best tools available, and am always present and compassionate.

I get a lot of pleasure from helping our clients meet their goals.

Not exact matches

«It's about how are we utilizing space to the best effect that meets our corporate and cultural goals as well as our clients»,» he told Fortune.

Give the Millennial more of a chance to meet the creative side of the company, with clients or get a better understanding of the goals that the new hire is trying to achieve and how best to achieve them.

Sallie Mullins Thompson, CPA, offered some additional questions, such as asking whether a complete data - gathering process was conducted; whether a holistic, goal - oriented plan has been implemented to meet client objectives; if there's a monitoring mechanism in place; whether the tax impact of the plan has been evaluated and explained; and whether there is regular follow - up to meetings and reports.

Our clients don't care that we have goals to meet.

Through Fiverr, I was able to help numerous clients meet their business goals and now I can confidently identity myself as a digital branding and marketing specialist.

The usual, dysfunctional process goes something like this — assess if the client's goals are met, and ask the client if they are satisfied.

Survey respondents also reported being 18 % more likely to believe their company's priority was on making a positive impact on clients, and 30 % less likely to believe their company's top priority was meeting short term financial goals.

Lastly, I talk about goals — but not just financial ones — to clients in just about every meeting.

«Because we meet with the executives about their goals, we're in the perfect spot to match the client need with services that a partner of ours might be offering,» says Gordon, who estimates referral fees made up 10 % of her 2000 revenues.

The Canadian Bankers Association said Tuesday Canada's banks are client - focused with a commitment to high ethical standards and complying with the law when providing products and services to help customers meet their financial goals.

Clients aren't taking too much risk in their portfolios; they don't have enough risk to meet long - term goals.

For example, if a company sets a new goal to recruit more clients, managers must determine whether to hire more employees to meet the demands of the additional clients.

You could walk into a conference room or a happy hour and not be able to tell the staff from the most senior partner in the sense that everyone is encouraged to be themselves, contribute meaningfully and drive toward the common goal of meeting our clients» needs.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

While we are pleased to receive recognition on a national level, we are steadfast in our commitment to meet or exceed our clients» expectations in achieving their goals and securing their financial future.

«While these are really great points, what we should do is listen to what our clients want out of life and then provide advice that helps them meet their goals,» Lynch said.

Perhaps the biggest takeaway for advisors courting millennial clients is the understanding that younger clients are satisfied if they feel they're making progress and meeting their financial goals.

This is another example of how CMIT Solutions» franchise partners help clients achieve their strategic business goals by delivering cost - effective technology solutions and support that meets the needs of small and medium - sized businesses.

We work to gain a clear understanding of our clients» investment strategies, goals, and objectives, which allows us to conduct a consultative approach to capital development, including providing assistance in assessing our clients» marketing materials, critiquing their investment presentations, preparing them for investor meetings, and opining on their overall marketing strategy.

John Hancock Real Estate strives to build meaningful relationships with our clients through meeting their needs and supporting their long - term business goals.

We have already met with Sandy in person and feel confident that our goals remain aligned, and that the new ownership structure won't impede Edinburgh's ability to continue providing diligent, insightful management of our clients» international equities.

He enjoys serving as a financial advisor to a broad range of clients and utilizing SBA lending programs that best meet their corporate profile and financial goals.

Recognizing that plan sponsors have unique formulary needs that require customization to meet specific goals, RxAdvance provides clients with modeling and impact analytics to derive the most efficient and cost - effective standard and specialty formularies.

As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment - skilled managers to deliver research - driven strategies tailored to meet each client's unique goals.

He researches timely investment topics and produces market updates, special reports, white papers, podcasts, and webcasts that articulate strategies for clients to help them meet their long - term financial goals.

For each client Pathstone Federal Street designs, implements, and manages a unique strategy to meet that client's specific goals.

To evaluate our client's likelihood of success when it comes to meeting their retirement spending goals, we turn to our financial planning software, specifically the Monte Carlo simulation.

Have a specific goal in mind for the second meeting when it comes to the progression of your client relationship.

The DCC tailors curriculum to meet its clients» goals.

«People often don't know exactly what their goals are, but financial planners can help clients realize their dreams beginning in the initial meeting,» she says.

What would we be if our clients weren't meeting their goals?

For investors with more complex needs who meet certain prerequisites, the Edward Jones Client Consultation Team can work in partnership with your local Edward Jones advisor to help identify tailored strategies that may move you closer to your goals.

Because we can work with clients on a fee - only basis, we can complete a financial review of your current investments and financial situation to determine if you are on the right path to meet your goals.

This credential stands as proof that the advisor has met the academic and ethical requirements and has the necessary expertise to help clients meet their financial goals.

Over the past ten years, Lori has worked personally with thousands of budding travel writers and photographers to help them meet those same goals — to hone their writing and photography skills and to better market themselves to prospective clients and editors.

If you are brand new, don't get ahead of yourself and start turning down low paying jobs just yet, but after you build up a full client load that meets your goals, it is time to start raising your rates.

To keep the culinary team up - to - date on the latest trends and education, Clark Bartlett hosts an annual companywide meeting where she also highlights Epicurean Group's accomplishments, goals, values and how they align with its clients.

And before every speech I give, there's always a meeting with the client and meeting planner to clarify goals and logistics for the event.

My goals for the agency were met this year and I couldn't have done it without the amazing women in the agency and all of our beautiful clients!

Over the years I've seen so many of my clients meet and exceed their breastfeeding goals.

While the work has identified shortcomings at many such pantries, the goal was to identify how food safety experts can help these pantries best meet the needs of their clients.

Her goal when meeting with clients is to go beyond their finances and help them find their true wealth and life purpose and help them navigate that journey.