Sentences with phrase «keep clients after»

Ed Poll, who writes LawBiz Blog, makes some interesting points about succession planning in his July 20 post, Keeping Clients After A Lawyer Retires.

Not exact matches

One of his clients, for example, a construction company whose stock value was recently appraised at $ 15 million, kept $ 9 million in CDs at a local bank, earning just 3 % in annual interest after taxes.

- 00:33:50 How more COI / SOI prospects are using home valuation tool after receiving market reports - 00:34:38 Lisa shares how she works her past clients - 00:34:44 Lisa shares postcard farming - 00:39:00 Lisa shares how she streamlines her follow - up process by using one CRM - 00:39:28 Lisa and Jeff share how to keep a positive mindset - 00:43:37 Lisa shares the importance of role - playing - 00:45:10 Lisa shares the positive affirmations that work well for her and her team - 00:46:04 Jeff defines a positive affirmation and what that means for an agent - 00:48:21 Lisa shares how she became confident during her first year of business and how the business became scalable - 00:50:37 Lisa shares an example of the type of postcards she sends out - 00:52:51 Lisa talks about how the market reports are created - 00:55:35 Lisa shares her tips on hiring ISAs - 00:58:10 Lisa talks about how many agents she has now and when she knows to add another agent

After last week's tumultuous markets one of my clients sent me an email saying «I am so relieved your constant talk about worsening imbalances kept us from getting too complacent.

Instead, they're putting in the work day after day to keep their pipeline full and close sales with big clients.

Instead, Unison hopes to earn a return by sharing in the profit when your client sells their home — up to 30 years in the future — or your client can keep their home and buy us out anytime after 3 years.

An engaged client is aware of how his entire portfolio is performing and we work hard to keep our clients engaged after they purchase their investment properties.

What I've discovered after consulting with dozens of personal finance clients over the years is that those who do have money with a robo - advisor or a traditional wealth advisor do not keep their financial advisor updated.

After all, in our current economic landscape, we have to do all we can to keep our clients satisfied.

RAN and the Sierra Club are also keeping a close eye on UBS which, soon after stating that it «needs to be satisfied that the client is committed to reduce over time its exposure to [MTR],» went ahead and acted as a paid advisor on the merger of Massey Energy, which operated the West Virginia mine where 29 men died last year, and Alpha Natural Resources.

Clients obtain a heightened state of health along with an energized feeling that keeps them coming back year after year.

I keep this is in my bathroom to moisturize after the shower and in my makeup kit for clients.»

Often times I will have my clients keep food journals in which they not only write down what foods they ate and when, but also rate how hungry they were before they ate and how satisfied they were after.

Gunnar will lead a dynamic group workout modeled after the strength and conditioning program that keeps his clients performing at their best.

It happened in 2012 after repeated complaints from our 1 - on - 1 coaching clients, who kept telling us that the information in the other literary agent lists on the market was unreliable.

As for holding up my side of the partnership, because this is a partnership, after all, I do my best to send emails or DMs or even tweets (if we have that kind of relationship) to the client to keep them apprised of my progress or lack thereof.

With an hourly fee model, after the initial work and recommendations, many clients minimize contact to keep a lid on fees.

When we talk to advisors, we hear that what they care about most are the returns their clients get to keep, including after Uncle Sam takes his share in taxes.

FACT: Every credit repair company is required keep a copy of that contract on file for two years after the date on which the contract is signed by the client.

This will keep them with you as happy paying clients years after the first portfolio is implemented.

Some clients keep the film rolling long after the wedding day.

After all, too much change too often and clients can't keep up.

After all, if their clients saw that they kept holding onto the same companies year after year without making any changes, then the clients might start to wonder why they couldn't manage their money on their own for a fraction of the After all, if their clients saw that they kept holding onto the same companies year after year without making any changes, then the clients might start to wonder why they couldn't manage their money on their own for a fraction of the after year without making any changes, then the clients might start to wonder why they couldn't manage their money on their own for a fraction of the cost.

Before the client files for bankruptcy, the question always comes up: Can I keep my tax refunds after I file?

