Sentences with phrase «follow a client through»

Not exact matches

It operates through the following business segments: Investment Banking, Institutional Client Services, Investing and Lending, and Investment Management.

Refund / Cancellation Policy: In case a Client has paid or deposited money with the Company with respect to the services offered by the Company through the website, the Company reserves the right to refund / send back to the Client any amounts received in any of the following events: (a) Upon the Client's request, and subject to the Client's balance with the Company and subject to the Client being KYC compliant.

If the CFP Board follows through and revises its standards, adopting a fiduciary standard for its certificants that applies to all financial recommendations to clients, that will make it easier to educate investors about who the true fiduciaries really are.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Following an exceptional year in 2017 they are currently looking to develop and grow their team through the recruit of an Internal Account Executive to play a central part in speciality and luxury packaging projects for clients across the UK.

Our client financial agreement attempted to prepare consumers for these unforeseen and very unfortunate circumstances, and making clear that ultimately the responsibility for any unpaid balance is the client's, yet when insurance companies failed to follow through per the client's expectations, it was most often the midwife that suffered the burden of a disappointed client.

«I think her direct testimony was pretty compelling and I think through her testimony we established the lawyer - client privilege, confidentiality obligation was violated, the executive session confidentiality privilege was violated and these are serious violations,» Miller told reporters following the hearing.

I often ask clients to think about images that make them happy, and inspire them to want to follow through with eating well, moving more, drinking more water, and getting enough sleep.

Nutrition is a hot topic these days, yet many of my clients still struggle with consistently following through with â $ the basics, â $ and the stats show that missing the mark on many healthy habits is the norm.

When I take many of my clients through guided mediation, followed by instruction on mindful eating, the impact is immediate.

Coaching In Action segments will allow students to follow along as male clients (with various health issues and varying levels of motivation to change) go through sessions with a Functional Medicine doctor and then work one - on - one with their coach.

So many of my clients have the best of intentions when it comes to eating healthy and following through on their wellness goals, but then «amnesia» sets in, especially when they are hungry, tired, and limited on time.

But what compelled me to follow through (beyond wanting better digestion and clearer skin) is all the clients I've seen make major breakthroughs in their health.

The program teaches exercises that follow unique progressions or regressions designed to increase functional strength and stability for a client at any level of condition from rehab through to athletic performance training.

At the Integrative Women's Health Institute, we are continuously seeing clients who are seeking a more holistic approach to pregnancy, through the following article we intend to provide you, the reader, with research backed approach to preconception and optimizing your fertility through proven ways we've seen work for many clients in our practice.

By Kamila K. Veljkovic, Integrative Women's Health Institute At the Integrative Women's Health Institute, we are continuously seeing clients who are seeking a more holistic approach to pregnancy, through the following article we intend to provide you, the reader, with research backed approach to preconception and optimizing your fertility through proven ways we've seen work for many clients in our practice.

One would think that when presented with basic advice like this it would be easy to follow through with healthy choices, but as a nutritionist who has worked with clients for more than three decades, I know that reality is much more complex.

The complex topic remains an ongoing subject of interest for me and many of my clients, and following are some common questions I've been asked, as well as strategies I developed to help those who struggle to break through into fat burning machines.

I noticed a trend when helping a client navigate through Tinder: lots of women posted their snap chat and instagram accounts and asked to be followed.

The film's title character, a «night nanny» played by a lightly pixie - dusted Mackenzie Davis, hired by Marlo's wealthy brother - in - law, Craig (Mark Duplass), to help her through the first few sleep - deprived months of motherhood following the birth of her (unplanned and only grudgingly welcomed) third child, is a figment of her client's imagination.

The only drawback is that he has a very important divorce case the following day and must lie through his teeth to help his philandering client.

The film, Kiarostami's follow - up to last year's Euro - set «Certified Copy,» centers on a young Japanese woman who finances her studies through prostitution, and her relationship with a brilliant, elderly academic, who is also one of her clients.

T M Stafford is an Instructional Design scholar, media producer and project manager for development and launching of creative and innovative educational solutions, including all aspects of establishing and driving design team, coordinating with client for course / training needs, through developing platform and presentation limitations to final stages of launch and quality assurance follow through.

