Sentences with phrase «goal of client in»

The ability to understand the ambitions and goals of your client in order to advise them on whether the risks and benefits of a deal are worthwhile and ultimately in their best interests;

ILS specializes in eDiscovery tools finding creative, practical solutions to unique problems to achieve the goals of our clients in an efficient and cost - effective manner.

Our team is dedicated to achieving the goals of our clients in the most time - efficient and cost - effective manner possible.

William adopts a commercial approach to all instructions, focused on identifying and achieving the goals of the client in a cost - effective and time - efficient manner.

Not exact matches

Goldman Sachs CEO Lloyd Blankfein last week highlighted the client - coverage push in his annual investor letter, noting that it had resulted in more than 75 new mandates across a variety of industry groups and that the firm was 30 % of the way toward reaching its goal of covering 1,000 new clients.

Sallie Mullins Thompson, CPA, offered some additional questions, such as asking whether a complete data - gathering process was conducted; whether a holistic, goal - oriented plan has been implemented to meet client objectives; if there's a monitoring mechanism in place; whether the tax impact of the plan has been evaluated and explained; and whether there is regular follow - up to meetings and reports.

By having an in - depth conversation with prospects about what they're trying to achieve and really listening to their goals, you can set value - based prices that are higher for you and also deliver more for the client, ideally, offering clients a menu of options to help them reach their objectives.

Respondents answered questions about their company's client service in terms of leadership involvement, technology, priorities, alignment with the corporate mission and goals, their representatives and metrics.

The goal in my counsel, and that of my co-workers in the firm, is to have clients understand what we have known all along: We are unable to predict the market's outcome, so don't fall into the trap where you think you can make predictions or you'll ultimately increase the probability of losing money.

The design was intentionally built with the goal of making it a magnet for consultants, alumni, clients, and other constituents, bringing people together in the name of greater collaboration.

We provide a single point of contact, capable of leveraging the GRS Group portfolio of companies and delivering customized solutions to assist our clients in achieving their investment goals.

«Because we meet with the executives about their goals, we're in the perfect spot to match the client need with services that a partner of ours might be offering,» says Gordon, who estimates referral fees made up 10 % of her 2000 revenues.

The goal of a consultancy is to partner with clients in one key area with a specialized expertise, which in this case would be content marketing.

«This has been a tremendous rally, and if you're overweight in certain sectors such as technology, your portfolio might be a little bit out of whack as to what your goals are,» said JJ Kinahan, chief market strategist and managing director of TD Ameritrade, which manages $ 1.16 trillion - worth of assets for its global clients.

You could walk into a conference room or a happy hour and not be able to tell the staff from the most senior partner in the sense that everyone is encouraged to be themselves, contribute meaningfully and drive toward the common goal of meeting our clients» needs.

Participants come with a variety of goals ranging from work in campaigns or pushing political causes to creating start - ups that cater to political or governmental clients.

In the first six months, Cavale beat his goal with seven college athletics clients and more than $ 200,000 in annual recurring revenue (ARR), headlined by Southeastern Conference powers like the University of Kentucky, Auburn University, and the University of South CarolinIn the first six months, Cavale beat his goal with seven college athletics clients and more than $ 200,000 in annual recurring revenue (ARR), headlined by Southeastern Conference powers like the University of Kentucky, Auburn University, and the University of South Carolinin annual recurring revenue (ARR), headlined by Southeastern Conference powers like the University of Kentucky, Auburn University, and the University of South Carolina.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

Our goal is to be the leading Capital Markets franchise in Canada, with global capabilities aligned to the needs of our clients.

For Bill, the most rewarding aspect of his work is in assisting his clients in clearly identifying their goals and helping them achieve their dreams.

We work to gain a clear understanding of our clients» investment strategies, goals, and objectives, which allows us to conduct a consultative approach to capital development, including providing assistance in assessing our clients» marketing materials, critiquing their investment presentations, preparing them for investor meetings, and opining on their overall marketing strategy.

We've already initiated, and are committed to making, significant investments in our platform with the goal of providing our clients with a superior set of products and services.»

We have already met with Sandy in person and feel confident that our goals remain aligned, and that the new ownership structure won't impede Edinburgh's ability to continue providing diligent, insightful management of our clients» international equities.

