Sentences with phrase «needs of clients as»

Meeting financial needs of clients as well as meeting the goals

It depends on the needs of our clients as well as your marketability, including your skills, availability and flexibility.

Throughout her practice Barbara has placed a priority on understanding the needs of her clients as well as the challenges that they face in their business.

Our team always develops new formatting features that effectively meet the needs of clients as well as readers.

Rita is clearly interested and able to focus on the needs of clients as individuals with behavioral finance constraints and relationship dynamics that drive success or failure as much or more than simply the performance of individual stocks and bonds.

She has a strong ability to balance the needs of a client as well as those of the whole family.

The mediums are not fixed but are interchangeable to accommodate the changing needs of the client as therapy progresses and a trusting therapeutic relationship is established.

«I believe that effective treatment addresses the holistic needs of the client as opposed to focusing solely on symptoms.

Not exact matches

It is paramount that your clients see you, the vendor, as a part of their team and as someone to turn to in a time of need, and semantics analytics is simply the most powerful tool you can employ for this purpose.

Clients may need to traverse relatively short distances as quickly as possible, and private planes are sometimes the only way of connecting to thousands of hard - to - reach local and private airports across the country.

Jamie DuBose of Zenplicity says she's better able to focus on client needs when she's going at a slower pace, and her business grew organically as a result.

As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.

«As planners, we take care of our clients» needs,» she said.

As a relatively small and unknown manufacturer in the big world of recycled materials, GreenMantra Technologies (No. 20) knew they needed to give their clients (who run the gamut from packaging to construction materials, paint, rubber and tire manufacturers) some peace of mind before convincing them to partner up.

«It has more [monetization] than we expected; as users build their Pokémon inventory, spending money becomes needed to store, train, hatch and battle,» Macquarie Securities said in a note to clients, adding that purchases so far in Australia were not being driven by big spenders but by a large number of users.

Whatever you call the firm (its post-merger name hasn't been revealed as of this writing), much of its success in early seasons was due to creative director Draper's ability to see beyond what clients and customers said they wanted, and understand instead what they truly needed.

«Aside from pure in - game token situations, companies really need to think of these as securities,» says Jeffrey Neuburger, who advises clients about ICOs at the law firm Proskauer in New York.

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:

Finding clients was easy: The slumped economy fostered creation of the smallest businesses, such as individuals selling items on eBay and Etsy, who needed to keep track of myriad small payments with slight margins.

To understand the needs of clients, an AM must research in great depth, utilizing info from within the company and without, such as customer feedback and data, notes, and research from projects for similar clients.

Dear Mark, i do believe in entrepreneurs as i am one of them.I curently operate a dental laboratory in California, that needs funding.I am in the procces of attracting business from dentists i work with through direct mail and telemarketing.I'm setting up a small offshore office to do the marketing part since the overhead is to expensive here.But the manufacturing of the finished products will be done in the USA creating jobs through production.A lot of manufacturing work is done offshore but through line production i'd like to keep the most in here.As an immigrant to this country i'd like to suport it to get back in shape financialy for the future of my childrens.I am also copying an idea i have seen at a large company i used to work.I'm in the process of setting up 2 other companies that will compete with my existing one but since they will be providing same products at different prices will atract different type of clients (dentists).

Ideally your phone would be ringing off the hook all day with clients offering you business but the reality is that if you want business, you need to go after it, and as part of your outbound marketing strategy, cold calling can be a very effective sales tactic if it's done properly.

In the future, the client will only upload to our servers the information needed to offer this feature — not broader data such as the time of calls.

Totem is billed as a tool to help photographers protect their work against unauthorized use and to connect clients in need of stock photos with images that suit their purposes.

The contract must clearly disclose any conflicts of interest that do exist, and must give the client instructions as to how he or she can obtain online access to compensation arrangements entered into by the insurance carrier (the final rule, however, provides for a streamlined disclosure pursuant to which individualized information about specific advisors need not be listed).

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

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» money.

With an all - star client roster across a multitude of industries and cities, Lionbridge needed to ensure that their marketing reports were as top - notch as their translation services when they brought on BrightFunnel.

As difficult as it is to do (by nature we want to cast a wide net), you will be far more successful by carving out a niche for yourself as a blogger and truly understanding the needs and desires of your ideal clientAs difficult as it is to do (by nature we want to cast a wide net), you will be far more successful by carving out a niche for yourself as a blogger and truly understanding the needs and desires of your ideal clientas it is to do (by nature we want to cast a wide net), you will be far more successful by carving out a niche for yourself as a blogger and truly understanding the needs and desires of your ideal clientas a blogger and truly understanding the needs and desires of your ideal clients.

We, as a team, spend a great deal of time determining the needs of our clients, therefore, developing plans and procedures to support our clients» specific needs.

Insurance Agent Fraud: Sometimes insurance agents breach the trust and loyalty of their customers because of the lure of high commissions, causing them to over insure their clients, or sell high commission products they don't need, such as variable annuities.

An experienced biotechnology patent lawyer, Dr. Noonan brings more than 20 years of extensive work as a molecular biologist studying high - technology problems in serving the unique needs of his clients.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

As part of our servicing offering for Endowment and Foundation clients, we have designed customized bond portfolios to match our clients» unique cash flow needs.

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» money.

We provide a customized investment solution to clients in need of a targeted investment program, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model.

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» 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» money.

As part of the sales process, you might need to resort to a strategy of wiping the slate clean with your potential clients.

Some of Modis» longest relationships are with telecommunications clients, and as their business needs, projects and goals shifted, so did the services we offered.

Most clients view a retirement plan distribution as an event that is likely to result in an undesirable tax hit — especially when that distribution is a required minimum distribution (RMD), which must be taken regardless of whether the client actually needs the income.

As a part of RBC, First American is focused on providing equipment finance solutions exclusively designed to fit the needs of RBC clients.

«We view this development positively for Canadian - listed companies with U.S. operations, as it significantly reduces their risk profile, and may be the spark investors need to take advantage of attractive valuation opportunities,» Russell Stanley, an analyst with Echelon Wealth Partners, wrote in a note to clients.

WBENC's robust workshops focus on what WBEs need to know to enhance their positions as suppliers: how to hone skills that are sought - after by their clients, leverage existing expertise for greater growth, and build their capacity to meet the increasingly sophisticated needs of major corporations and government entities.

Our digital strategies are not one size fits all, they are custom tailored to each client needs and factors such as how competitive your industry vertical is and what kind of a brand are you.

Because of a consistent focus on our clients» needs and orienting our businesses to meet their ongoing objectives, we believe we have provided solid returns in a challenging period, while seeking to protect our ability to provide significant upside to our shareholders as the economic cycle turns.

You will have to return the favor, so for the clients of yours that need to utilize the services of a good banker, then it will be your responsibility to provide referrals to the banker as well.

Walter Schloss, who compiled one of the all - time brilliant track records, shrugged as he was losing clients in the late 1990's because he was underperforming and wouldn't give them the tech and internet exposure they felt they needed.

But advisors who want to go after physicians as clients need to be mindful of what doctors want from advice.

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» money.