Our team dives into the mission and culture of our client's communities, collaborating closely to identify individual, relatable people to profile and follow through compelling storylines.

IAUTOHAUS is committed to providing our clients with the following; fair market value pricing, low - mileage Carfax certified vehicles, 150 multi-point inspection through our Bosch Authorized Service Center, by one of our highly trained Master technicians.

We have simplified all our processes allowing all our clients to follow up on the progress of their papers from placing the order to choosing a skilled writer, through the writing process and finally the final stage which is proofing and editing of your essays.

Following is a general outline of the topics we can work through together, though not all apply for every client.

«I know of only two people who actually followed through with that and one was a client of mine — a musician.»

Planners / coaches / advisors: it can be a great resource to point your clients towards to help them follow - through on your plans with ETFs or index mutual funds — or contact me for a discounted bulk order and give them to all your clients proactively!

As a credit repair professional, it is particularly important to be able to communicate and follow through with my clients as quickly and efficiently as possible.

Raleigh, NC — May, 2011 — Consumer Education Services, Inc., a Raleigh, NC - based national nonprofit credit counseling agency that is currently helping more than 70,000 Americans become debt - free through debt management programs, continues to follow through on its commitment to help clients avoid...

If you can create this atmosphere for your clients, and follow through with your promises, you will have started a very successful business.

We make sure our clients are — 100 % happy — through the many different department's set - up to cover our clients from every angle including the FDCPA violations team, the credit auditing department, retention department, quality assurance department, credit repair department, managers that follow - up with the clients and even the CEO gets involved with day to day client situations.

We provide excellent communication, high - quality service, and impeccable follow through with every client.

This is done through education, negotiation, and coming up with a debt management plan for the client to follow.

While we appreciate the desire to learn more about bankruptcy before meeting with a bankruptcy attorney, we encourage clients to follow - through to Step 3.

The course included over 15 modules of study, was taught by Ph.D. s in animal behavior, including Behavior Analytic techniques in relation to behavior modification and problem solving, Re-homing and Other Decisions when the dog can't stay, Understanding and Managing Family Dynamics, techniques to Optimize Client Follow Through, what to do if customers aren't seeing results, and more.

Walk the Walk is a follow up handling class after any of our training programs that allows clients to practice working with their dog in a safe and predictable environment, but also to work through real world issues, like handling around other dogs, people, bikes, skateboards ect... If you have participated in any training with K9 Lifeline, you are eligible to join us every Sunday at 9:00 am for our big dogs and 10:30 am for our small dogs for our one hour Walk the Walk handling class.

The staff at KTAH strives to maintain a close partnership with its clients by providing continuous follow - up through phone calls or emails about their pets» progress and needs.

Tucson veterinary clients can now bring their pets in to Spanish Trail Pet Clinic, and receive the following care solutions to pet conditions / traumas through Class IV therapeutic laser surgery:

You may have an excellent training program, but if your clients don't follow through and practice at home, the result will be a dog that is not as well trained as possible and ongoing excuses as to why no or very little practice has taken place.

Reinforcement is the key to a client's ability to retain information and follow - through — so be sure to show, tell, and reiterate your instructions often.

Whether you want to take a Game of Thrones - inspired tour through Spain, or follow in the footsteps of Martin Luther during the Protestant Reformation in Germany, as a Zicasso client you can find the experience you're looking for.

Following June's open beta, Legends of Aria will go into an early access soft launch through its own client.

follows Lee Kimball over the course of five days as he sets forth into the wild with nothing but clients» brands to help him get through the ordeal.

Living Off the Brands follows Lee Kimball over the course of five days as he sets forth into the wild with nothing but clients» brands to help him get through the ordeal.

My clients also appreciate the fact that I follow through on my promises and I get back to them on inquiries fast!

Leading accountancy practice Baker Tilly offers an example law firms could follow through its innovative use of video in client and internal communications.

Principal lawyer Frank Van Dyke assists clients through a wide variety of legal issues in the following areas:

Clients who need three written reminders and a phone call, or who promise to pay and do not follow through, will maintain that pattern throughout your representation.