Sentences with phrase «interest to the client if»

But none of the acrobatics of legalese is of interest to the client if a lawyer is unable to solve their problem.

Not exact matches

A key presumption of the system is that we are most likely to arrive at a just outcome if all parties to the dispute are represented by lawyers who vigourously pursue their clients» interest.

If you're already making your clients» best interests a priority, you should use that to your competitive advantage.

Bankers report an upsurge in requests from their retail clients asking that they put a call in to see if Amazon would be interested in acquiring them, too.

If you don't thank clients for their patronage, another new and interesting firm might come along and snatch them away.Thanking your customers can go a long way toward making them feel proud to be affiliated with you and to buy from you.

Essentially, they want to see that all these materials adequately and accurately reflect the operations of the firm; that the advisor is meeting his or her fiduciary duty by ensuring that the activities being undertaken in client portfolios are, at all times, in the client's best interests; and that the firm is supervising the activities of its staff and taking corrective actions when and if any deficiencies are found.

Mallouk, president and CIO of Creative Planning, and Carson, CEO and founder of the Carson Group, both said they would tell Trump not to roll back regulations on the Department of Labor's fiduciary rule, which says if an advisor is working with a client on a retirement plan, they need to act in the client's best interest.

If you are interested in signing up as a client after the call, I'd start off closer to the minimum amount first of $ 100,000 and see how the experience goes before allocating more assets.

«A rule requiring retirement advisers to serve their clients» best interests is completely pointless if it means many Americans won't have access to retirement advice at all,» wrote Reps. Virginia Foxx, R-N.C.

Though not ideal, we will simply piss off a man who is potentially an even bigger client if we remain silent on this because it has been clear to us this is something he is particularly interested in,» the emailer also writes.

«If you want to give financial advice, you have to put your clients» interest first.»

Even a 401 (k) rollover into an IRA — which would require exemption from the fiduciary rule using a Best Interest Contract Exemption (BICE) because it's expected to cost more than the 401 (k) plan — can improve the quality of a client's investments if the client couldn't access that asset in his or her 401 (k) plan, said Joe Taiber, managing partner at Taiber, Kosmala & Associates.

And I reckon, it's sort of interesting for me for private equity in terms of all we've seen, and what we have seen, where we have seen some misconduct and things like that,»cause I always think like, to my simple mind, that the people in private equity, they're the greatest, they're actually adding value to their clients, they're getting paid really really well, you know, if I was in that position, the one thing I would think to myself as I skipped to work was like just «Let's not mess it up.

Since we are value investors who are always interested in companies with deflated share prices, it is natural that clients have frequently asked if we are planning to increase the Fund's energy commitment.

If the advisers are fiduciaries, they have to put their client's best interests ahead of their own.

Clients know to ask if their adviser is a fiduciary now, and it's going to be awfully hard to win new business if you can't tell them you're going to act in their best interests.

It's going to be awfully hard for advisers to win new business if they can not tell clients they will act in the clients» best interests.

In all instances, we strive to understand the unique aspects of the client's operation and do not hesitate to advise against a transaction if it does not appear to serve the client's long - term interests.

Even if the SEC's final rule is substantially similar to their proposal, it will still leave a lot of wiggle room for advisors to operate outside of the best interests of their clients.

Like most others in the wealth management industry, United Capital found clients were increasingly interested in, if not expecting, technology that enabled a more hands - on role in their investing, while maintaining some level of connection to a human advisor.

If an advisor does become subject to the new DOL rule, he or she will likely be required to comply with the best interest contract exemption and execute a formal agreement with the client that commits the advisor to act in that client's best interests.

Contact me if you're interested in collaborating with Go Epicurista on special food and wine events, hospitality digital marketing and social media consulting, restaurant & event reviews, travel product reviews, or to create a customized Go Epicurista Insider Experience for your friends, clients or employees.

to get people interested in his clients, and he'll go straight to the owners if he needs to.

If you know football then by now you should be to realize that this is how agents use other clubs» interest to Secure a lucrative deal for their client.

