Sentences with phrase «keep the client invested»

To keep their clients invested during dips, Wealthsimple invests some money in assets that grow slower but have less negative volatility.

By making your client your partner in a case — any type of case at all — you will keep the client invested in the process.

You have to work round the clock to keep clients invested.

Not exact matches

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 reason for this has to do with the fact that it is financially worthwhile for insurance companies to invest in new technologies that will keep their clients healthier.

One of archerETF's core values is to ensure our clients are kept well informed on market activity and investing in general.

One of Bellwether's core values is to ensure our clients are kept well informed on market activity and investing in general.

Clients are increasingly asking about impact investing, and yet the number of choices in the industry is growing too rapidly for a generalist to keep up.

Here's how advisors can make the most of an ETF investing strategy — and keep clients happy.

We invest as much time in educating our lead practitioner and staff as we do our clients, and know from experience that by keeping ahead of the latest cutting - edge scientific developments in natural medicine, and by drawing on the vast knowledge of allied health experts in the health care field both in NZ and abroad, we can offer you the best possible solutions when it comes to your natural health care.

Also keep in mind that if you aren't quite ready to financially invest in a matchmaker, Three Day Rule allows you to create a free profile, which adds you to the pool of potential matches for their paying clients!

The aforementioned cynic would add that the «trailer commissions» designed to induce a fund salesperson to keep clients «fully invested» are a big reason for the continued popularity of mutual funds.

RBC Action Direct, which now goes by the moniker RBC Direct Investing has decided to attract new clients instead of keeping the clients it currently has by fixing some of the problems hobbling investors (# 1 on my wish list is the ability to «wash» US equities in RRSP accounts).

I never got my CFP / CSC because it's just not worth my time to take the courses and exam for what the designations would bring me; if something like that were to be a mandatory requirement to talk to clients about investing and their financial plans that would keep me and several other part - time educators / planners / coaches / DIY - support people out of business.

So we actually, with all of our clients, that we felt converted a little bit too much, or that we had strategies, to even do a couple Roth IRAs, invest them differently, keep the one that's higher, we actually are doing our recharacterizations right now, in the month of December, because there's too much uncertainty whether the recharacterizations are going to be available next year.

It's easy to see how disreputable professionals could take advantage of inexperienced clients and their lack of knowledge — and so it's more important than ever to keep on your guard and understand what you're investing in before you buy it.

Many veterinarians invest in Class IV lasers to keep up with the latest modalities; however, they are surprised to learn that laser therapy systems can substantially increase their revenue by attracting new clients, encouraging customer loyalty, and reducing treatment times.

A client should also keep in mind that the attorney not only invests his own money for the costs of the case over the life of the case, but he does not usually charge any interest on the use of this money when a recovery is made.

Barry said many law firms with a portfolio of clients across multiple jurisdictions had looked to grow and keep key clients either by entering into mergers with other firms or investing in business development.

Exacerbating the problem, lawyers may have already invested time and money into these files, which leads to a lose - lose situation: losing the client can be just as costly as keeping the client.

Libby Jackson, who was promoted in HSF's recent partnership round, and is global head of alternative legal services, said in a statement that «demand is continuing to grow and it is important that we keep investing in innovative solutions for our clients, to ensure they are receiving the most cost - effective service possible».

And that's a statistic that we can demonstrate to show that investing in this technology gives you a better experience as a lawyer and your client as well, so you are not waiting for them to mail you a check, they are not having to go out and actually get a check, because many people just don't even keep physical checks anymore, and instead, you are able to clear your accounts receivable quickly and easily and not have to worry about getting paid, but just focus on being a good lawyer and it's that type of benefit that we are able to demonstrate and overcome people's resistance into technology.

Unless you're selling a commodity, which means you're competing on price, you need to invest in relationships to attract and keep clients.

Getting embedded with your client means investing in them, keeping the property in the system that ties them into you, and thereby making it very difficult for them to leave you.

The ban will keep the firm's nearly 17,000 financial advisers from suggesting Bitcoin - related investments and advises against client requests to invest and trade in the cryptocurrency, which has a history of fluctuating wildly despite producing massive gains over the past year.

It's easy to see why firms would want to move to keep clients from investing heavily in cryptocurrencies like Bitcoin — and equally easy to see why those clients would want to put their money in the digital tokens.

Sometimes, intense client and personal commitments can keep professionals from investing time in personal development.

• Demonstrated expertise in influencing and persuading clients to invest into new homes by performing marketing duties • Highly experienced in presenting new homes to prospective clients through effective presentation skills • Proven record of efficiently and effectively following up on powerful leads and ensuring that they are converted into business • Effectively interprets, analyzes and evaluates information relative to selling techniques and potential home buyer concerns • Exceptional judgement based on determining clients» concerns and making competent decisions to assist them in reaching their home buying goals • Deep insight into initiating prospecting and marketing campaigns to attract new customers • Qualified to proactively create and initial rapport with clients and anticipate their home buying requirements • Track record of demonstrating model homes and home sites to customers, focusing on their specific needs and building up on what is being offered • Hands - on experience in drawing up home buying contracts by keeping within the confines of procedure and protocol • Highly effective in following up with existing clients to determine their new home buying needs and to ask for referrals • Deeply familiar with explaining principles, interest payments, taxes and insurance information to ensure that clients are aware of all new home buying legalities before investing into a deal

• Create list of possible clients and communicate with them by calling or emailing to them • Follow up on leads to generate further interest in the company's products and services • Write proposals and assist in the development of marketing literature • Educate clients on new technologies and services by clearly articulating their benefits • Develop and implement both long term and short term strategies for business expansion • Assist in the development of marketing materials such as brochures and banners • Schedule meetings with potential clients and attempt to convince them to invest in the company's products or services • Maintain regular contact with clients to ensure that they are kept in loop about the company's progress and additional services

• Qualified to monitor local and global stock markets and anticipate changes that may affect clients» securities • Adept at making influential financial decisions, with the aim of providing financial benefit to clients and to keep them away from dicey deals • Documented success in creating and implementing risk management policies to ensure that clients invest in straightforward deals, translating into profit • Special talent for acquiring new clients on a consistent basis, by indulging in successful pitches

Satisfaction, the study found, is determined by the amount of time the real estate professional invests in keeping the client informed, and the real estate professional's responsiveness to client concerns and questions.

Good realtors keep clients, tenants, brokers, and other invested parties constantly in the loop as they go about their business.

Commercial mortgage brokers should keep these financing options in mind for a variety of situations, whether a client is investing in a value - add office project or ground - up construction of a retail center.