Sentences with phrase «from referring clients to»

AVSAB recommends R + The American Veterinary Society of Animal Behavior (AVSAB) discourages veterinarians from referring clients to trainers who subscribe to dominance theories and confrontational training.

The situation will undoubtedly also have been supported by the ruling in December from the CBRC, which discourages banks from referring their clients to invest in such products, as well as the regulator's recent mandate that firms tighten their risk management and disclosure around entrusted loans.

Not exact matches

«We started getting referrals from clients who had never referred to us before: their co-workers, relatives, friends.

In my own business, as an example, I receive backwards commissions from a handful of vendors I generally promote and directly refer clients to.

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.

Thanks for all you are doing, I am also gluten free and love your recipes and I am a psychotherapist and regularly refer clients to your site as well, healthy nutrition is so important when suffering from depression / anxiety..

Note from Renee: I refer most of my local clients to Dr. Chenelle Roberts for tongue and / or lip tie releases.

Also referred to as cognitive reframing, it's a strategy therapists often used to help clients look at situations from a slightly different perspective.

I am referring my clients to these local childbirth educators whom have mostly had homebirths with me and can teach from a homebirth perspective.

She often sees those clients that other lactation consultants from throughout Ohio have referred when they are unable to resolve the problem.

In 2010 130 clients from 30 different countries were referred to Freedom from Torture's North East centre in Newcastle.

He is alleged to have referred potential clients suffering from asbestos caused cancer to the Weitz & Luxenberg law firm.

In another, Silver stood accused of receiving secret legal fees from another law firm after he referred two real - estate developers to it as clients.

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.

Lawmakers would have to name names only if a client were actively seeking something from state government AND the lawmaker either personally lobbied for that client or referred the client to his or her firm AND the client was paying the lawmaker or his or her firm $ 10,000 or more.

The indictment said that while Silver claimed the outside income was from clients at law firms, the speaker never represented any clients, but rather referred business to the two firms, collected referral fees and used his power as speaker to help a doctor and two developers get what they wanted from Albany.

Silver allegedly received millions of dollars in referral fees from Weitz & Luxenberg, and was credited with referring more than 100 clients, many of whom were referred for asbestos cases, according to the complaint.

In her 1st year in practice she already had a 3 month waiting list of clients referred to her from Licensed Doctors.

You may have heard of it referred to as tapping for short, and it's one of my favorite tools for helping my clients break free from anxiety, depression, generalized stress — even physical pain and performance issues!

You can refer your client to bestselling books from major publishers online to demonstrate that a line space between paragraphs is not generally used without a specific purpose, and it is, in fact, one of the marks of a self - published book.

if problems with their credit reports are prohibiting someone from being a more highly qualified client, for you; refer them to us.

But as long as adviser compensation originates directly from the client and never from product or transactions, they can use either a fee - for - service or a percentage - of - assets fee model, or both, and still refer to themselves as «fee - only.»

In Canada, Cary List, CEO of the Financial Planning Standards Council (FPSC), says that while there is no regulatory definition, the FPSC's expectation is that a fee - only relationship refers to planners whose compensation originates directly and exclusively from their clients.

And they treat the affiliates to 20 % of the fees collected from your referred client.

All your business needs to do is refer the lead to one of our debt relief specialists and we do all of the work — while your business gets to collect residual income and produce happy clients from the spectacular program we provide.

Refer - a-friend programs from online brokerages are generally a way for the brokerages to offer an incentive (such as cash back or free trades) to an existing client to help bring in new clients, often at a fraction of what it would normally cost to do so through other means.

Reverse mortgage lenders are also prohibited from making the appointment for the borrower: HUD Mortgagee Letter 2004 - 25 states that «the lender may not contact a counselor or counseling agency to refer a client.»

In fact, 99 % of all consumer proposals we file are accepted by the creditors and a significant percentage of our clients come to us referred from satisfied clients.

Exceptional customer service is a consistent factor in our clients using us repeatedly and referring us to their friends & family in the Lower Mainland (from Squamish to Hope).

I refer my clients to Nikki Guerrero from The Credit Repairman as she has been instrumental in helping my business thrive, by helping my clients build better credit so they can use that towards purchasing a house.

Most of our clients come from referrals, and we greatly appreciate every time one of our clients refers us to other person who needs credit repair.

The incentive referral agreements that National Bank Direct Brokerage enters into from time to time with another Member under which National Bank Direct Brokerage may refer its clients to or may receive referrals from are in exchange for the sharing of commissions.

Unlike margin in the stock market, which is a loan from a broker to the client based on the value of their current portfolio, margin in the futures sense refers to the initial amount of money deposited to meet a minimum requirement.

Unlike the Questrade affiliate program (which is distinct from their refer - a-friend program), for example, in which anyone can receive a bonus for referring a client to Questrade, the friends and family referral plan from Virtual Brokers explicitly defines that friends and / or family of account holders are the only individuals eligible to take advantage of this offer.

Most of these clients and their pets are referred to OSU by their home - town veterinarian and travel from Kansas, Missouri, Arkansas, northern Texas and across Oklahoma to seek the expertise of specialists like Dr. Ryan Baumwart, DVM, a veterinary cardiologist.

Veterinarians from across the southeast have learned of this service and referred clients and their pets to our clinic for advanced dental procedures.

You see, Watson's mom was referred to me by a previous Separation Anxiety client, a client who also has a dog who successfully graduated from our Separation Anxiety program, and who is enjoying peaceful time out of the house while their dog «Zoe» rests quietly.

It was incredibly helpful to learn about why she chose to pursue multiple certifications, refers clients out and receives clients from a powerful network of trainers in her area, and how she increases client compliance for her aggression cases.

• Refer you to vets who offer special low pricing to our clients • Provide information on coupons or vouchers offered by your city or county • Direct you to special programs from other humane societies • Provide subsidies to pet guardians who demonstrate financial need.

The young adult dog, whom Deeds refers to by the pseudonym Rigby to protect her clients» privacy, seemed like a highly adoptable dog when a rescue group pulled him from a shelter.

The front office staff for our Equine and Nemo Farm Animal Hospitals expertly handle all business related to patient admission and discharge, fielding calls from clients and referring veterinarians, and hospital billing.

Unfortunately, it is usually impossible to determine a specific diagnosis from a telephone description provided by the client or from the referring veterinarian.

We have a great relationship with our clients, who often refer us to their friends and families, and on numerous occasions we have received rave reviews from our clients.

It's a great idea to set up a symbiotic relationship with such an organization, especially if they are able to help your business by referring new clients from their followers in exchange for your ongoing support.

However, if the patrons are too set on their idea to appreciate my process, I simply refer them to an artist who is happy work from photographs provided by clients.

Over half of our new customers are referred to us by previous clients, and we are one of few solar installers in San Diego that provide a list of over 50 recent installation references, allowing you to hear it directly from our satisfied clients.

In this case, instead of referring my client to lawyers, or pestering my colleagues for help, I decided to see if I first could find some answers myself, through research, and assistance from duty counsel or counter staff at the courthouse.

In fact, many of our clients are referred to us from other attorneys.

This is a document both you and the client may need to refer back to from time to time during the engagement.

When attempting to contact a lawyer to refer business, well - intentioned gatekeepers have prevented the calls from reaching the lawyer, and frustrated potential clients or referral sources give up and refer their business elsewhere.