Sentences with phrase «goals of the client determine»

The needs and goals of the client determine which approach would be most suitable.

Not exact matches

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.

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.

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.

Determining a personalized thyroid diet is an important goal for each of my clients.

According to the official Certified Financial Planning protocol, once a client and adviser have defined the scope of their engagement, the next step is «Determining a client's personal and financial goals, needs, and priorities.»

After determining a client's body composition in terms of fat weight and lean weight, you can help him or her set a realistic goal for desired body weight.

We also do it by conducting Retirement Spending Analyses, which help our clients determine their retirement spending goals and what portion (if any) of their Retirement Spending Gap it make sense to fill with an income annuity.

Our goal is to work with trusted financial and legal advisors to help determine if a reverse mortgage meets the needs of your client.

For additional assistance in determining which mortgage loan program provides the ideal solution for your goals, consider consulting a reputable real estate agent or mortgage broker with experience in working with a variety of clients.

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.

That's a natural end goal to have, but «get more clients» is too far - off to inform a detailed marketing strategy, and it's too general to help determine whether the components of your marketing are succeeding or failing.

With more than 30 years of experience handling various domestic violence cases, Redding domestic violence attorney William M. Duncan is able to efficiently determine clients» goals and help defend them from further legal complications in charges including:

OKT advises Indigenous clients on self - government and jurisdiction, social services, employment, labour and human rights law, and on governance structures and policies to meet clients» goals of building self - determining and accountable governments that reflect their Indigenous laws.

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.

The first step in determining an appropriate media strategy in a given case is to clearly understand the goals of your client.

Investment Management: AAFMAA Wealth Management & Trust offers an ongoing process of understanding client financial goals, determining the optimal asset allocation, monitoring client investments, and repositioning portfolios as needed.

He takes great pride is his ability to help his clients determine the correct amount of life insurance for their needs as well as supplement their retirement goals through tax - diversification.

Common work activities include interviewing new clients to determine their reason for being in the job market and their current state of mind, identifying the client's strengths, weaknesses, and abilities, discussing realistic career goals, developing job search action plans and preparing clients for job interviews.

Typical duties of a Loan Analyst are explaining different loan types to customers, collecting applicant information, identifying client financial goals, making payment arrangements, updating their knowledge of new types of loans, and determining the feasibility of granting loans.

Sample resumes of Mortgage Loan Officers consist of such skills as analyzing clients» financial situations and determining appropriate products based on their specific needs and goals, and proposing loan options in a clear, concise and compelling manner to in order to effectively generate sales.

• Demonstrated expertise in influencing and persuading clients to invest into new homes by performing marketing duties • Highly experienced in presenting new homes to prospective clients through effective presentation skills • Proven record of efficiently and effectively following up on powerful leads and ensuring that they are converted into business • Effectively interprets, analyzes and evaluates information relative to selling techniques and potential home buyer concerns • Exceptional judgement based on determining clients» concerns and making competent decisions to assist them in reaching their home buying goals • Deep insight into initiating prospecting and marketing campaigns to attract new customers • Qualified to proactively create and initial rapport with clients and anticipate their home buying requirements • Track record of demonstrating model homes and home sites to customers, focusing on their specific needs and building up on what is being offered • Hands - on experience in drawing up home buying contracts by keeping within the confines of procedure and protocol • Highly effective in following up with existing clients to determine their new home buying needs and to ask for referrals • Deeply familiar with explaining principles, interest payments, taxes and insurance information to ensure that clients are aware of all new home buying legalities before investing into a deal

• Track record of success in cutting and styling clients» hairs by following current trends in hair fashion • Demonstrated ability to install artificial hair extensions and perform balayage painting treatments • Effectively advises clients on minor problems with hair and scalp by ensuring that they are prescribed safe OTC products • Talented in determining clients» hair styling needs by conferring and interviewing them • Able to wash and condition hair according to each client's specific hair types • Hands - on experience in applying perming or straightening products by following safe application methods • Competent at analyzing clients» hair and facial features and suggest suitable hair styles and cuts • Special talent for providing additional therapeutic services such as head and scalp massages, using therapy oils and blends • Competent at recommending products to use on hair such as shampoos, conditioners and oils and explaining the use of cosmetics and lotions • Documented success in up - selling of salon products to meet the salon's retail goals

