Sentences with phrase «key client risk»

Not exact matches

But if you discuss a significant mistake, like, «I lost a key client,» she says you'll come off as a risk.

Getting everyone on the same page will allow you to become a key part of the company as the organization risks losing clients, employees and moral if you leave.

«Key risks include failure of the acquisition, competitive discounting, and wing price trends,» West wrote in a note to clients.

Wells Fargo Securities LLC's David Maris told clients in a note, «We believe that there is a high risk that healthcare and drug pricing will be a key part of the midterm elections as well as the next presidential election, and we expect that the current administration will try to blunt any criticism that it hasn't done enough with plans of its own before then.»

Managing more than $ 2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

[3] To assess your clients» risk of developing Syndrome X, pose the following key questions.

The key difference is that Invisor.ca assesses a client's goals before customizing a portfolio, whereas robo - advisors generally only evaluate risk tolerance.

He added that helping clients periodically re-assess their risk tolerance is a key way advisors can demonstrate value by highlighting long - term rates of return from capital markets to ensure realistic returns and volatility expectations are set.

Key strategy elements to each of the Defined Risk Funds include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

Overall, I think Neil Record's done an excellent job of institutionalising the firm, and I see no reason to anticipate any key - man risk (or major strategy / client changes) if / when he or any other long - term senior execs finally depart.

Leverage is another key factor to which NCAs should pay attention and make sure firms that offer leveraged high - risk products act in clients» interest.

This leaves firms open to risk and hinder the ability of a firm to bring its key client leads together to plan next steps and service client requirements.

Any key risks that may tip the project progress sideways on other paths, should be communicated to the client early in the project with alternative action.

A legitimate investigator can get a court order to get individual keys, but they won't get all the keys and therefore individual lawyers and clients aren't at risk from them.

aosphere has expertise in key areas such as shareholding disclosure (including short selling), cross border marketing restrictions, data privacy and derivatives to provide subscription products which help their clients to reduce legal, regulatory and operational risk.

Learn how to minimize risk to your firm and your clients, improve your productivity, and decrease costs by following key records management guidelines.

Whether discussing the patent work of an attorney at a boutique law firm or examining how the corporate counsel of a multinational corporation mitigates risk, the diverse collection of case studies in our first edition illustrates how firms provide analysis and guidance to clients and how in - house counsel are a key component of a company's leadership team and long - term success.

In both cases, raising the awareness of ADR and an understanding of how it can be effectively used with minimal risk to clients has been key to its success.

Ideally, from both the client and the lawyer perspective, firms should never have key partner risk.

In addition, two key elements of our governance practice include risk management and continuous improvement to help our clients best manage changing demands and legislation.

The type of legal services and clients of the legal entity will be the key determinants of the extent of risk there is to the public from such practices, and therefore the nature of the risk - focused regulation.

The DG Key IP team works diligently to minimize each client's risks associated with litigation while providing top tier transactional representation.

Six Sigma also enables the firm to provide clients with detailed budgets, updated at milestones, a key tool in conducting a litigation risk benefit analysis.

As a result, if the client does not move quickly to take proofs of evidence from key hotel employees, it potentially risks losing the evidence of some of its best witnesses.

Neil brings a practical approach to dispute resolution and counseling, representing clients in a broad range of industries on key areas of litigation risk, including breaches of contract, business torts, intellectual property disputes, securities litigation, and class action defense.

What are the key IP matters you advise these clients on and what are the most important pitfalls / risks you advise them to look out for?

The use of ILS is a rapidly - evolving method of risk transfer, and legal support to ILS transactions has a key place in DAC Beachcroft's client strategy.

In an article in the July 2011 GPSolo eReport, Todd Scott, Vice President of Risk Management at Minnesota Lawyers Mutual, says that «the key to successfully recovering the firm's net receivables is to take certain steps up front, at the start of the attorney - client relationship.»

For many of our own blue - chip clients, risk management is the key driver as opposed to the need for cash flow financing.

We are working hard to try and achieve HMRC «low risk» status by encouraging compliance visits and maintaining a clear and transparent treatment of all tax sensitive items; a key part of this is having a strong proactive relationship with our client relationship manager.

The DG Key IP Group combines essential elements of the firm's litigation and intellectual property practices to help clients minimize their risks associated with litigation while also providing transactional representation.

The key to business success is sometimes not listening to your clients too closely, but taking a risk, getting something to market quickly, keeping the momentum up, and developing quickly in response to initial feedback.

Our clients trust us to apply our solutions and know - how to help them make the best use of technology in structuring deals, mitigating key risks to their businesses and in achieving their commercial objectives.

London, UK, 8 April 2015 — The risk of key staff being poached by rival firms, potentially taking major clients with them, now poses a significant threat to the profitability of City law firms, reveals new research by Thomson Reuters Legal business, the world's leading source of intelligent information for businesses and professionals.

Apps will enable clients to work collaboratively with their lawyers, using cameras on their devices to stream real - time footage into the app, carry out live risk assessments that, when combined with an AR overlay, highlight and record key risks on screen.

With a full service team of highly experienced lawyers resident in key life sciences hubs, our team helps clients find the strategic paths that foster growth and minimize risk across all phases of the corporate life cycle.

