Sentences with phrase «common plan our clients»

The most common plan our clients use is to pay 50 % of the total service fee (plus any applicable sales tax) at the time of booking and then the balance before the project draft is due.

Not exact matches

«To ensure that advisors can continue to serve a wide range of clients, the department does not plan to prohibit common compensation practices, such as commissions and revenue sharing, and intends to give firms the flexibility to figure out how to meet their clients» best interest,» the Labor Department says on an FAQ section of its website.

If you're planning a trip to see a client, avoiding these 10 common perils of business travel can save -LSB-...]

Your question is a common one and a big concern for clients interested in breast augmentation who also plan on having children.

As a certified health coach, a very common concern that I hear from my clients is that they would truly love to cook more healthy meals for their families, but they just don't have the time, or they don't know where to start with the meal planning process.

One of the most common questions I get asked by my clients is what they should do when the man they're interested in doesn't call back to finalize plans or simply disappears after what seemed like a great date.

We help clients analyse their existing training gaps and design a solution to achieve their learning objectives faster by creating detailed plans for execution and implementation and avoiding common pitfalls.

I worked directly with clients for a few years and it was pretty common for clients to not know a lot about their retirement plans.

In the past, it was common for debt relief service to collect fees up front, in part to insure the client was serious about continuing with a debt plan, whether it was a settlement, a debt management or debt negotiation plan.

However, a common criticism of the research is that many clients don't necessarily have a 30 - year time horizon — it may be longer or shorter, depending on the client's individual planning needs and circumstances.

How the Five Step Plan for Positive Proaction can help your clients prevent major problems and deal with common issues.

Not only did the Federal Court of Appeal confirm that solicitor - client privilege encompasses common - interest privilege, but also the court held that Abacus's and Gillis's common interests warranted a finding that solicitor - client privilege protected the tax - planning memo from disclosure to the CRA:

Advising on cross border estate planning and wills, including clients with assets in 11 countries with assets governed by Roman law, Common law and Sharia law.

Use this article to learn how a little common sense and the right client - retention plan will help your practice retain more business.

What would you say are the most common obstacles clients face in the US as they look to plan their estates?

Our lawyers work closely with clients to understand their business objectives and understand that although planning inquiries have a common procedure, there will be unique challenges that arise from each individual project that we advise upon.

He has extensive experience helping clients organize new business structures; plan and complete mergers, acquisitions, restructurings and financings; and navigate complex compliance regimes, such as FATCA and the OECD Common Reporting Standard.

It is common for a client to assume that they have very basic planning needs when in reality there are more complex or specific provisions that they should have in their plan.

A rider is additional coverage that can be purchased separately and added to your life insurance policy and is a common way for clients to personalize their life insurance plan.

This is a common method of insurance planning but the client needs to have a will in order to direct where the funds are to go.

Common work activities include interviewing new clients to determine their reason for being in the job market and their current state of mind, identifying the client's strengths, weaknesses, and abilities, discussing realistic career goals, developing job search action plans and preparing clients for job interviews.

Common job duties listed on a Finance Consultant example resume include identifying client needs, assessing client financial situation, developing financial strategies, developing and presenting financial plans, helping clients to make decisions, reaching to prospective clients, and maintaining client databases.

Clients include: ABC 7 Chicago, Plan B, Edelman Group, McGarryBowen, Jack Morton, Common Ground, Combustion Point

Common duties listed on a Freelance Architect resume example are managing project resources, determining the feasibility of projects, specifying project requirements, attending client meetings, adapting plans to circumstances, and handling self - promotion.

Provided one - on - one support to a large client base, nationally and internationally, regarding linear accelerator modeling, proton therapy treatment planning systems, and common clinical medical physics tasks.

