Sentences with phrase «existing plan client»

Under the new DOL rule, when a registered investment advisor («RIA») with an existing plan client offers rollover advice to the plan's participants, it would be customary for the RIA to earn a higher rate of compensation from the rollovers.

Not exact matches

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

Perth - based Swick Mining Services says it made a number of redundancies to minimise costs during the March quarter and plans to make an impairment adjustment at year's end, despite an increase in demand for underground drilling from its existing clients.

After all, success in consulting is largely the art of identifying a client's problems before he even knows they exist, says Mary Ann Galloway, a health care consultant in Saluda, N.C. Starting out 20 years ago, Galloway's business was designing managed - care plans.

The company plans to aggressively upgrade its existing corporate clients to the latest line of BlackBerry 7 smartphones, and push the adoption of its Mobile Fusion platform.

Set new, higher rates for new clients and come up with a plan to increase your rates for existing clients at least by the end of the year.

Edward Jones announced Thursday that it would create a «grandfathered account «to serve existing IRAs with investments acquired before the April 2017 compliance date, saying that «investments in existing IRAs, as well as systematic investment plans that are in place before April 10 of next year can continue as long as they remain in the best interest of your client.»

Paul has helped clients like TMP Worldwide (Monster.com), Oreck, Tabasco, Logoworks, Blanchard and Company and Blue Man Group integrate efficient online advertising programs into existing marketing plans.

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.

T - Mobile is offering Nexus One on a two - year contract basis at $ 179 to new clients, $ 279 to current patrons who are adding data plans and $ 379 to existing customers who are upgrading their data service plans.

This purchase will allow us to strengthen our product portfolio and strategically build on our existing plans to diversify our client base, extending our offering into the media industry, in addition to trade and academic publishing markets.

Their previous pricing plans (the «penny», «per trade» and «per share») are still available to existing clients who opened their accounts before January 12th 2016.

We provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next generation clients.

Alta maintains selling agreements with most major retirement plan platforms, thus plan advisers can likely offer the Endowment CIF to their plan sponsor clients through their existing platform relationships, according to the firm.

Standout features include a customizable portfolio mix, $ 0 account fees, free emergency fund cash management and free analysis and tracking of clients» existing 401 (k) plan assets.

The Minnesota College Savings Plan fits in nicely as a turnkey enhancement to your existing services — helping to deepen the client - advisor relationship and build the trust that spans generations.

The Existing Client Fact Finder is for use when just updating existing client's investment and retirement planning information (for use with Real World Retirement and other retirement prExisting Client Fact Finder is for use when just updating existing client's investment and retirement planning information (for use with Real World Retirement and other retirement progClient Fact Finder is for use when just updating existing client's investment and retirement planning information (for use with Real World Retirement and other retirement prexisting client's investment and retirement planning information (for use with Real World Retirement and other retirement progclient's investment and retirement planning information (for use with Real World Retirement and other retirement programs).

Next Gen Financial Planning firmly believes that despite the growing popularity of the AUM model and its important advantages over commissions, it is still riddled with conflicts of interest while also preventing clients from receiving the enormous benefits of economies of scale that now exist.

This plan is also discounted the most and is the best value for clients who want their pet to be monitored for existing or potential geriatric or breed - associated problems.

As we develop our plans for 2016, regional charter routes will continue to play an important role in the promotion of Jersey and in our efforts to attract new and existing clients - watch this space!

She counsels clients not to transfer credit card balances to a new card with a great introductory offer unless they plan to not use their existing card for at least six months to avoid «credit card roulette.»

For me personally I am delighted to be able to take greater responsibility in leading client relationships and helping existing and future clients plan for the specific challenges and objectives they have.»

Based on its proprietary software and underpinned by an extensive library of petroleum market data, Kalibrate's products enable clients to devise new market entry strategies, plan and refine existing petroleum retail networks, and react to petroleum pricing changes on a real - time basis.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

Kelly added: «Given the synergies that exist between my own practice and that of Fladgate coupled with their ambitious plans for future growth, this move presents a great platform and an exciting opportunity for me to further develop Fladgate's private client immigration offering.»

At both partner and associate level, clients are continuing with existing recruitment processes and our clients continue to issue offer to candidates, as planned.

