Sentences with phrase «financial strategy unique»

I believe that personalized service is essential when matching clients with the right financial strategy unique to their goals.

Not exact matches

David Treat, managing director for Accenture's financial services industry blockchain practice, says in an emailed statement: «As we move into production implementations, bank executives will need a clear roadmap for how and where to rethink their strategies and redesign their operating models, which is why we undertook this unique study.»

According to the U.S. Small Business Administration, the main parts of a business plan include the executive summary, a company description (what makes the company unique), a market analysis (the competition and target demographics), the company's structure, a description of the service or product line, the marketing and sales strategy, financial projections — plus any additional useful information.

Unique among savings plans, this strategy lets you recapture interest you'd otherwise pay to banks and other financial institutions.

They provide an intuitive interface to set up automatic deposits, a customized investment strategy based on your unique financial situation and preferences, along with the ability to automatically invest extra funds from your checking account within minutes.

Our definition of financial inclusion goes beyond the standard fintech approach: We welcome startups that address financial inclusion by leveraging unique innovations both at the solution and strategy levels.

Interventions in «low - performing» schools should include coherent strategies that include understanding each school's unique context, strengths, and needs; ongoing professional development for staff; research - based practices; parent, student, and community involvement; and the necessary financial resources to support school transformations from low - performing to high - performing.

In addition to operational support and an impressive matrix of loan programs and competitive pricing, On Q Financial has an in - house marketing team that is constantly crafting unique strategies to promote you and your agents.

As defined by the website, Motifs are «customizable baskets of up to 30 individual stocks or ETFs that represent a unique industry trend, trading strategy, financial goal, or personal value.»

They provide an intuitive interface to set up automatic deposits, a customized investment strategy based on your unique financial situation and preferences, along with the ability to automatically invest extra funds from your checking account within minutes.

Though the end goal is the same — to help pay for college — everyone's investment strategy may not be the same and can even differ greatly based on unique circumstances, financial constraints, timelines, and overall savings goals.

He focuses on your unique financial situation to help you match the right strategy and meet your goals.

Matching your unique financial situation to a particular goal — such as investing for growth and income — requires research and strategy.

Voya life insurance van be a key part of your overall financial strategy — providing protection for loved ones in the event of your death and offering unique ways to plan for your financial future.

Ed has written numerous articles to educate the public and his clients on his unique insights into strategies that actually work, instead of the «conventional wisdom» common in the financial industry.

In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.

A Unique Guide to Wealth and Financial Independence Using Value Investing Strategies Singapore

Joe's leadership skills and innovative thinking has led him to create a unique business model where he utilizes sales, marketing and service strategies to get Pure Financial to where it is today.

To accomplish this goal, we use a unique combination of financial tools and investment strategies based around key life events such as retirement and business succession, to assist you with the accumulation, growth, management, preservation and transfer of your wealth.

The following is a guest post from Nick Drzayich, an advisor at Eagle Capital Management where unique and innovative financial strategies such as Becoming Your Own Bank are taught.

At Reyes Financial Architecture, we take risk management seriously and use unique strategies, in order to protect downside risk, while participating in market gains.

This strategy defines sustainable tourism development as «the optimal use of natural, cultural, social and financial resources for national development on an equitable and self - sustaining basis, to provide a unique visitor experience and an improved quality of life through partnerships among governments, the private sector and communities».

In 2013, Victoria Sobel was elected and served as the Alumni Association's Art Representative on The Working Group to propose alternative strategies to establish financial sustainability while retaining Cooper Union's unique heritage of academic excellence, merit - based admissions, and full - tuition scholarships for all admitted undergraduate students.

ProsperiProp took the Financial & Cryptocurrency markets by storm with their business model and launch of their PROPX ICO that is said to be unique and a one - of - a-kind modern investment strategy.

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Forward - thinking idea generator with deep financial acuity and unique background in sales and marketing operations, skilled in envisioning and executing growth strategy and scrutinizing information to identify trends, opportunities, and risks.

Reversed a Profit Decline and Built Revenues For Mortgage Industry: I serve as the Operations Manager for SB Financial working in an entirely new marketing strategy that offered unique challenges.

Professional Experience United Media — a division of E.W. Scripps (New York, NY) 1988 — 2011 SVP / General Manager — Syndication & Web (2002 — Present) • Outline financial and strategic direction of business operations, directing all aspects of syndication division including sales, editorial, web, customer service, administration and production • Identify, develop and launch unique, valuable IP created by artists, writers and producers, including Dilbert and Big Nate • Negotiate client, talent, licensing and vendor agreements, working closely with in - house and external legal teams • Develop pricing strategies, competitor and market analysis, marketing and business plans for over 200 properties • Manage key talent relationships with IP including Charles Schulz / Peanuts, Scott Adams / Dilbert and Gemstar • Oversee and direct content for first and largest consumer - facing website in industry, comics.com, developing subscription and ad - based models and creating new features including e-commerce, widgets, RSS feeds and animations • Increase revenues, manage expenses, streamline workflows and create team environment to increase productivity, consistently exceeding profitability goals within a declining market segment

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This can involve unique strategies to deal with child custody issues such a parental alienation, or financial issues involving businesses and valuations, and determining assets and liabilities that should be included in a marital allocation at divorce.

Every marital breakup has its own unique legal, financial, and / or parenting issues, which require their own resolution strategies.