KEY DUTIES OF RECRUITMENT CONSULTANT * Managing drivers and being point of contact for resolving issues * Conduct interviews / pre screen and full reference of all drivers * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * Self generate new clients via cold calling and expanding on existing client opportunities * Meet with new and existing clients to account manage and advise of the services available to them * Generate new drivers by way of advertising, social media and networking * Covering out of office calls and demands on a rota requirement * Planning a weekly rota / submitting accurate payroll data / reporting KPI data * Maintaining and increasing daily route allocations — ensuring the customer promise is delivered * Training of drivers in all aspects of the job * Managing claims for damages, insurance and fines * On time reporting of key information to Extra Personnel SKILLS REQUIRED: Recruitment Consultant * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training

Provide service and value to our clients on an individual level, accommodating the needs of every client through the use of experience, strategic planning, and common courtesy.

Professional Experience Xap Corporation (Los Angeles, CA) 2008 — 2009 Client Success Leader / Implementation Manager • Managed the client experience in the design, development, implementation, operation, and maintenance of college and career planning portals for state - based education agencies • Generated statements of work and project plans, tracking and reporting progress of portal development against functional design plans and timelines • Developed and implemented standardized implementation reporting features to monitor performance against common benchmarks • Presented project summaries to senior management and key stakeholders, addressing project status, risk analyses and mitigation plans • Conducted post-implementation analysis to streamline future efforts, installing change management processes for future project sClient Success Leader / Implementation Manager • Managed the client experience in the design, development, implementation, operation, and maintenance of college and career planning portals for state - based education agencies • Generated statements of work and project plans, tracking and reporting progress of portal development against functional design plans and timelines • Developed and implemented standardized implementation reporting features to monitor performance against common benchmarks • Presented project summaries to senior management and key stakeholders, addressing project status, risk analyses and mitigation plans • Conducted post-implementation analysis to streamline future efforts, installing change management processes for future project sclient experience in the design, development, implementation, operation, and maintenance of college and career planning portals for state - based education agencies • Generated statements of work and project plans, tracking and reporting progress of portal development against functional design plans and timelines • Developed and implemented standardized implementation reporting features to monitor performance against common benchmarks • Presented project summaries to senior management and key stakeholders, addressing project status, risk analyses and mitigation plans • Conducted post-implementation analysis to streamline future efforts, installing change management processes for future project success

AN EDUCATIONAL SEMINAR TO: • Gain an understanding of medical concerns common to adopted children • Develop a plan to meet the medical and developmental needs of your newly adopted child Thursday, October 6 6 — 8 p.m. 1800 North Hermitage Ave. Chicago, IL 60622 FOR MORE INFORMATION AND TO RSVP: [email protected] [phone] Cost $ 10 per person or $ 15 per couple payable in cash or check at door (waived for current Catholic Charities clients.)

The most common mistakes attorneys and clients make during a divorce include not considering the tax consequences of a settlement, allowing family and friends to interfere with decisions, allowing emotions to dictate decisions, forgetting you may need cash after the divorce, not securing divorce payments with insurance, trying to hide facts or assets, quitting a job to get more child support or alimony, failing to prepare for settlement negotiations or mediation, dating during a divorce, putting the children in the middle of the divorce, getting emotionally attached to an assets, and neglecting post-divorce financial planning.

Common divorce mistakes clients make include forgetting about taxes, allowing friends and family to influence them, letting your emotions control your decisions, not considering the liquidity of assets you receive in the divorce, not securing support payments with insurance, trying to hide assets, quitting work to get more support, not being prepared for settlement negotiations or mediation, dating during the divorce, using the children as bargaining chips, getting emotionally attached to assets, and neglecting post-divorce financial planning.

Here are some common estate planning questions we get from clients trying to plan for their own blended families:

This is an excellent presentation regarding the common sense approach to proactively prepare one's prospects / customers to become one's clients, and thereafter to again prepare one's clients to plan for success, but in addition to help them to be ready to adapt to any negative happenstances that might occur along the transaction trail.

When talking with clients about their plans to restore, rehab, or renovate, educate them on how to avoid some of the most common problems.