Sentences with phrase «goals of our clients with»

Not exact matches

Give the Millennial more of a chance to meet the creative side of the company, with clients or get a better understanding of the goals that the new hire is trying to achieve and how best to achieve them.

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.

Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients.

We keep it interesting by experimenting with different formats and aligning individual goals with the marketing health of the client.

«One client came to me with the goal of incentivizing two groups, one of family members and one of nonfamily executives,» recalls Ken Haffey of SMR & Co..

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 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.

«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.

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.

Clients spend an hour and a half on the phone with an editor talking about their goals for the book, another 90 minutes creating a table of contents and an outline, another 30 to 60 minutes approving it and six to eight hours being interviewed by the editor.

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 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.

Nurture and evoke strategies and a plan of action based on what fits best with the client's goals, personality and vision

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.»

At Klingenstein Fields Wealth Advisors, Ms. Johnson works with Portfolio Managers and the Director of Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic goals.

Our primary goal is to create original, customized communication solutions for our ever - growing list of clients — all with a smile while keeping our eyes to art and design, our hearts towards honesty and integrity, and our minds towards quality and professionalism.

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.

Some of Modis» longest relationships are with telecommunications clients, and as their business needs, projects and goals shifted, so did the services we offered.

Ropes Wealth Advisors seeks to enhance the wealth and legacy of individuals, families and the institutions it serves, offering investment management and financial planning services that are customized and unbiased and seamlessly integrated with a client's overall wealth management goals and strategies.

Since advisers have a wide variety of clients with different needs and goals, we offer them a wide variety of detailed information on stocks, their dividends, and ETFs.

The loan broker will work with the client to go over which options would work best to help them achieve their goals, as well as the ramifications and stipulations of each solution.

Leveraging our leading institutional distribution platform, our goal is to provide our clients with solutions across all banking products, including initial public offerings, follow - on offerings, wall - crossed offerings, bought deals, private placements, ATMs, convertible offerings, leveraged loans, investment grade and high - yield debt offerings and all forms of advisory services.

Add snippets of content that recall conversations with your client, where attitudes about risk or specific financial goals were stated.

GIC is a fully owned subsidiary of (NTEC), concentrating on developing its business through: Building milestone strategies and goals with our clients.

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.

After watching your «how to deal with problem clients» video, I realized that I need deal with these problem clients, and find a quicker route of income to complete my goals.

If you design your case study to resonate with your ideal clients» wishes, insecurities, and goals, your agency will attract more of the kind of clients you enjoy working with.

Because we can work with clients on a fee - only basis, we can complete a financial review of your current investments and financial situation to determine if you are on the right path to meet your goals.

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

Over the past ten years, Lori has worked personally with thousands of budding travel writers and photographers to help them meet those same goals — to hone their writing and photography skills and to better market themselves to prospective clients and editors.

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 believe every client who works with a Financial Advisor should have a formal, documented investment plan of record that is aligned to their goals.

Merrill Lynch announced internally that it was streamlining its private banking, international and institutional groups with the goal of better serving its wealthiest clients.

About Balzac Communications & Marketing Balzac Communications & Marketing is a marketing communications agency with a no - nonsense approach to combining the strategies and tactics of marketing, public relations, advertising and graphic design to achieve the marketing goals of its clients.

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.

With most of his clients Coop works on mundane goals like making more putts, but his focus with Willis has been about getting along with his peWith most of his clients Coop works on mundane goals like making more putts, but his focus with Willis has been about getting along with his pewith Willis has been about getting along with his pewith his peers.

Client A decides to come to me with the goal of understanding, overcoming and eliminating any issues within her control, that may be hindering her success.

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.

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.

Although it is important for me to work with highly professional and skilled women (who are also mothers) who are put to the strictest standards of high quality birth artwork in the event I have an imminent emergency during a client's labor, my goal is to always be dependable and attend every one of my birth client's births myself, and I am glad to say in four years of birth photography (out of my ten years of working as a photographer), I have attended each of my client's births myself.

Krista takes an individualized approach with each client, ensuring to consider family goals and the temperament of the child.

She understands the wide variety of challenges that her clients face and works closely with them to achieve their breastfeeding goals.

Justin formulated JW Private Practice developing a knowledgeable and experienced network of skilled Mediators, Facilitators (Divorce Co-ordinators), Psychologists, Child Psychologists, Education Psychologists, Counsellors and Attorneys with the goal to provide families and clients who require various services with a broad scope professionals who are able to assist in all matters.

«We will harness... the scientific and intellectual capital of our company with one goal in mind — creating the outcome our client desires,» the 2003 letter stated.