Sentences with phrase «hands of trusted advisors»

The Mutual Fund Centre and online investment marketplace needs a communication tools that is made for news and information and meant for important financial disclosure in the hands of trusted advisors and loyal investors.

Not exact matches

He said repeatedly that the Board will be responsible for making decisions about governance, leadership and succession, and he hand - selected a group of trusted advisors and independent directors to fulfill this role.»

This lets these companies promote themselves to a much broader segment of the market, such as millennials who might be otherwise averse to place their trust and their money into a human advisor's hands.

Often, I will suggest to couples or individuals that they might want to enlist a «hope circle» — a group of trusted advisors that can learn of the pregnancy from the early stages so they can assist with the hand - holding and anxiety as well as hold the joy and hope of what might become.

Clovis «was one of the first people through the door at USDA in January and has become a trusted advisor and steady hand as we continue to work for the people of agriculture,» Agriculture Secretary Sonny Perdue said in a statement.

Whether it's your money - savvy cousin who has already put two kids through college and knows 529 plans like the back of her hand, or a trusted financial advisor, it never hurts to get an objective opinion from someone with experience.

I leave my RRSPs in the hands of my seemingly poor investment advisor, because I don't trust that the grass is really greener elsewhere.

To the US Academy, graduates» blood is on your hands — yours and all your minions», in their infinitely variable guises (the loan officers and administrators, high school advisors who push - push - push college, university faculty and administrators who ply with spoken promises of a far better tomorrow post-graduation, and the online «experts» who keep parroting the hackneyed, specious line that college grads earn more (that, I'm confident, is an illusion of the social backgrounds of those who're employed, as the immensely wealthy father of a good friend of mine pointed out when he recently commented when I shared with him about the job insecurity - college degree paradox that he'd simply «manage my children's trust funds and get them placed at friends» companies.»

Setting clients» expectations at the outset of the engagement, supplying written information and employing proactive communication practices can help combat client anxiety and reduce calls, but some hand holding just goes with the «trusted advisor» territory.

Being an Apprentice in our market will offer your customers someone who understands their daily pain points and can assist these customers as a trusted advisor with more than 26 years of hands on experi...

Scripts are easier to spew out regarding image - producing slights - of - hand than one's «perceived» previously established knowledge base upon which to formulate one's image as a trusted advisor, for to be trusted one must first and foremost tell the truth about one's real estate background, which in the vast majority of cases is seriously wanting.