Sentences with phrase «meetings with clients at»

Use a MiFi hotspot and your laptop to hold office meetings with your clients at a neighborhood coffee shop or in your car while looking at listings.

Most of the work is office based, although you may assist in preparation for court cases or attend meetings with clients at off - site locations.

Yet I see attorneys get bullied into taking meetings with clients at inconvenient times or in locations that require them to give up hours of time in order to travel to and from the meeting.

And the rest of my work time is spent meeting with clients at their homes.

Berton tries to meet with clients at least three times a year — annually for a big review where he discusses long - term goals and two other times to make sure nothing about the plan has changed.

Digitized law firm documents can be accessed from any Internet - enabled device, allowing lawyers to meet with clients at any location.

Earlier this week I had my first meeting with a client at their house and wrote about essential equipment for attorneys on the move (lots of great comments on that post, by the way).

That is just as true of lawyers who meet with clients at Walmart as it is of those who meet their clients at the Turf Lounge on Bay Street or Jimmy's Lunch in Kitchener.

The Law Offices of Levi Williams, P.A., is open weekdays from 9 a.m. to 5 p.m., and attorney Williams meets with clients at other times by prior appointment.

For the same reason, our Miami car accident attorneys are willing to meet with clients at their homes or in hospitals.

While it is theoretically possible to meet with clients at coffee shops, draft briefs on the display models at an Apple store, and do research at the law library, you won't be doing your clients or yourself any favors.

According to IIROC, the financial adviser should meet with the client at least annually to conduct suitability reviews.

We do meet with clients at our corporate offices at...

If a patient chooses adoption, an Adoption Affiliates social worker will meet with the client at our Waco health center.

Must have own transportation and be willing to meet with clients at their place of residence when necessary

Companies will be able to send staff out to meet with clients at their business or home to conduct a closing, Palmer says.

Real estate is a mobile industry and agents are always on the go: in their home office, in their car, or meeting with clients at their home.

after having met with clients at the community center and a local yoga studio for the past couple of years.

Not exact matches

At industry event, I can tweet with a certain hashtag as a way to meet people whom I may be able to help (and have actually gotten clients this way).

As CEO at Matisia Consultants, Roth was meeting with a new client.

Christopher Yoshida, the chief strategy, sales and marketing officer at trading firm trueEx, has been busy with client meetings following the company's announcement that it is launching a derivatives platform for digital currencies.

You can't be on every client phone call or at every meeting, but holding a gathering with customers and employees will provide an opportunity for gaining valuable insights.

«These [fall] benefit meetings with clients are a time to look at last year's tax return and see what they can do differently with benefits to help next year's taxes,» said John Gugle, CFP and principal at Alpha Financial Advisors.

Rather, when clients looked at their agenda and saw that they had a meeting with the Wexley School for Girls, McAllister wanted them to get excited and to know that it would be the best part of their day.

I also try not to schedule client or internal meetings at 3 p.m.. That's when I have a scheduled conference call with my sons.

At the top of the sales funnel, after a lead is qualified, a grade of «D» designates that a salesperson has met with the would - be client, thinks there's a good match, and has ascertained that a budget exists.

Clients who have become friends tell countless tales of meeting him at the end of one of his 12 - hour seminar days — Robbins exhausted from giving out as much energy as a nuclear power plant to a room of thousands of acolytes — because he wanted to help with a project or problem, even at 2 a.m. «The secret sauce with Tony is that he recognizes that he's not in the transaction business,» says Guber.

At a meet and greet with the company in Las Vegas recently, I noticed Tony Hsieh showed up with his new puppy; he's obviously a client.

We talked about what's at risk with the relentless pursuit of perfection using a recent example of how they described preparing for a client meeting.

Colorado - based Boom Technology is meeting with prospective partners and clients at the Paris Air Show.

«My client and I met with representatives from NBC's Human Resources and Legal Departments at 6 p.m. on Monday for an interview that lasted several hours.