• Highly experienced in determining clients» advertising needs by interviewing them in detail and coming up with effective plans to meet these needs • Hands - on experience in gathering and organizing information to assist in decision making procedures, particularly related to media placement and campaign lengths • Proven ability to effectively and efficiently prepare advertising budgets, calendars and project schedules • Deep insight into recommending creative concept revisions in sync with clients» dynamic advertising needs • Effectively able to plan and implement advertising and promotional campaigns to meet market share increase requirements • Demonstrated ability to initiate market research and analysis to determine market opportunities for business • Proficient in developing pricing strategies for products and services in sync with competitive pricing standards • Competent in monitoring and analyzing sales promotion results to determine cost effectiveness of running advertising campaigns • Adept at tracking advertising budgets and expenses to evaluate each campaign module based on program objectives • Qualified to plan and prepare advertising materials to increases sales of products and services • Excellent skills in setting advertising goals and forecasts, driving key initiatives and projects and ensuring revenue growth through well - placed advertising efforts

They are asked to study financial capabilities of client, set accounting goals likewise and to determine the risks the client can take.

PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cDetermine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cdetermine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met cdetermine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met constantly

• 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

• Meet clients to determine their nutritional needs and goals • Chart out relevant nutritional procedures and plans based on individual clients» nutritional goals • Educate clients on the need for appropriate eating habit • Develop materials to aid in nutritional education • Reinforce nutritional education at every meeting • Analyze clients» present food intake and add or take away whatever is not healthy • Recommend diets and exercises to facilitate nutrition plans • Advise what type of food clients need to take • Confer with other healthcare professionals for clients who have medical problems

• Provide full range of financial services to clients based on evaluation of their financial needs • Devise and implement strategies to enhance loan selling • Fulfill daily, weekly and monthly sale targets and referral goals • Maintain highest standards of customer services, personal banking and SAFE mortgage Licensing requirements • Identify cross-sell opportunities and use the same proactively • Determine customer's financial needs and offer them with appropriate schemes and packages

PA Reps for staff development and growth opportunities * Plan, assign, and direct work, appraise performance, reward and discipline employees, address complaints and resolve problems within the team * Assist in the hiring process * Assist in the preparation of performance reviews * Deliver performance reviews in conjunction with the Prior Auth Manager * Meet monthly with each staff member to go over performance status * Assist with training as needed * Lead weekly Team meetings with staff to keep them informed of changes to policy and procedures and corporate communications * Meet with the Prior Authorization Management team weekly to report on clinical call center performance and personnel issues Required Qualifications: * High School Diploma or equivalent * Current and unrestricted Pharmacy Technician license * 2 years» experience supervising Pharmacy Technicians in a Call Center environment * Prior Authorization experience * Knowledge of the Pharmacy Benefit Management and / or Health Insurance * Knowledge of Call Center industry through work experience and as obtained through related courses * Proficient in Microsoft Word and Excel Preferred Qualifications: * Bachelors» Degree * PBM experience * National Pharmacy Technician Certification Required Competencies: * Must have strong leadership and problem solving skills * Strong written and verbal communication skills * Strong interpersonal skills * Ability to effectively present information and respond to questions from groups of associates, managers and clients * Ability to comprehend ACD statistical reporting and apply it to the operation of the department * Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form * Ability to maintain a high level of consistency while working with team members * Ability to recognize the needs of the staff, heighten morale, and decrease stress and burnout * Ability to understand what style of conflict resolution is best suited for a particular situation * Ability to determine the needs of each individual team member and assist them in achieving set goals * Demonstrate a clear understanding of company and client confidentiality * Excellent organizational skills * Exemplary coaching / motivational skills at both an individual and team level * Adaptable and able to move with change while maintaining a positive attitude and strong role model for the Team.

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.

Passionate, determined leader with a consistent track record of exceeding goals and introducing new solutions and software to key clients in highly competitive startup and Fortune 500 environments.

Determines clients» particular needs and financial situations by scheduling fact - finding appointments; determining extent of present coverage and investments; ascertaining long - term goals

Office of Income Maintenance / State of Pennsylvania, Norristown • PA 2003 — 2006 Income Maintenance Case Worker Provided public assistance program support, interviewed candidates, established and maintained client «Agreement of Mutual Responsibility», assisted clients to identify and remove barriers to financial self sufficient goals, determined qualifying assistance programs and referred to appropriate and available services.