On average less than 3 % of the credit card companies will sue our clients after we started working on their cases, and if they ever did decide to appeal we would settle with the debt collector before the court case, keeping your out of the courtroom.

Keep checking the returns on these pages, because this is one area where fintech won't win (because our returns will most always be better, even after our 1 % annual AUM fees for live clients with live accounts with our CA RIA).

Gateway Animal Hospital keeps stocked a full medical pharmacy so that our clients don't have to make another stop on the way home, after bringing or picking up their pet from the hospital.

In fact, she keeps in touch with clients 10 years after she operated on their dog during the pet's serious illness.

Weekend greeters welcome clients, offer directions for check - in and check - out, keep the lobby and outside area clean, answer questions (after training) about wellness care and spay / neuter services.

To maintain the triad of care, SAGE will keep you informed of your clients» pet's progress after our initial consultation and / or visit, and any subsequent recheck appointments.

I'm the one who tried to keep up with these guys who managed to stay active and engaged after looking at 10 different properties in a day, taking notes, while still handling work issues and client calls throughout the day, never once uttering more than an occasional I am tired and / or sore.

To deliver clients, a law firm's website site needs to keep performing after the initial launch.

A Louisville premises liability attorney can help a person suffering from a premises liability case is to act quickly, to encourage the client to take photos, to take photos of any improvements that are made after the fact by the person that is at fault, to take photos of his or her injury, and to keep a journal of his or her suffering.

As I've said before: High pay and big name clients might get law schools» best and brightest through a firm's door; but in the emerging age of the dual - centric worker, big money alone likely won't keep many of them toiling there year after year after year.

The connection to people and the personal satisfaction that comes with knowing victims who might otherwise have no voice have been helped to regain a sense of peace after or during a terrible struggle are what keep Valerie sharp and eager to relentlessly pursue justice for every client of our asbestos exposure law firm.

That is a real benefit for clients because number one, the lawyers aren't afraid to make a limited court appearance because after the appearance they can get out and they don't have to keep representing that client and the client doesn't have to keep paying.

The question is, of course, I guess can you keep them as a client after that?

After any natural disaster or emergency, it is critical to keep your existing clients notified about office closures and who will be handling their cases in the meantime.

I recently helped a client who was injured while riding in an Uber car, which shows that you're never one hundred percent safe while you're out driving on the road, but it's a remarkable thing that these ridesharing apps can allow so many people to make a better choice after drinking alcohol and keep everyone more safe on the road.»

It seems obvious, but our clients often don't keep their receipts for items they purchased to treat themselves after a collision.

After doing the run - of - the - mill sorts of things that always get attorneys in trouble — asking for money for filing fees when there actually are no filing fees, failing to keep clients apprised of litigation events — Colorado attorney James Underhill found that his clients were, unsurprisingly, unhappy with his performance.

Of course, one could avoid trust account issues by having the client pay after the work is done, but getting the money up front is a key part of keeping a law practice afloat.

«Observations After Six Months on Legal Blog Watch Main Keeping Clients Happy by Doing Everything Wrong»

Except one railroad client, which kept her on after a long phone call.

After a thorough review of materials to determine the best course of action, Shaun's clients can count on his honest assessment of their case and his ability to develop strategies that will keep costs down and bring about a resolution as quickly as possible.

After years of overcoming plaintiff ESI production challenges, we have time - tested methodologies to review documents, issue code the data important to your case and translate foreign documents while keeping costs to our clients, and their clients, low.

It is our policy to respond to clients within 24 hours — and less time for more urgent needs — and many of our personal injury attorneys, medical malpractice attorneys, and civil trial lawyers often take phone calls, text messages, and emails after hours in order to keep clients informed about their case.

After seeing and dealing with this problem first hand, it became my mission to create a tool that sets expectations and keeps clients informed, yet saves attorneys time so they can focus on their work.

Clients in virtually all industries bring their challenges to Winstead and they keep coming back deal after deal, case after case, year after year as their organizations grow and change.

She recalls a sinking feeling as she wondered how to keep the students busy while waiting for clients: «Without any clients, we had nothing for our students to do after orientation.