Sentences with phrase «future goals of the client»

This particular approach does not focus on the past, but instead, focuses on the present and future goals of the client.

Not exact matches

In addition, financial planners must «make diligent inquiry of each client,» at the beginning of the relationship and on an ongoing basis, to assess the client's financial condition and present and future goals.

This panel will focus on how the 2012 presidential candidates have used social media as part of their campaign strategies, what future U.S. elections will look like as social media become even more predominate, and why communications executives should pay attention to these trends when considering their own clients» goals and strategies.

In the process of creating their business plan, and once your client has CAPTURED everything that might help them find the best goals, changes, and solutions to create the future for their organization, the next step is for them to hone these ideas down to only the most most valuable items to include in the organization's strategic plan.

Assess your goals, imagine your future client and his perception and attitude towards this assignment, understand the main idea of the writing, disclose the relevant definition and amaze your instructor with high - quality business ethics thesis.

My only goal is to have a well informed client able to make a confident purchasing decision at the end of inspecting their future home.

At North Shore Advisory Inc., we pride ourselves on our cutting edge knowledge, exceptional service, and commitment to helping our clients reach their goals and take control of their future.

We pride ourselves on our cutting edge knowledge, exceptional service, and commitment to helping our clients reach their goals and take control of their future.

On behalf of the client, Synapse is reviewing these key issues and addressing how best to meet future constraints and policy goals while minimizing costs to consumers.

With membership from well over 100 US law schools, the Alliance's ultimate goal is «to ensure that law graduates are ready to practice with a full complement of skills and ethical and social values necessary to serve clients and the public interest, now and in the future.»

Successfully settled a $ 20 million plus claim against a health industry client involving non-competition and related claims on terms very favorable to client including new business terms allowing client to fulfill future strategic business goals as part of settlement.

Here, James Murphy, Chairman and Co-Founder of Murphy & McGonigle, a US based boutique securities litigation and enforcement law firm, talks about the inspiration behind his career path, the importance of knowing your client, and keeping up - to - date with the latest regulations and directives, and gives insight into the firm's innovative projects and future goals.

Our goal is to keep our clients well informed of past, current and future asbestos risks.

Whenever we work with clients, we listen carefully to determine their definition of a successful outcome, how important this particular matter is to their overall business goals, how this matter could affect other future operations, how it will impact individuals, and whether the client is most concerned about reaching a particular outcome, controlling costs or achieving a speedy resolution.

By combining a deep industry knowledge across a diverse group of lawyers and practice groups, Frankfurt Kurnit brings a unique, client - focused approach to helping clients achieve their goals, whether resolving a dispute, getting the deal done, or just planning for the future.

With over 30 years of experience collaborating with a very diverse types of clients, I provide a passion to build on global services and achievement of strategic goals for the exciting future developments.

Equipped with an MBA in Finance and with over 25 years of experience as an entrepreneur and a career professional and 10 years in business and finance, Mary helps clients define goals, identify and highlight relevant talents and skills, and ensure that past achievements connect directly with future rewards.

Researched government contracting opportunities to align with client goals and reviewed past performance to enhance success of future endeavors.

Responsible for conducting in - depth reviews of clients» financial circumstances and future goals

The main goal of the work of an Astrologer is to advise clients regarding future events by computing position of planets and their relationship to each other based on fact such as time and place the client was born.

A thorough discussion of the client's current state and goals for the future is included.

• Demonstrated ability to determine clients advertising needs and provide correlating solutions • Track record of devising and implementing advertising campaigns that meet clients» specific budgets and requirements • Competent at negotiating with clients in terms of contracts and budgets and ensuring that mutually agreeable terms are decided on • Proficient in handling budgets and campaign costs and ensuring that the effectiveness of campaigns is monitored properly • Adept at managing, reviewing and delivering clients» advertising projects in a time - efficient manner • Proven record of identifying accounts with shrinking revenues and providing them with solutions to maintain their presence in the market • Effectively able to demonstrate bigger picture comprehension of clients» marketing strategies and providing correlating advertising services • Qualified to design campaigns to adequately target specific audiences and provide recommendations for future programs • Hands - on experience in identifying and presenting opportunities for consistency in advertising account management with special focus on both short and long - term goals

We help people identify the hidden job market and penetrate it, learn how to harness the power of social media and networking, learn how to view specific job opportunities based on identifying future goals and determining a clear plan for achievement, improve verbal and non-verbal communication skills in a global business world, and help raise a client's personal profile and self esteem within their company, industry and community.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Marketing & Fundraising Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Develop and implement comprehensive marketing campaigns and all collateral materials Proficient in copywriting, editing, and digital photography Responsible for business development through corporate and community partnerships Build and strengthen professional relationships with community leaders, business partners, and coworkers Represent company brand with poise, integrity, and positivity in television and radio interviews Conduct public relations activities and attend relevant events, fairs, and conferences Coordinate and participate in charitable events in service of the local community Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain records of site visits to potential and existing clients to assist in assessing their future needs Consistently exceed location revenue goals through effective marketing and sales tactics Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Study internal literature to become an expert on products, corporate history, and mission Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform administrative tasks including filing, data entry, phones, and other tasks as needed Set and strictly adhere to budgets and schedules

• Prepared and submitted regular reports related to the branch performance in terms of, assets, client base, client satisfaction, recommendations to increase sales, needs for resources, and future goals.

My goal as a therapist is to listen, to love and to learn my client's life story, with the hope of engaging individuals and couples into the reality of fulfilling futures, transformative change, and authentic, healthy relationships.

He is a founding member of the East Tennessee Collaborative Alliance whose goal is to construct less destructive divorce agreements that include detailed financial plans, guiding clients towards a positive future.

Aimee draws upon a deep well of knowledge and skill to offer services that are tailored to meet her clients» immediate goals and enhance their capacity for resiliency in the future.

Buena Vista Financial Resources was founded with the goal of helping our clients navigate through the difficulty of divorce by providing the knowledge that will help them make informed decisions about their future.

Through the collaborative process, I help my client stay focused on future goals, rather than upon the pain of the past, so that a mutually acceptable, durable agreement may be reached with his or her spouse.

Through the collaborative process, I help my client stay focused on future goals, rather than upon the pain of the past, so that a mutually acceptable, durable agreement may be reached with his or her spouse / partner.

Wikipedia, my frequent source of indisputable reference information here in this column, defines life coaching as «a future - focused practice with the aim of helping clients determine and achieve personal goals.»

When coaching clients, we evaluate every influencing factor, but what makes the custom structure so effective is that it is always targeted towards the goal of where the team will be in the future, instead of where the team is currently.

Reducing Your Danger on the Road With a goal of zero highway deaths in the near future, automakers are developing technologies that could keep you and your clients safer when you're out house hunting.

This investment in top talent is aligned with the goal of creating highly skilled and exceedingly talented Account Executives to provide superlative customer service to all current and future clients of CIVIC.

We help our family of clients define their values, get a plan, and map out a strategy to achieve their goals now and into the future.

With a goal of zero highway deaths in the near future, automakers are developing technologies that could keep you and your clients safer when you're out house hunting.