Professional Summary Financial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding sales goals.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timDetermined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timdetermined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Set and managed $ 2.5 million company budget and $ 1 million dollar inventory Consistently exceeded sales goals through cold calling, networking, and other tactics Created and presented product and services demonstrations resulting in 75 % increase in new business Authored company financial and sales reports to determine trending and growth opportunities Designed and implemented comprehensive marketing campaigns including all collateral materials Negotiated contracts and agreements with vendors, distributors, and partners Delivered exceptional customer service resulting in client satisfaction and repeat business Built and strengthened relationships with key clients, partners, industry figures, and community leaders Consistently promoted and awarded for excellence in sales, customer service, and leadership

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Consistently exceeded sales goals through cold calling, networking, and other tactics Authored company financial and sales reports to determine trending and growth opportunities Negotiated contracts and agreements with vendors resulting in significant company revenue Delivered exceptional customer service resulting in client satisfaction and repeat business Conducted periodic client account reviews to ensure high level service and information accuracy Resolved customer service inquiries in a timely, positive, and professional manner Built and strengthened relationships with key clients, partners, and industry leaders Responsible for e-commerce technology and client information database Provided IT support, quality assurance analysis, and system upgrades to increase efficiency Authored and presented reports to senior leadership regarding data management best practices Consistently promoted and awarded for excellence in sales, customer service, and leadership

Professional Experience ABC Debt Relief (City, ST) 12/2006 — 11/2011 Client Service Manager • Responsible for overseeing daily operations of a 35 Account Manager call center ensuring effective operations • Recruit and train new sales and customer service employees in industry best practices and company policies • Strictly enforce compliance with all applicable laws, industry regulations, and corporate protocols • Provide exceptional customer service and professional guidance in the area of debt management, credit, and bankruptcy • Maintain detailed monthly reports for management concerning budgets, monthly projections, and quarterly goals • Responsible for performance appraisals, deficiency warnings, and conflict resolution for employees • Review and manage all BBB and Attorney General complaints determining appropriate next steps • Monitor department productivity with inbound and outbound calls providing feedback to team leads and supervisors • Author and lead presentations at meetings for clients, employees, and senior management • Train team leads and supervisors in laws governing credit reporting and debt settlement such as (FDCPA) Fair Debt Collections Practices Act and the (FCRA) Fair Credit Reporting Act and (FTC) Federal Trade Commission regulations • Set and strictly enforce budget for the payroll of both salaried and hourly employees • Responsible for final approvals for payment refunds issued to the client • Assist with Debt Tracker and the Debt Manager and negotiate with creditors to reduce Client Service Manager • Responsible for overseeing daily operations of a 35 Account Manager call center ensuring effective operations • Recruit and train new sales and customer service employees in industry best practices and company policies • Strictly enforce compliance with all applicable laws, industry regulations, and corporate protocols • Provide exceptional customer service and professional guidance in the area of debt management, credit, and bankruptcy • Maintain detailed monthly reports for management concerning budgets, monthly projections, and quarterly goals • Responsible for performance appraisals, deficiency warnings, and conflict resolution for employees • Review and manage all BBB and Attorney General complaints determining appropriate next steps • Monitor department productivity with inbound and outbound calls providing feedback to team leads and supervisors • Author and lead presentations at meetings for clients, employees, and senior management • Train team leads and supervisors in laws governing credit reporting and debt settlement such as (FDCPA) Fair Debt Collections Practices Act and the (FCRA) Fair Credit Reporting Act and (FTC) Federal Trade Commission regulations • Set and strictly enforce budget for the payroll of both salaried and hourly employees • Responsible for final approvals for payment refunds issued to the client • Assist with Debt Tracker and the Debt Manager and negotiate with creditors to reduce client • Assist with Debt Tracker and the Debt Manager and negotiate with creditors to reduce clientclient

Law Offices of Michael Roe is determined to utilize these new changes to further advance our client's goals in the area of child custody and parenting.

Therapy is a collaborative experience and I work with my clients to explore their symptoms, as well as their short and long - term goals, in order to determine the best course of treatment.

Negotiating goals with clients help define the direction of treatment, determines whether treatment is successful, and strengthens the treatment alliance.

I use a variety of approaches, depending on the needs of my clients, and we will determine an agreed upon treatment plan so that you know what the goals are.

I use a client centered focus to meet you, the client, where you are and allow you to determine your goals and focus of therapy.

I am dedicated to helping each client live their lives to the best of their ability by developing a caring relationship in which to work toward mutually determined therapeutic goals.

«It's often said that every journey begins with the first couple of step.With this philosophy, I try to engage my clients in a therapeutic alliance to determine their own journey and the steps needed to reach the goals and destination that they have determined that best fit their needs.

In working with clients I strive to determine the best type of therapy for each client based on their needs and goals.

When doing the work of therapy, I employ a kind, genuine, and direct approach in order to best foster the therapist - client relationship, and facilitate the achievement of our collaboratively - determined treatment goals.

As a counselor, I strongly believe in working collaboratively with my clients to determine the tasks, process, and goals of counseling.

In achieving reprocessing the triggers no longer stimulate the need to use or act out and the new response becomes the positive treatment goal of coping and functioning successfully in life as determined by the client.