The key to this policy being successful is for the client to fully understand the benefits and risks, and for the policy to be funded appropriately.

A perfect insurance score, in the eyes of an insurance company, represents a client with the lowest possible risk of filing a claim, so since the probability of filing a claim is based on credit, good credit is the key to a high score.

LIC's Jeevan Shiromani Plan (T - 847) is one of the plan which is specially designed for those clients who really want handsome money back amount with high maturity and the key part is in Lic's Jeevan Shiromani Plan (T - 847) is that this plan provides high risk cover which helps you living peaceful life.

The SpectroCoin.com mobile wallet is the first practical solution to reduce key Bitcoin risks such as price risk and security risk (as the client does not have to hold bitcoins anywhere).

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PROFESSIONAL EXPERIENCE January 2009 — Present Calculated Risk — Milwaukee, WI Insurance Broker • Solicited new clients by developing business relationships • Influenced retail agents to place risks and develop quotes as necessary • Evaluated and rate each risk as deemed necessary • Formulated insurance plans based on individual client's needs • Monitored key metrics and managed corrective measures when necessary • Underwrote new and renewal busiRisk — Milwaukee, WI Insurance Broker • Solicited new clients by developing business relationships • Influenced retail agents to place risks and develop quotes as necessary • Evaluated and rate each risk as deemed necessary • Formulated insurance plans based on individual client's needs • Monitored key metrics and managed corrective measures when necessary • Underwrote new and renewal busirisk as deemed necessary • Formulated insurance plans based on individual client's needs • Monitored key metrics and managed corrective measures when necessary • Underwrote new and renewal business

KEY ACHIEVEMENTS • Increased client base by a staggering 62 % within 2 years, by employing exceptional customer services skills • Developed a risk identification strategy which decreased client dissatisfaction through implementation of customized client programs • Trained 3 groups of client services representatives in taking the consultative approach to clients» problems, with a view to retaining them • Developed and implemented a series of complaint and feedback procedures that provided complete insight into the client — services equation

KEY ACHIEVEMENTS • Saved a client from total wipeout by advising him to completely bail out of a shady company's stock just in time for its collapse in the stock market • Implemented a series of risk management procedures, which reduced client loss by 56 % • Researched a particularly lucrative shares deal which brought both company and clients a benefit of 71 % on their investments • Successfully trained 52 traders to handle clients» accounts, all of whom are now operating independently within the company

JPMorgan Chase NA, Phoenix • AZ 2010 — 2011 Home Lending Direct CD Loan Processor Senior Provided sound recommendations and key decisions to upper management concerning clients under performance potential and risk assessment and discussed with clients actions plans to resolve delinquency.

Managed the approval process through interaction with key business partners, such as Client Management, Risk Management, Credit Underwriters, and Portfolio Management.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Professional Experience Accenture (Chicago, IL) 2007 — Present Consultant for Department of Defense (2008 — Present) • Collaborate with management and client counterparts to identify key issues / risks and develop appropriate solutions, earning consistent high rankings for project success within peer group and managing resource regularly with little supervision • Develop procurement business processes models and sound functional designs for SAP Enterprise Resource Planning system • Lead system test phase for SAP Document Builder and Tech Quality (Material Management), holding responsibility for test case creation, data management, and status reporting • Identify cross-process gaps in custom functionality through systems design analyses, uncovering significant cost savings • Provide troubleshooting guidance by debugging software, working closely with technical counterparts during test / build phases of project to expedite issue resolution, including several hundred defects revealed through program testing • Obtain public trust clearance, issued by the US Department of Defense

Professional Experience Xap Corporation (Los Angeles, CA) 2008 — 2009 Client Success Leader / Implementation Manager • Managed the client experience in the design, development, implementation, operation, and maintenance of college and career planning portals for state - based education agencies • Generated statements of work and project plans, tracking and reporting progress of portal development against functional design plans and timelines • Developed and implemented standardized implementation reporting features to monitor performance against common benchmarks • Presented project summaries to senior management and key stakeholders, addressing project status, risk analyses and mitigation plans • Conducted post-implementation analysis to streamline future efforts, installing change management processes for future project sClient Success Leader / Implementation Manager • Managed the client experience in the design, development, implementation, operation, and maintenance of college and career planning portals for state - based education agencies • Generated statements of work and project plans, tracking and reporting progress of portal development against functional design plans and timelines • Developed and implemented standardized implementation reporting features to monitor performance against common benchmarks • Presented project summaries to senior management and key stakeholders, addressing project status, risk analyses and mitigation plans • Conducted post-implementation analysis to streamline future efforts, installing change management processes for future project sclient experience in the design, development, implementation, operation, and maintenance of college and career planning portals for state - based education agencies • Generated statements of work and project plans, tracking and reporting progress of portal development against functional design plans and timelines • Developed and implemented standardized implementation reporting features to monitor performance against common benchmarks • Presented project summaries to senior management and key stakeholders, addressing project status, risk analyses and mitigation plans • Conducted post-implementation analysis to streamline future efforts, installing change management processes for future project success

Principles for developing organisational policies and protocols for responding to clients at risk of suicide and self harm Health promotion resources Key resources Australian Indigenous HealthInfoNet