In an email sent out at the end of January to Raymond James employees, Reilly called a recent leaked White House memorandum supporting the DOL as «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goals.»

Raymond James Financial CEO Paul Reilly is among the industry executives against the proposal, calling it in a recent email to employees «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goals.»

As a full - service creative agency, Digital Strategists, Account Executives, Advertising Specialists, Designers, Videographers, and Developers work hand - in - hand to accomplish the goals of our clients.

In the asset management industry, I think we can do a better job of giving clients what they really want — simplicity in investing, a selection of a few, easy choices to make based on their goalIn the asset management industry, I think we can do a better job of giving clients what they really want — simplicity in investing, a selection of a few, easy choices to make based on their goalin investing, a selection of a few, easy choices to make based on their goals.

Understanding how to talk to clients about goals is an aspect of behavioral finance that is covered in depth by the new wealth management education program developed by The American College of Financial Services.

The main goal of every business is to ensure that they buy their customers; in the sense, that they not only attract them to their offerings, but are also able to retain them and make loyal clients out of them.

Though I certainly keep some analytical details proprietary, one of my goals in these weekly comments is to give clients and shareholders a good picture of what I am looking at, and how that translates into our investment position.

Clients want advisors «to grasp the broader (technology) trends, zero in on what matters most, and take a more holistic approach to help them at every level achieve their long - term financial goals,» said Mitchell H. Caplan, CEO of Jefferson National.

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.

The marketing firm is not only known for its many years of experience in handling businesses such as ours, they have been known to use both conventional and unconventional means to ensure that clients are able to attain their corporate sales goals and thrive in the market place.

Have a specific goal in mind for the second meeting when it comes to the progression of your client relationship.

Here at Imagine, we put all of our clients through a blueprint process that consists of multiple conversations in an effort to learn about their business, their goals and their struggles.

Regardless of when the new legislation is implemented, there are many great financial planners who are passionate about helping their clients meet their goals in retirement.

Our agency's roots are as a public relations firm and in the course of providing media relations services (pitching journalists to write stories about our clients) the goal of being covered in a relevant industry publication was first and foremost.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

That dovetails with another finding — that well over half (65 percent) of advisors believe «retirement income distribution planning» will be the biggest goal for 50 - and 60 - year - old clients in the next five years.

We help our clients determine their ideal mix of assets based on time horizon, risk tolerance and goals, and then help to get the cash in the right places to fill this allocation.

Yet proponents of civil liberties support it, believing the greater threat is limiting a client's right or the religious therapist's ability to administer sound judgment in full integrity as she helps her client achieve his / her goals.

Siddhi Shot's clients» goals are to be a part of the change that's happening in the industry and provide the better products consumers demand.

At the Law Offices of Rosenstein & Associates, we pride ourselves in the delivery of the highest level of expert legal advice and services to our clients, guided not only by the principles of professionalism and solid ethics, but also with the goal of providing our clients throughout the Temecula Valley and elsewhere, with the best legal advice available anywhere.

Think of the space in between meals as being your «hydration times», this is how my clients learn how to stay hydrated throughout the day versus just hydrating well in the morning but not keeping up with it all day long which inevitably doesn't help us reach the goal!

Sodexo is committed to playing a role in achieving this goal and is redoubling our efforts to eliminate food waste at every client site we serve through programs that focus on raising awareness and influencing the behaviors of our customers and employees; continuously improving our back - of - house processes and upgrading equipment in the kitchen; measuring our impact; and sharing our expertise with our clients and external industry partners to drive fundamental change on the issue of food waste.

With every one of these clients, my only goal has been to help them bring forth positive changes in their body & mind.

Professionally, an Infant Feeding Specialist respects the roles of all other support professionals that the client may engage with and works in a complementary way towards achieving the client's goals and wishes.

My goals for the agency were met this year and I couldn't have done it without the amazing women in the agency and all of our beautiful clients!

With a caring, supportive, strengths - based focus, and a touch of humor, Colleen uses a variety of approaches and interventions such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Eye Movement Desensitization and Reprocessing (EMDR), Play Therapy, Motivational Interviewing, Mindfulness and Harm Reduction Strategies in order to help clients achieve their goals, feel empowered and realize their full potential.