«A strategy and a solid action plan to understand the needs of clients that is well implemented would serve to solidify and deepen the existing and current relationship, as well as achieve the necessary financial results for the law firm.»

Does your firm's compensation plan provide adequate incentives and rewards for associates who originate business from existing and potential clients?

Fail to adequately advise the client on existing breaches of planning or building regulations

Reviewed and updated a strategic go - to - market plan including existing plan analysis; review of alignment with existing clients (representing 85 % of firm's current market share across they key industries); competitive analysis and market share penetration.

Personal marketing plans should be developed by those attorneys who have demonstrated the potential to generate new clients or to proliferate work from existing clients.

Our clients include corporates, financial institutions and the public sector, both domestic and international, with existing operations in, or planned investments into, Tanzania.

The team advises existing partnerships on their tax position as well as clients seeking to use partnership structures for specific tax planning reasons.

Every lawyer will schedule at least one planned introduction a month between an existing client and a lawyer from a practice area or department that is not now servicing the client.

This office complements our existing offices in Al - Khobar and Bahrain, allowing us to work closely with our clients to capitalize on the opportunities presented by the Kingdom's 2030 vision and transformation plans.

When we advise clients on a contract, we also plan an exit strategy and can rework existing deals.

As a facet of helping clients develop that platform, we evaluate the full range of marketing resources and tools the firm employs, including business - development programs for existing and new clients; marketing communications and public relations; Web sites and other electronic communication vehicles; printed collateral; pitch and proposal generation systems; protocols for gathering and analyzing competitive intelligence and for conducting market research; CRMs and other databases; and strategic business - planning procedures at the firm, industry, office, practice, or client levels.

We review the firm's strategic plan, client list, financials, existing print and electronic marketing materials, and any other information relevant to the project.

The business development plan behind the Patent Map is twofold: to increase revenue by targeting new and existing clients (winning just one piece of new business can make a big difference to revenues), and to raise the firm's profile in its bid to become the go - to law firm for complex international patent litigation.

I plan to help develop the family division in Birmingham using the firm's existing client base, developing new quality business and providing excellent client service.»

Existing clients were as excited as we are about the changes LAW Absolute is making with a focus on the numerous events we have held and are planning to hold.

Obtain new clients — by recommending a creative and safe financial planning option to existing clients who are able to unlock hidden value in their life insurance policies, you may generate personal referrals to new clients; and

The bank has also firmed up plans of offering equity - related services to its clients through its existing network.

Life Insurance Audit is a proven and tested system that is used to ensure that clients worldwide will have the best insurance plan existing in the market.

The latter is an existing policy owned by a terminally ill client who would presumably use the money for medical expenses and final estate planning.

You will be undertaking the full 360 Consultant role: • Winning and developing new business within the IT sector • Maintaining existing relationships with established clients • Ensuring that all clients and candidates receive a world class service • Regular communication with other members of the team • Working to sales targets and deadlines in a fast paced environment There is a clear mapped out career plan with advanced sales training and other development tools available to help you reach your career goals.

THE POSITION: * The successful candidate will be working as a Trainee Recruitment Consultant within the companies commercial recruitment division and handle the 180 recruitment cycle (New Business Development) * Proactively contacting business by phone to speak about their recruitment requirements from job vacancy leads, given leads and opportunities generated by the companies advertising & marketing channels * Responsible managing / nurturing existing accounts * Attending external networking events and business meetings with prospective clients * Working on a continued development & training plan to quickly develop into a full on 360 recruitment consultant THE PERSON: We are looking for an individual who is already working in Sales or who is a recent Graduate that is looking for a big opportunity within Recruitment or Sales.

Typical work activities highlighted on an Insurance Broker resume sample include assessing client insurance needs, attracting new clients, amending existing policies, developing customized insurance plans, and advising clients on how they can fill claims.

Financial Planning firm with a focus on a retirement market is looking for a part - time office administrative assistant that would perform various client service functions to existing clients and...

Offering exceptional proficiencies in preparing site plans, specifications, and cost estimates, and effectively coordinating the arrangement of existing and proposed land features and structures, as per clients» requirements.