Sentences with phrase «help meet client»

The addition of RPR helps provide additional tools to our MLS participants and subscribers, allowing them more choices and flexibility to help meet client needs.»

Working alongside owners Heather and Michael LaPrairie, Rick Clarke will manage the office with his team, each of whom has a specialized role to help meet their client's real estate needs, the company says.

Learn about the trends, tools and techniques that will help you meet client expectations, deliver extra value, minimize overhead and maximize your bottom line.

We equip our lawyers with technology tools that contain a vast array of capabilities to help meet client demands for communications, systems information access and delivery in an anytime / anywhere mode.

You can now help meet client needs with a suite of ETFs targeting well - known and well - researched factors.

We strive to develop a platform that will help you meet your client

The insights from your research will serve a number of purposes, not the least of which is to help you meet your clients where they really are, not where you think they are.

Creating legal strategies that help meet our clients» needs today — and anticipate their challenges tomorrow — Foley is continually recognized by our clients and the legal industry for our exceptional client service, thought - leadership, value, and innovative technology.

HCR Home Care — Rochester, NY June 2006 — May 2008 Insurance Representative • Assessed clients» insurance needs by conferring with them • Formulated insurance plans to help meet clients» coverage needs • Approached potential clients by using different mediums such as telephone and mail • Assisted existing clients with questions and problems • Assessed clients» financial position in order to manage an appropriate coverage plan • Ensured timely payment of claims

Lawrence Kopp, vice president of transactions and assets at Riviera Real Estate in San Diego's North County, has been using a site called Digsy to help meet clients.

However you choose to balance your work and life, learn how you can set up systems to help meet clients» needs and your own.

Not exact matches

At industry event, I can tweet with a certain hashtag as a way to meet people whom I may be able to help (and have actually gotten clients this way).

Answers to these questions should help you determine what offerings will likely meet with the most eager reception from your potential clients.

Tasks include dealing with meeting invitations from others, scheduling appointments with clients and helping to plan events.

Through Fiverr, I was able to help numerous clients meet their business goals and now I can confidently identity myself as a digital branding and marketing specialist.

«These [fall] benefit meetings with clients are a time to look at last year's tax return and see what they can do differently with benefits to help next year's taxes,» said John Gugle, CFP and principal at Alpha Financial Advisors.

A client of mine, ClearCompany, hosts its annual planning meeting off - site to help connect employees who work from different locales.

The association with the show even helped smooth talks with a group of big - ticket clients, helping to break the ice during an initial meeting.

Clients who have become friends tell countless tales of meeting him at the end of one of his 12 - hour seminar days — Robbins exhausted from giving out as much energy as a nuclear power plant to a room of thousands of acolytes — because he wanted to help with a project or problem, even at 2 a.m. «The secret sauce with Tony is that he recognizes that he's not in the transaction business,» says Guber.

Professional financial advisors focus on low - cost investments, locate assets properly in taxable and tax - advantaged accounts, rebalance assets and help clients decide where to draw assets to meet spending needs.

Example: I recently met a B2B e-commerce company that could help their clients more easily load SKU - level product information into their websites and e-commerce platforms (e.g., Magento) via an API feed with their vendors.

The Canadian Bankers Association said Tuesday Canada's banks are client - focused with a commitment to high ethical standards and complying with the law when providing products and services to help customers meet their financial goals.

First and foremost, account managers work closely with clients to determine their needs and help their companies develop products and services to meet those needs.

Most importantly, we already have a 10 + year proven track record of maintaining the trusted advisor level relationship with our clients and helping them to meet regulatory compliance requirements.

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.

While we are not launching spacecraft (thankfully), our clients put their trust in us to help them meet their important objectives and desired investment outcomes.

Client contact and former CFO Jim Berwick needed help building a technology infrastructure that could meet his businesses» heavy analytical needs without adding fixed assets that would inhibit a future sale of the company.

«While these are really great points, what we should do is listen to what our clients want out of life and then provide advice that helps them meet their goals,» Lynch said.

This is another example of how CMIT Solutions» franchise partners help clients achieve their strategic business goals by delivering cost - effective technology solutions and support that meets the needs of small and medium - sized businesses.

This is another example of how CMIT Solutions» franchise partners help their clients to implement preventative maintenance, delivering cost - effective technology solutions and support that meets the needs of small and medium - sized businesses.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

Aug 25, 2016: MSCI and KNEIP Communication S.A., based in Luxembourg, are teaming up to help clients meet their obligations under new regulations that become effective next year for Packaged Retail Investment and Insurance - based Investment Products (PRIIPs) produced or sold in the EU.

Schwab Charitable is an independent public charity created in 1999 to help clients more effectively meet their charitable giving needs through a donor - advised fund account.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

I recently met with Rick to discuss how to help one of my clients promote their social media sites and increase traffic to their website.

Through a systematic approach, our wealth advisors help clients meet their investment objectives without taking on excessive risk.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

New research: Actions you can take to help meet the changing retirement income needs of your clients

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

He researches timely investment topics and produces market updates, special reports, white papers, podcasts, and webcasts that articulate strategies for clients to help them meet their long - term financial goals.

This company helps clients meet specific needs by providing talent in a broad range of creative areas.

The branch, located at 2909 50 Avenue, has a team of 11 employees to help clients meet their business and personal banking needs.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» money.

Through this Founder's Mentality 100 initiative, or what we call FM100, we believe that we will be helping companies over the next several years become the next generation of growth leaders globally, and thereby meeting Bain and Company's mission to help our clients redefine their industry.

When she launched CPI Creative in 1994, Philp worked alone to secure clients, design custom graphics and help clients connect with their customers, but she now has 4 full - time employees and has seen a great improvement in meeting her clients» needs.

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.

Midland helps our clients grow their business, not their overhead, by delivering customized solutions that meet their increasingly complex needs.

RBC is the only Canadian financial institution with a national team of industry specialists serving clients in the manufacturing, wholesaling, and logistics sectors, helping to meet the challenges of an increasingly global and competitive business environment.

«People often don't know exactly what their goals are, but financial planners can help clients realize their dreams beginning in the initial meeting,» she says.

To help medical billing companies scale and grow their business by performing data entry and revenue cycle management tasks through clear cut processes, open communication, good quality work, meeting / exceeding client expectations AND excellent client relationship.