At many companies, men already take «invisible leave» to spend time with their children — they might take an afternoon off to take the kids to their baseball game, for example, while allowing their employer and co-workers to think they're meeting clients.

Have clients sign up online and meet at a public spot; you can manage the website from home and handle payments online with PayPal or in cash in the field.

Instead of putting up ads on freelance sites and hoping to find work (like every other freelancer), you aggressively seek out your target customers by going to conferences and getting coffee meetings with dozens of founders, just to land 1 client at a time.

At Legg Mason, he said, «I spent a lot of time doing stuff that I really didn't want to do, like traveling all over the world and pitching for business and meeting with clients.»

Allan Roth, a financial planner at Wealth Logic in Colorado Springs, Colo., says he recently met with three new clients, each holding between $ 8 million and $ 30 million in cash — all in bank or brokerage money - market accounts earning as little as 0.01 % annually.

One of Jeff's primary roles at Capital is to ensure that all stocks in client portfolios meet the high standards consistent with our overall equity philosophy.

«This new service will allow our clients to identify at a glance those companies in a portfolio with a pending meeting that might pose above - normal ESG risk,» said Katherine Rabin, Chief Executive Officer of Glass Lewis.

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

At another, the chief executive made inappropriate comments to attractive women applying for jobs, women were excluded from key meetings, important assignments and social outings and women who complained they felt unsafe with a male client who verbally harassed them were told to keep working with him because he was a «big spender,» recalls Perez, 36.

9:45 AM — 10:05 AM Discover Why Fast Company Named Omada the Most Innovative Company of the Year Meet Omada Health: With 87M consumers at risk of diabetes, 75,000 patients treated, 3 years of outcomes data, NetPromoter scores in the 90's, 70 + clients, and looming reimbursement by Medicare for its diabetes prevention online social network, -LSB-...]

Meet Omada Health: With 87M consumers at risk of diabetes, 75,000 patients treated, 3 years of outcomes data, NetPromoter scores in the 90's, 70 + clients, and looming reimbursement by Medicare for its diabetes prevention online social network, Omada has «cracked the code» on integrating consumer technology, medical coaching and big data at scale.

So, by your reasoning, if «People put so much importance on words» (implying that they don't matter and we shouldn't take thought of how we use them) then I ought to be able to sing along with the lyrics from pac's «hit»em up» with my black friends, curse in a kindergarten class as well as a corporate meeting for my boss... what impression would a client have of my boss if I were cussing in a professional meeting or at a charity event... it doesn't add up, it's a cop - out rebuttal... trying to find loopholes or applying «human reasoning» like» ll take a swearing guy who's helpful» doesn't change Jesus or scripture it's just setting up a what - if scenario and trying to allow that to in some way justify your stance when again, that doesn't change The Holy Spirit or His heart in those who have been born again... the verses (inspired by His own Spirit) speak for themselves.

It was a really crazy day with leading a lunch and learn at Colonial Life, a client session, our last meeting before launching Joyful Eating and an evening meeting for our Columbia dietetics association, where I'm serving as the education chair for the second year.

For instance, if you have a meeting every morning with all of your key employees, but some of the employees can not be at the meeting because they're traveling, or visiting clients, include them through this technology.

There's nothing more infuriating for moms who work at home than being hauled into the office for a meeting or being sent here, there and everywhere to meet with existing or potential clients.

The result of all this hypocrisy is «stealth parenting» by fathers with any ambitions at work, who lie about «breakfast meetings» when they take their children to school and «client appointments» when they sneak out to look after a sick child.

Because of this, matching preference will be given to clients who have committed to attending at least two (prenatal yoga, childbirth education or breastfeeding) classes through Everyday Miracles, in addition to meeting with their doula.

She pumped milk in her office at least three times a day, she said, until keeping up with it interfered with the many long meetings and client calls she had to juggle.