Sentences with phrase «keep a client on»

You pushed yourself hard to get the project, and you're going to have to keep pushing to keep the client on board.

It's also worth noting that sometimes, it may be the advisers who try to keep their clients on the right track.

The challenge for advisors is to keep their clients on track with financial plans.

Advisors can do well to keep clients on an even keel while those emotions run high.

Our mission is to keep our clients on the leading edge.

Mino Raiola, according to several takes, doesn't keep his clients on contracts.

She gives supportive and practical tips and tricks to keep clients on track for a healthier lifestyle.

They provide financial planning and motivation to keep clients on track.

He added that it does a good job of getting people exposed to the market rather than putting them in cash but questioned its ability to mitigate the downside and, therefore, keep clients on board.

In Q&A, a few questions came up about the ability of robo - advisors to match the quality and timeliness of the advice services an advisor may provide to keep clients on track, particularly in down - markets.

Marketing: Provide dedicated Marketing Managers and an all - inclusive iVET360 marketing agency to increase net client growth, keeping clients on the forefront of innovative trends and competitive in today's marketplace.

Nothing beats face - to - face communication to keep clients on track, so organise regular meetings to ensure you're achieving their goals.

He or she must be patient and compassionate, but must also gently keep a client on track.

Ultimately, the goal is to keep the client on the same educational and professional paths that were intended before the spinal cord injury occurred, within reason.

If partners are more involved in the operation of the firm, that makes them more exposed to the shifting sands of the legal profession as they become more accountable for keeping clients on board or finding new talent.

This is the easiest way for them to keep their clients on the same page without contacting all of them by phone or letter individually.

This keeps my client on budget and ready to sell!!

Not exact matches

«We are reliant on a few large clients, and it is the key concern that keeps me up at a night,» says Brian Cairns, CEO of ProStrategix, a management consulting group and...

Today, smart accountants are tying themselves into their clients» cloud - based accounting systems, engaging with them on Facebook and keeping a steady stream of conversations throughout the year.

Instead of jumping right in to do the work, make sure you keep your clients up to date on what you're doing for them.

Macquarie Group client investment manager David Kiely provided a financial community primer for what not do to in public view when he clicked on an e-mail containing racy GQ photos of Kerr as his colleague Martin Lakos appeared Tuesday on the country's Seven Network TV, to discuss the central bank's surprise decision to keep interest rates unchanged.

Keep in mind that on average you have only 7 seconds — at most — to get a prospective clients» attention.

The company is focused on clients that don't have their own marketing staff keeping up with the latest trends.

One way he kept to that budget was by striking a deal with Young Office Solutions, the furniture company next door, to supply a discount on some of Quid's furniture in exchange for letting Young's potential clients view the furniture in action.

On Monday, DFS announced it has struck a deal with Symphony and four of its largest bank clients — Goldman Sachs, Deutsche Bank, Credit Suisse, and Bank of New York Mellon — on record keepinOn Monday, DFS announced it has struck a deal with Symphony and four of its largest bank clients — Goldman Sachs, Deutsche Bank, Credit Suisse, and Bank of New York Mellon — on record keepinon record keeping.

Just focus on «building up a reputation of respectful, trustworthy behavior, keeping client needs first, and thinking about what they would want in a house sitter,» Morgaine recommends.

You can give clients an electronic file and allow them to take it from there, or you can keep the business plan on file and offer the service of tweaking it whenever necessary.

As they reflected on their work with clients, they realized that all of the time tracking solutions in the market made it easy to keep track of the amount of time spent on a project but didn't focus on treating time for what it is — inventory.

Yet Tal last week advised the clients of CIBC World Markets to keep calm and carry on even if Britons vote to exit the EU on June 23.

The two countries are working toward an agreement that would see American clients declare assets and pay tax, though the U.S. is unlikely to accept Switzerland's insistence on keeping those clients anonymous.

It helps you keep your brand on the mind of your customer and client base, and it also helps you build a stronger business relationship with the vendors that you rely on to operate your business.

This also means you keep up with key employees who interact with your clients on a day - to - day basis.

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

Simple: Many big commercial clients sign leases for a quarter century or more into the future, so the industry keeps an eye on how work, and the places where we do it, are most likely to evolve.

Amid market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to «keep calm and carry on.»

«I usually reserve one to two hours both at the beginning and end of the day for emails so that I can respond to clients and team members promptly, stay up to date on projects and keep my inbox manageable.

But trying to do right by her employees, give back to the community, and attract socially conscious clients — while managing to keep the lights on — proved difficult.

In keeping with the program's focus on a global business outlook, students participate in an Executive Client Field Project, where they partner with a Canadian company looking to expand into India, China or Vietnam.

Smart companies should focus on keeping existing clients happy

They may be prospects you haven't worked with yet, referral sources you haven't talked to for a while, or even ex-employees who've gone on to bigger things but might be your best source of talent and clients if you keep the relationship fresh.

Moreover, you want to work with a company that intends to solve your issue without dragging the contract on for too long for the purpose of keeping you as a client as long as possible.

Keep this as short as possible and remain focused on the individual client's needs.]

Keeping clients dependent on your offerings won't drive your business.

Drinkwater said the new investing rule announced in early April by the Labor Department may spur advisors and clients to work more closely on keeping inflation's effects at bay.

The basic social sites you should be «working» to connect with potential clients, keep tabs on industry and competitor doings and expand your brand reach include Twitter, Facebook, Google + and LinkedIn.

Lightspeed grew its customer base by staying on top of retail trends, constantly adding new features like mobile checkout functionality, and adapting its business model to the cloud, giving clients access to data and analytics while keeping overhead low.

It gives you more energy to spend on getting and keeping those dream clients you want.

Could we talk about striking a balance that will keep you [whatever your boss needs to stay informed, to maintain some flexibility with clients, and so on], but be a bit easier for me to manage?

Finding clients was easy: The slumped economy fostered creation of the smallest businesses, such as individuals selling items on eBay and Etsy, who needed to keep track of myriad small payments with slight margins.

Keep them informed on all communication you have with their boss and / or clients.