Sentences with phrase «discuss it with clients»

Voya Financial Advisors president Tom Halloran provides special needs financial planning considerations for advisors to discuss with their clients.

If the «hard data» and «soft data» remain disconnected, increased market volatility is a possibility and worth discussing with clients.

Use this general guide to try to discuss with your client their thoughts on investing and their attitude about investment losses.

Gather the information and data points prior to discussing with your client, so they have a clear idea of what will be included in the study.

As a childbirth educator and doula, this topic, bodily autonomy, I choose to discuss with every client.

This session will give you options to discuss with your clients.

An attorney for the library, Daniel Kurtz, said he is «not in a position to comment» because he hasn't seen the lawsuit or discussed it with his client.

But as I discussed with my clients the horrific implications this had on our food guidelines, public health and the perception of nutrition research, there was a theme that emerged from each conversation.

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.

The purpose of this series is to introduce you to the 6 basic personalities I discuss with my clients, and to give the understanding of how knowing yourself is the open gateway into having true style.

Executive and Premium Membership prices and details are discussed with clients only after a one - on - one meeting due to the personalized nature of these packages.

There are several factors when addressing how best to price your self - published paperback book, and Midnight Publishing has had a lot of experience discussing with our clients the best course of action when it comes to the task.

I also discuss with clients the importance of establishing a website hub long before they publish.

As a children's book editorial and publishing consultant (after having been a children's book publishing at one of the large houses), I often discuss with clients the role that agents can and, in my opinion, should play if their clients are interested in self or indie publishing.

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.

Pignott recommends having technicians discuss with clients the core areas of importance, which doctors determine.

A 1999 study surveyed 327 veterinarians and 322 physicians about how often they encountered zoonotic diseases to suggest the appropriate role each profession should play in educating the public on zoonotic diseases, prevention, and precautions.7 The findings indicated that veterinarians encounter zoonotic diseases in their practices or discuss them with their clients more frequently than physicians.

It also provides us with an opportunity to discuss with our clients how to help prevent periodontal disease.

In my practice, new staff members attend weekly training meetings and shadow experienced members to ensure they understand the clinic's protocols as well as how to discuss them with clients.

Yes — but it would be a very rare situation and the risks involved would be discussed with the client so that they could make an educated decision.

Unfortunately, this may also contribute to the sub-optimal clinical management of individual affected dogs if the condition is under - recognised and not discussed with clients.

Always discuss with your client what they are comfortable spending and present art that works within that budget.

Social media needs to be discussed with all clients, or at least all who are economically active as its use can have a serious impact on anyone with a professional or business reputation to maintain; quite simply, irresponsible posts or tweets could cause irrevocable career or business damage.

As with any form of electronic communication, the risk of interception and the options to protect or secure such communications should be discussed with the client prior to transmitting information by these means.

When it comes to discussing this with your clients, you essentially have two options.

Establish how expenses will be billed and paid, as well as who discusses with the client whether to incur expenses.

At any stage of litigation, if a loss can be anticipated or may be likely, consider discussing with your client how the ATE policy payout is to be spread around in the event the coverage is not enough.

When negotiating settlements on behalf of clients who may be receiving ODSP (or if incapable, for their litigation guardians), litigators need to be aware of the potential impact these settlements may have on the disabled person's benefits, so that they can discuss this with their clients.

If expert evidence is needed to make your case, make sure that you have fully discussed this with your client and have clear and well - documented instructions as to whether or not to retain any experts required.

If scope changed, did we become aware of the change on a timely basis and discuss with the client how a scope change would affect schedule and budget?

Michael Klein, who represented Badesha, did not wish to comment on the decision yet but indicated he would discuss it with his client and take his instructions on what to do next.

«The lawyer should be knowledgeable about title insurance and discuss with the client the advantages, conditions, and limitations of the various options and coverages generally available to the client through title insurance,» states Rule 2.02 (10) of the Rules of Professional Conduct.

Further weeks would elapse before I could consider replies and discuss them with the clients.

The merger talks, exclusively revealed by Legal Week on 3 June, have now reached advanced stages, with both firms this week discussing with clients and partners a high - stakes deal that would be the largest - ever merger between two UK law firms.

In fact, they can also discuss with clients the possible options for them to immigrate to Canada.

If the offer is a true low ball offer, we then discuss with the client how much better we think we can do for them.

In preparing a power of attorney for personal care, we will discuss with our clients the preparation of specific instructions to be attached to the power of attorney, detailing the nature of the -LSB-...]

Many of these considerations are highly fact - specific and should form part of the overall strategy that will be discussed with the client.

Even though the piece seems very focused on litigation and court processes it is important for lawyers to discuss with clients other process options, including negotiation and mediation.

Garcia suggests discussing with the client the potential to create a full - or part - time job or a secondment for you at the company.

All offers are discussed with the client.

Document the time spent reviewing the title search, and note what issues were discussed with the client.

Weeks, months or even years after a deal is completed, detailed dockets such as these can serve to confirm that particular issues were discussed with the client.

Document the time spent reviewing the file and note what issues were discussed with the client.

The merger talks, exclusively revealed by Legal Week on 3 June, have now reached advanced stages, with both firms this week discussing with clients and partners a high - stakes...

For example, a fee for opening a file, calling up a closed file or performing any other normal administrative function is unlikely to be anticipated by the client and should therefore be discussed with the client beforehand.

Since my practice is largely around IT issues, it has helped me understand those issues and discuss them with clients.

Each expert's report must be sent to the client soon after receipt, and the conclusions and implications for the case discussed with the client.

If you are on the receiving end of a pre-contractual statement, you may want to discuss with your client whether to end the negotiations on that issue so that you can try to rely upon the statement in the future.

As a plaintiff's attorney I know that I discuss this with my clients any time where it appears that the attorney's fees would be inappropriate.