Sentences with phrase «in referring a client»

The experience I had in referring clients to specialists during my several decades in private companion animal practice reinforced to me the importance of a strong and trusting relationship between a «generalist» practice and the members of the specialty community in the area.

That could be whether I'm the referring attorney who might be interested in referring a client to you, or it could be if you're being featured in the local newspaper.

Enable changes in referred client behavior to include family system involvement so that changes are not dependent upon the therapist

(C) A REALTORÒ with a direct or indirect ownership interest in an entity engaged exclusively in soliciting and / or referring clients and customers to the REALTORÒ for consideration on a substantially exclusive basis shall annually file with the REALTORÒ's primary board on a form approved by the National Association a list of the licensees affiliated with that entity and shall certify that all of the licensees affiliated with the entity are solely engaged in referring clients and customers and are not engaged in listing, selling, leasing, managing, counseling or appraising real property.

This can be a problem in referring clients to out of country agents as you could be named in a foreign lawsuit say in the US which would incur a huge cost to defend and chances are your present liability insurance would not cover you as they often have exclusions for foreign lawsuits.

Not exact matches

Despite not doing traditional business development in the form of cold calling, Mark, in fact, monetizes his business through what he refers to as «authority,» or being viewed as an industry expert through his own blog and social media content which he says creates an emotional connection with potential clients.

For fear of losing business, some lawyers are wary of referring clients to other attorneys, even if they have expertise in a particular area, such as tax law.

In the early 2000s, when he was working as a freelance designer in San Francisco, he was referred to potential new clients who happened to be white femaleIn the early 2000s, when he was working as a freelance designer in San Francisco, he was referred to potential new clients who happened to be white femalein San Francisco, he was referred to potential new clients who happened to be white females.

He pulled out his contacts, referred me to another client, and told me that we'll be doing business together in the future.

In my own business, as an example, I receive backwards commissions from a handful of vendors I generally promote and directly refer clients to.

Tip: Establish relationships with vets — getting a vet to refer clients to you can be an invaluable way to bring in business.

Data Mining — Data mining refers to the email sales follow - up, adding opt - in forms in websites, produce additional websites, or simply building a list of your prospective clients.

Most often referred to as CRM, this software is designed to house prospect and client contact information with a more progressive view in mind.

Tesla Motors Inc (NASDAQ: TSLA) announced in July 2015 that it planned on implementing a referral system in which both the owner of a Tesla vehicle and a referred client receive $ 1,000 in credit.

The situation will undoubtedly also have been supported by the ruling in December from the CBRC, which discourages banks from referring their clients to invest in such products, as well as the regulator's recent mandate that firms tighten their risk management and disclosure around entrusted loans.

«Vestorly gives us a way to expand our reach and allows clients to refer us to their friends and colleagues in a way that adds value to everyone.»

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Citigroup Global Markets Limited, which is authorised by the Prudential Regulation Authority and regulated in the UK by the Financial Conduct Authority and the Prudential Regulation Authority in the United Kingdom, is acting for Shire and no one else in connection with the matters described in this announcement and shall not be responsible to anyone other than Shire for providing the protections afforded to clients of Citigroup Global Markets Limited, or for giving advice in connection with the matters described in this announcement or any matter referred to therein.

«We also want to assist our existing database of clients in expanding their network and for them to have the confidence and guarantee that we will only refer them to international locations with the same outstanding service that we provide for them here.»

In this context, the «capture rate» refers to the percentage or proportion of the real estate brokerage's clients (who used mortgage loans) that it «successfully steered to Prospect each month.»

We like to refer to Rosenstein & Associates as being «The Temecula Law Firm» and that our clients can rely on us to help in the formation of a new business, help manage the legal needs of an existing business, including when necessary business & corporate litigation; ongoing transactional matters (more commonly referred to as contractual matters); assisting with the filing of copyrights and trademarks; assistance with real estate transactions, assistance with tax audits, tax litigation, and when necessary with business reorganization, including filing a Chapter 11 or a business Chapter 7 under the U.S. Bankruptcy Code.

In this policy, the «Customer» and the «Employer» refers to your company as a client that pays Packaging News Jobs to allow you to post advertisements for jobs and / or your company on Packaging News Jobs.

Anyone and everyone that refers someone, chooses a repeat client service, or sends in their retainer as a new client NOW through DEC 15, 2017 will be put into a drawing for a $ 100 Pottery Barn Kids gift card.

Realizing the client had not invested in a mutually respectful relationship and that we were now, in fact, victims of a hostile situation, we referred them to their previous obstetrician.

There is a reason they work on referring clients to each other, because they are not in competition.

