Sentences with phrase «clients working with financial»

Not exact matches

Its certified financial planners work with clients over the phone and over email.

Take a look at your financial forecast and only cut ties with low - paying clients when you know you've got work locked in for the next few months to cover whatever shortfall their departure leaves you.

Prior to this, Ranga was Head of the Domain Competency Group, where he led a group of industry consultants and worked with global financial services clients.

Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients.

Bera, a certified financial planner and founder of Gen Y Planning, works with clients in their 20s and 30s.

Getting small - business owners, whose lives often revolve around work, to examine what gives their lives meaning is not always easy, say financial life planners who are trained to help clients explore what they really want to do with their money.

Dan founded New Heights Financial Planning, where he works as a financial planner with clients all over theFinancial Planning, where he works as a financial planner with clients all over thefinancial planner with clients all over the country.

This week alone I worked with three clients who were avoiding something important: a phone call to an angry client, a difficult discussion with an employee, and a deep - dive into financial reports.

The Department of Labor passed a new rule earlier this year requiring that financial advisors who work with clients on retirement plans abide by a fiduciary standard.

«The really great financial advisers work with clients on «What's your life for?»

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

«I feel truly blessed in working with highly professional, ethical and kind teammates to improve our clients» financial futures — brainstorming with them to develop creative solutions to clients» challenges.

The company will work with networks of financial planners who want to help their clients diversify and perhaps mortgage bankers as well, Weiss said.

We take pride in connecting with our clients inspiring and educating them as they work toward their financial dreams.

Our tax group is embedded into our ensemble team, working closely with our financial planners to maximize clients» post-tax income and preserve wealth over time.

EXL's largest focus area is in the insurance industry, but the team also works extensively with clients in healthcare, financial services, utilities, transportation and logistics, and retail.

She worked closely with the firm's investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.

, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.

This technology is like a «robo - analyst» that does the grunt work (analyzing financials and footnotes in thousands of SEC filings and building models) and frees the adviser to service clients... with high - integrity, fiduciary - duty - fulfilling advice.

It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.

I encourage clients to work with financial advisors on an asset allocation that can get them through these bumps.

The firm's 12,000 financial advisors work directly with nearly 7 million clients to understand their personal goals - from college savings to retirement - and create long - term investment solutions that emphasize a well - balanced portfolio and a buy - and - hold strategy.

In addition to the financial benefits, many older workers find that a job can add valuable structure to their day and provide the mental stimulation that comes from interacting with co-workers, clients, and other work associates.

Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that's built around choosing solid investments that'll grow over time.

At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future.

The firm's 13,000 - plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long - term investment solutions that emphasize a well - balanced portfolio, diversified portfolio.

«Clients should be sure they are working with an advisor that is obligated to work in the best interest of the client,» says Alan Moore, certified financial planner with Serenity Financial Consulting LLC in Milwaukfinancial planner with Serenity Financial Consulting LLC in MilwaukFinancial Consulting LLC in Milwaukee, Wis..

Ninety - four percent of Boomers working with a financial planner report having retirement savings versus 68 % who report the same without a client - advisor relationship.

Edward Jones Trust Company works in partnership with each client's local financial advisor to develop customized recommendations based upon personal investment history, risk tolerance and financial objectives.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

As an Edward Jones client, you'll work with a dedicated financial advisor who spends time listening to you, explaining recommendations, answering questions and helping you plot the right course.

Combining his decade of experience in financial services, marketing, digital strategy, global branding and strategic management working with Fortune 500 clients and premium brands in Asia, Europe and North America Patrick leads the RentMoola team.

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.

Financial advisors working with these platforms could be a way to connect with younger clients and cultivate them as future clients.

When you work with a Fee - Only Financial Planner, the result is unbiased financial advice from a professional who is committed to acting as a fiduciary in a client - centered relaFinancial Planner, the result is unbiased financial advice from a professional who is committed to acting as a fiduciary in a client - centered relafinancial advice from a professional who is committed to acting as a fiduciary in a client - centered relationship.

The Financial Risk Management team works with SunTrust's clients to help manage market risks so they can place their focus on growing their business.

We believe every client who works with a Financial Advisor should have a formal, documented investment plan of record that is aligned to their goals.

As an associate wealth advisor, Daniel works with clients through Buckingham's Irvine office to help them confidently achieve a more secure financial future for themselves and their families.

Vicki is an experienced senior financial manager who has worked with major blue chip clients for more than 20 years.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nework orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as neWork with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

As the Financial Director, Jennifer oversees the financial department and works with all of our international clients explaining all of their package options and helps them choose the package that is right Financial Director, Jennifer oversees the financial department and works with all of our international clients explaining all of their package options and helps them choose the package that is right financial department and works with all of our international clients explaining all of their package options and helps them choose the package that is right for them.

If the clients you're working with are of low income or experiencing financial difficulties, you might charge a lower rate or offer alternative forms of payment, such as reduced fees, sliding scale or barter of services.

This new environment requires personnel with advanced training in a new combination of knowledge and skills: a solid understanding of the behavior of the driving forces of financial markets; the quantitative skills to develop pricing models, risk management techniques, and utilize emerging technologies; and the personal skills to work and communicate effectively within their corporate structure and with clients.

After earning her post graduate degree, Sarah worked for over 10 years in the field of Information Technology designing Financial Systems for corporate and governmental clients, first with Accenture and then as an Associate Vice President with Raymond James Financial.

Our mission is to connect consumers with best - in - class financial advisors who specialize in working with clients just like you.

We then work very closely with each client to shape a strategic financial plan to help them reach their specific goals.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Mumbai, India About Blog Plan Ahead is a boutique financial planning and wealth management firm that works closely with clients to help them achieve their dreams and financial goals.