Sentences with phrase «for additional clients»

This task will only work on one label but you can repeat the process and create news tasks for additional clients.

$ 50 USD per person for additional clients not to exceed 6 people total.

Coordinated directly with Sales / Account Executives aligned to refer accounts for additional client information and facilitated introductions to the client.

Not exact matches

As Neil Dutta, head of economic research for Renaissance Macro, wrote in a note to clients, Friday's report was the lowest reading in sixth months, and the index has been «below the 50 breakeven level for nine of the last ten months and will likely intensify calls for additional policy accommodation.»

MyCoin investors were also reportedly offered additional profits and prizes, including a Mercedes - Benz vehicle, in exchange for sourcing more clients.

«We're pleased with our improved performance in the quarter as it demonstrates the earnings power of our diversified franchise and shows what is possible with modest improvements in the environment and client activity, and we believe there is room for additional revenue and earnings growth, as we further diversify our global franchise across a broader client base with an expanded suite of products and services.»

Some have started charging mid-size corporate customers, who employ 2,000 to 10,000 people, additional fees for integrating medical claims and pharmaceutical claims when they are managed by different companies, Dross said, and could require those fees for larger clients as well.

Your insights will flow back to your company's product development team, for them to build additional features into your product, that can help next year's upsell with that client.

Do consultants offer a discount for referring additional clients?

For example, if a company sets a new goal to recruit more clients, managers must determine whether to hire more employees to meet the demands of the additional clients.

For example, if I am aware that a female client has an abusive husband, she is going to need additional emotional support.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

Small business owners should also focus on empowering their managers to oversee the delivery of projects, keep an ear to the ground for additional projects and continually look for opportunities to provide fresh services to clients.

The recent signing of the largest client in the history positions MTBC for additional revenue growth in 2018.

As President and CEO of TD Ameritrade, he is primarily responsible for the oversight of the strategy and operations supporting the company's three client channels: Retail Investing, Trading and Institutional, along with additional responsibilities overseeing technology, operations and corporate functions.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

A good solution for firms running multiple payrolls with a high number of employees, Crest Payroll pricing is based on the number of active employees in each client's business, with no additional per check or per payroll run assessed.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

SoFi offers a variety of additional benefits for their student loan refinancing clients.

Client information may be used by Wellington Management in order to identify potential client needs for additional investment management serClient information may be used by Wellington Management in order to identify potential client needs for additional investment management serclient needs for additional investment management services.

When lawyers follow their clients halfway around the world to look out for their interests, it layers on additional challenges — and some are minefields.

If the publication of a transfer isn't desired, the Client can request for the details of the transfer not to be published, and must pay an additional fee (4 % of the Price) to the Contractor.

An additional 60,000 investors were not accepted as new clients by brokers for the same reason over the same three months, NERA says.

More than that, you can create an additional ongoing revenue stream that requires a little effort each month at your end but can provide a significant benefit to your client in the form of increased sales or sales leads for their business.

Making this change allowed the client to produce more leads for a lot less, which saved money in the short term and produced a ton of additional profit for the business.

It took extra effort to account for all these additional factors, but this approach ensured that our PPC campaigns were producing leads that actually helped the client grow their business.

This will give your business immediate credibility, and the franchisor may provide you with additional resources and good leads for your first clients.

For smartTrade's clients, it's an additional proof of transparency and allows them to be prepared for any audits or future regulatory requiremenFor smartTrade's clients, it's an additional proof of transparency and allows them to be prepared for any audits or future regulatory requiremenfor any audits or future regulatory requirements.

He also manages additional segregated accounts for pension fund clients run on the same strategy as the Phoenix UK Fund.

By broadening your client segments, you open opportunities for your business to grab additional clients for your existing or new product lines and services.

All the platforms are made available to all clients at no additional cost, which is a nice plus for customers.

GBST (GBT), a Fund investment which makes software for financial services clients, surprised the market in August by announcing that its products would need an additional $ 50m of «investment» over the next three years.

Today, 71 % of Memphis Invest clients purchase additional properties for their portfolios in the first year.

There is no circumstance under which the traders or the clients of IQ Option would need to pay any kind of cost or additional fees for doing trading with this trading platform.

CBRE is assisting in the search for an additional 200,000 - square - foot warehouse facility to further support client requirements.

Ukwazi's growth is noticeable through the number of renewed contracts for longer periods and the new clients acquired in 2017; the company also has pipeline clients requesting additional services, mostly in the Southern Africa region.

Among its clients: NATO's Strategic Communications Center of Excellence, which hired SCL to conduct a two - month training session in 2015 at its Riga, Latvia, facility for NATO personnel, followed by additional sessions in Ukraine, Moldova and Georgia, officials said.

Certifying bodies are responsible for assessing their clients against these additional requirements if the certified products are intended for U.S. - Canada trade under this agreement.

Its National Produce Connection System, for example, offers NPC clients additional customized reporting of electronic invoicing and provides online ordering capabilities.

The accuracy of Clients formulas, recipes, measures & weights of ingredients, production yields, the additional data pertaining to the other ingredients such as nutrition information for specific ingredients used by Client in the recipe, and any other information supplied to Consultant is the responsibility of the Client.

This newly created program at USDA will harmonize existing transitional certification programs currently operated by Accredited Certifying Agents and provide a mechanism for additional certifiers to offer this service to new clients.

People within the 25 - year - old midfielder's entourage are pointing the finger at Barcelona for manipulating their client and have suggested the Nou Camp club used family members to provide additional pressure.

Contact Amazon client Service for additional info.

Baby + Company encourages clients to participate in New Moms Groups, workshops for new and expecting parents, lactation services, and many additional programs designed to support women and families.

She loves snapping a few professional photos for her clients and also offers additional lifestyle newborn photography.

I think that it's very important that when you are looking for someone to capture these moments for you, if that person in additional to having the technical skill and the artistic knowledge to execute what you have as your vision as a client.

An additional followup visit at five to six months postpartum is essential to determine the client's plans for switching to another contraceptive method and for introducing complementary foods when her baby is six months old.

We ask for more clarity about the additional compliance obligations that a UK firm would have to meet when referring a client to an adviser located outside the UK, in order to protect itself from the risk of a criminal prosecution.

Correction: A previous version of this article incorrectly stated that Whiteman Osterman had not filed an additional lobbyist termination for Todd Howe for client Hudson Group.