All of my birth clients in south Florida need to have prenatal and post partum resources, and I want to be able to refer them to women who are amazing at what they do.

Lactation support professionals interested in learning more about listing their services on the Baby2Breast directory or referring prospective clients can learn more at www.baby2breast.com.

In the US if a bank has difficulty meeting the demands of one of their client hospitals they are able to refer them to another non-profit milk bank, but this doesn't happen very often.

The founders of a Manhattan law firm that paid Silver millions of dollars testified that they never expected the speaker to leverage his powerful position in the Assembly to refer clients.

In 2010 130 clients from 30 different countries were referred to Freedom from Torture's North East centre in NewcastlIn 2010 130 clients from 30 different countries were referred to Freedom from Torture's North East centre in Newcastlin Newcastle.

Mr. Silver stands accused of two schemes in which Mr. Bharara alleges he used his position as Assembly speaker to rake in more than $ 6 million, which he presented as legitimately earned income for representing or referring clients in real estate or asbestos legal dealings.

Cuomo's book PR and sizable contract can likely be attributed in part to his negotiator, Bob Barnett, a Washington - based lawyer (sometimes referred to as a «superlawyer») who has represented high - profile clients and their book roll outs.

When I asked Bharara yesterday how he will counter an argument that Silver's lawyers are likely to make — that referring clients counts as «work» in a law firm — he answered, «Show up in court and you'll find out.»

In all, records show that Silver was credited with referring more than 100 clients to Weitz & Luxenberg, with the majority being potential asbestos cases, court papers say.

In another, Silver stood accused of receiving secret legal fees from another law firm after he referred two real - estate developers to it as clients.

We ask for more clarity about the additional compliance obligations that a UK firm would have to meet when referring a client to an adviser located outside the UK, in order to protect itself from the risk of a criminal prosecution.

The scheme provided SILVER with two different streams of unlawful income: (i) approximately $ 700,000 in kickbacks SILVER received by steering two real estate developers with business before the state legislature to a law firm with which he was associated, and (ii) more than $ 3 million in asbestos client referral fees SILVER received by, among other official acts, awarding $ 500,000 in state grants to a university research center of a physician who referred patients made ill by asbestos to SILVER at Weitz & Luxenberg.

The prosecution alleges that Mr. Silver steered state grants to mesothelioma research to Columbia University and New York Presbyterian Hospital in exchange for a doctor there, Dr. Robert Taub, referring patients to a law firm that sues on behalf of such patients, Weitz & Luxenberg, where Mr. Silver was of counsel and received lucrative payments for referring clients with asbestos cases.

In 2010, Dr. Taub began referring clients to another law firm that had agreed to provide significant financial backing for his research.

The letter read in part, «We act as solicitors to the family of Mr. Moruf Ajao, hereinafter referred to as our client and on whose behalf we write this letter.

Authorities said more than $ 3 million of that was obtained in «asbestos client referral fees Silver received by, among other official acts, awarding $ 500,000 in state grants to a university research center of a physician who referred patients made ill by asbestos to Silver at Weitz & Luxenberg.»

Silver allegedly received millions of dollars in referral fees from Weitz & Luxenberg, and was credited with referring more than 100 clients, many of whom were referred for asbestos cases, according to the complaint.

Howe, 57, a cooperating witness on his first day on the stand in Manhattan federal court, laid out how he came to be the linchpin of an alleged scheme by two clients to pay more than $ 300,000 in bribes to Percoco — referred to by them in code as «zitti» — to buy influence for an energy company and a Syracuse developer.

John Carman of Garden City, Linda Mangano's attorney, said in a statement, referring to charges that his client lied to investigators about working for Singh: «Linda Mangano should never have been indicted, much less forced to prove her innocence at trial.

In addition to misspelling Erie County twice and getting his client's name wrong once, Liggieri refers to the New York Joint Commission on Public Ethics as both «JCOPE» and «JSCOPE.»

Bichotte's campaign referred questions to her attorney, Aaron Maslow, who called the lawsuit frivolous because he says his client has lived in the district and in the state for more than five years.

Although it is not clear what the documents are or who is named in them, Caproni referred to Lowell's client as a «public figure» whose connection to Silver is of «countervailing interest.»

If I have a client who I feel needs to see a naturopath or asks if I know of one, I only refer people to Eric as I know they are in good hands, someone I can trust to be thorough and give the very best care.»

If you or a client are experiencing severe symptoms of depression or anxiety, please refer to a trusted physician, naturopath, or mental health provider, who may in fact suggest an aromatherapy regime.

I would refer Annette as a Personal Trainer because she believes in her clients.