Sentences with phrase «meetings with the clients as»

Attorneys who practice in rural areas tend to find themselves sent to the courthouse and meeting with clients as soon as they start.

At Michael R. Varble & Associates, P.C., it is important for our legal team to meet with the client as soon as possible so that we can create a solid plan.

Walked the sites and managed the supplies needed for job completion, completed customer invoices and arranged meetings with clients as needed.

Not exact matches

While this may not work for chance encounters, it's crucial when a first meeting is planned ahead of time, such as a job interview or a consultation with a potential client.

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.

Thanks to its growing size and reputation, the company is becoming a more visible industry presence, recently opening the MDC Innovation Centre in New York, a 16,000 - square - foot office on Fifth Avenue above Bergdorf Goodman's, with a balcony overlooking Central Park for clients and partner agencies to use as a meeting and workspace.

As a business adds workers, it's important for its owner to spend his time focusing on higher - level tasks like meeting with clients and strategizing new projects.

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.

Technology Centre: When she's not in her office, Kennedy can be found meeting with clients in a spacious area known as the Microsoft Technology Centre.

As the CEO of Alteon WebSystems, a Silicon Valley data - networking company that was poised to go public, he spent months on the road meeting with business partners and wooing clients.

While the nature of every meeting is unique, as the needs of every client will vary, here's a typical outline of what your conversation with a financial planner may look like:

My former client (disclosure: I stopped working with them as of December last year) Wayfare also received genuine interest from the press through the idea that we, as human beings, occasionally want to meet people from all over the world.

With a clientele that's decidedly younger and more business - oriented than the city's more stodgy Forest and Stream Club, the Club Saint - James offers nearly 40,000 square feet in downtown Montreal for board meetings and client dinners, as well as individual wine cellar drawers where members can stash that special bottle.

Also, we each reserve time to communicate and treat those meetings as if we were meeting with a client.

«Worse, this client left the initial meeting with the other advisor feeling as if they were definitely getting $ 22,000 per year if they pulled the trigger,» he said.

As Cooper sees it, «You can work out of your garage until the cows come home, but if you want to start meeting with clients and portray yourself and your image through your physical environment, it's more effective than a shared space.»

After heading to Asia for year - end client meetings, Levkovich wrote: «A 10 % total return in the next 13 - 14 months was perceived as being too conservative by many even as our year - end target is in line with mean and median top - down forecasts... Interestingly, several clients suggested that our outlook was far below the bullishness expressed by other even when our numbers are pretty much well within the Street's consensus.»

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

We work closely and collaboratively with our clients throughout the entire process, serving as a partner to meet their M&A needs.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

We also know that relying solely on link building to meet client web marketing objectives is not nearly as effective short and long term, as a holistic program of matching the right media assets with the appropriate promotional channels.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

I don't attend many of these industry events, but it is fun to attend them occasionally, as I got to meet with a few Saber Capital clients who live in the NYC / NJ / Philly area as well as other -LSB-...]

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

I know of salespeople who go so far as to walk into meetings with clients carrying a small white board, dry erase markers and an eraser.

Rather than winging it as most salespeople do, you will enter your meeting with higher level of understanding and your prospective client will be impressed by the homework you've done.

Solely for the purposes of the product governance requirements contained within: (a) EU Directive 2014 / 65 / EU on markets in financial instruments, as amended, or MiFID II; (b) Articles 9 and 10 of Commission Delegated Directive (EU) 2017/593 supplementing MiFID II; and (c) local implementing measures, together, the MiFID II Product Governance Requirements, and disclaiming all and any liability, whether arising in tort, contract or otherwise, which any «manufacturer» (for the purposes of the MiFID II Product Governance Requirements) may otherwise have with respect thereto, the ADSs and ordinary shares have been subject to a product approval process, which has determined that such securities are: (i) compatible with an end target market of retail investors and investors who meet the criteria of professional clients and eligible counterparties, each as defined in MiFID II; and (ii) eligible for distribution through all distribution channels as are permitted by MiFID II, or the Target Market Assessment.

Just last month, it was reported that Credit Suisse strategist Andrew Garthwaite lamented dismal yields for the past couple years in a client report, writing that «his team has come across almost no one who seems to have outperformed or made decent returns this year» and «we have never had so many client meetings starting with statements such as «we are totally lost».»

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.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

This means that the office portion of your home must be used significantly and consistently for business activities, or as a place where you meet with your clients / customers in the normal course of your business.

Identify key opportunities for XumaK partners (such as Adobe, ElasticPath & Jahia), to provide clients with the best solutions that meet their current needs.

Identify key opportunities for LCG partners (such as Adobe, Tealium & Ensighten), to provide clients with the best solutions that meet their current needs.

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.

It seems as if in every meeting I have had lately with clients, questions about the upcoming U.S. election and its implications for markets are the first to come up.

«smartTrade's LiquidityFX offering is impressive, and its flexible components allow us to meet the needs of clients who prefer us to provide them with liquidity aggregation as well as algorithmic trading logic.

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.

I could «turn on» and be eloquent with clients, yet as soon as the meeting ended, I had trouble forming full sentences with friends or family.

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.

One of Howe's tasks as a lobbyist was securing meetings with government officials for his clients, and he told jurors Monday that he did just that, meeting frequently with Glaser and Percoco.

Professional registration with the Engineering Council as an Engineering Technician, Incorporated Engineer, Chartered Engineer or ICT Technician demonstrates that you have met the standard that gives the public, employers and their clients that confidence.

Kindlon, as Law Beat previously reported, has overhauled the office with new assignments and roles for attorneys, right down to transforming the former media room on the first - floor of the judicial center to an office where public defenders can meet their clients.

The man described as Client 9 in the affidavit arranged to meet with a prostitute who was part of the ring, Emperors Club VIP, on the night of Feb. 13.

Introne also attended a meeting with Cuomo and a delegation of Brooklyn lawmakers where they discussed the fate of Brooklyn hospitals, despite the fact that Sachs» firm counts as clients existing Brooklyn hospitals and and some trying to break into the Brooklyn market, such as NYU Langone Medical Center, which is bidding for the right to buy Long Island College Hospital from SUNY Downstate Medical Center.

Mr. Cuomo met with Republican senators on Tuesday to discuss his proposal for new ethics laws, particularly a measure requiring legislators who work part time as lawyers to reveal more of their clients, which has prompted concerns among the Republicans.

After my meeting with Rajesh, who impressed me and is now in line to do the same with my client, I met Susan, a cell biologist whose career in science has been driven just as surely by passion as Rajesh's was.

With over 20 years experience as a certified counselor, coach, and educator, Jaime Leigh provides her clients with an individualized program meeting her clients current neWith over 20 years experience as a certified counselor, coach, and educator, Jaime Leigh provides her clients with an individualized program meeting her clients current newith an individualized program meeting her clients current needs.

An interview by my client Alyson, with an important lesson she has learned early on as a competitive athlete Meet Alyson, my past client and very successful young woman.