If any club is interested they know what they have to do — find a deal with Chelsea and then talk to me to check my client interest.RTBF is a small TV channel in Belgium and sometimes they like a little thrill to keep them alive.

I was wondering if you might be interested in taking the workshop and / or be willing to pass the information along to colleagues / family / friends / clients.

If relevant, ask about any programs to help clients with little or no money, and a child's interests to protect (Examples: Allegheny County Bar Association, http://www.pittsburghfindalawyer.org [and] Philadelphia Bar Association, http://www.philadelphiabar.org/page/ForThePublic?appNum=5).

There would also be a «rainmaker» provision requiring a lawyer to disclose clients of his firm with state interests if he were more than reasonably expected to know about them, sources said.

So when Percoco called him in 2012 and asked if Howe could think of any clients who might be interested in hiring his wife, Howe reached out to an executive whose company had extensive business before the state.

As if harming vets isn't enough, the CHOICE act would unwind a rule that requires bankers at smaller institutions to act in the best interest of their clients, and especially, not to deceive clients about whether they intended to sell their loan in so - called bundling schemes.

As reported in Politico New York, there is a second way, other than the state ethics board, for a curious chief executive to find out if his top aides represented outside clients that might pose a potential conflict of interest.

Under the new financial disclosure law, a concession was made to such lawyer - legislators: They will be allowed to confidentially apply with either JCOPE or the state Office of Court Administration for an exemption from disclosing a client if it might damage the client's interests.

If clients are experiencing high amounts of stress and cortisol release due to their lifestyles, it is in their best interests not to supplement that with excessive exercise - related cortisol release.

Let me know if you're interested in Cancer and Ketosis, as I did a Client Newsletter on it last week which I'd be happy to forward.

PS: If you are interested in a way to RESET your body to decrease your cravings immediately, join my clients and me on a 5 - Day Sugar Reset!

Online sites that cost nothing are not that hard to find, and if you look for one that has a large client base, you can usually find people in your area who are also interested in dating.

Our matchmakers will actually call you to learn a bit more about you, and to see if you're interested in their eH + client.

If you're interested in being a match to one of these clients, Submit your Free Profile Here.

If you are so successful and busy that you don't have time to meet new people, don't like to date clients or co-workers and are not interested in the bar scene then try Pre-Dating speed dating events!

If you have a busy life and don't have time to meet new people, don't like to date clients or co-workers, and are not interested in the bar scene then try the NEW Pre-Dating Speed Dating.

If you are interested, head over to my calendar and book a new client session with me today.

If you live in Pennsylvania and are so successful and busy that you don't have time to meet new people, don't like to date clients or co-workers and are not interested in the bar scene then try Pre-Dating speed dating events!

If he is always pretending to be someone else, as if in a perpetual one - man show, Ines is also an impersonator in many cases, such as when she must feign interest in shopping with a client's wifIf he is always pretending to be someone else, as if in a perpetual one - man show, Ines is also an impersonator in many cases, such as when she must feign interest in shopping with a client's wifif in a perpetual one - man show, Ines is also an impersonator in many cases, such as when she must feign interest in shopping with a client's wife.

Sadly, sometimes you have to just do what the client asks, even if it is against their best interests.

Could it be viable for an agency to help a client find high - quality self - publishing services in this instance, to see if a well - produced edition of the book might then turn the head of a publisher who wasn't interested the first time around?

If the applicants who want to work with our university admission essay writing service crafting papers for our student clients have worked in this industry before, then we're interested in moving on.

If anything, Hallowell says in an interview with Publishing Perspectives, a key client of Radius may turn out to be a professional in another field — a doctor, scientist, researcher, educator — who has little interest in producing his or her own book and is happy to have traditional publishing people handle the job for them.

Please let me know if any of your clients would be interested in participating or send them to www.indiebooksellers.com to sign up.

And, if you are ever interested, you can reach out to us for even more client case studies - we're more than willing to share them.

While they primarily work with individuals who have low credit scores, many of their clients also have good, if not great, credit scores but still want to increase their score higher in an effort to achieve a lower interest rate on their mortgages or loans.