Sentences with phrase «of affluent clients»

Managed a $ 40 million portfolio of affluent clients consisting of depository, investment, and loan products.

If you're a luxury hotel, destination, or cruise line offering wellness programs and itineraries, you must attend ULTRA Wellness and share your story with high producing advisors who influence the wellness travel plans of their affluent clients.

This lifestyle is likely relatable for a number of his affluent clients — show opener Bella Hadid, for instance, is an accomplished equestrian — and the show mixed modern updates on classical, well - tailored riding style (quilted capes, tall boots, jodhpurs, slim - cut collared shirts and jackets) with slick athletic gear like skin - tight bodysuits, sporty bra tops, hot pants, anoraks and, of course, sneakers.

Not exact matches

Here are some very telling facts, drawn from thorough research done in 2011 by an outside, objective team of analysts for a multimillion - dollar producer in the financial services field who markets to modestly affluent to very affluent boomer and senior clients.

Franchisees receive the benefits of a national brand with a very passionate, loyal, and affluent client base, a strong corporate team to support them, plus the independence and satisfaction of owning their own businesses.

Roberto helps affluent clients address their four biggest concerns: (1) preserving their wealth, (2) managing risk, (3) pursuing financial independence, and (4) taking care of their heirs.

Our auctions are marketed heavily to end user buyers, investors and our vast client base of affluent buyers.

For five years, he served as vice president, managing director of the Wealth Management Consulting area, which provided tax and estate - planning support to advisors and their affluent clients.

Given the sort of clients accessible on this site, MillionaireMatch isn't just a single of the best affluent dating sites but additionally a main over 40 singles site.

Our clients are distinguished and affluent individuals looking to build life - long love connection, wealth and legacy with like - minded members of the opposite sex.

Though it received pro-bono legal help, that help was from Simpson Thacher & Bartlett, a 122 - year - old, 75 - lawyer firm with a midtown Manhattan address and a laundry list of affluent corporate clients.

The sixth - generation of the BMW 7 Series sedan is primarily made for affluent clients with high standards of luxury, so it was a bit of a surprise to learn we'd be getting our first taste at a private racetrack called Monticello.

Dr. Stanley has also published numerous articles on the topic of marketing professional services to the affluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers Maffluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers MAffluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers MAffluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers MAffluent Customer,» The Bankers Magazine.

Today's affluent clients demand a high level of personalized service to help them manage and grow their wealth.

The Global Wealth & Investment Management segment provides wealth management solutions to a broad base of clients from emerging affluent to the ultra-wealthy.

Welcome to the world of the Strategic Advisers funds, an arm of Fidelity Investments dedicated to providing personalized portfolios for affluent clients.

Advisors partner with more affluent clients that prefer overall financial advice rather than the standard, apparent and dismal approach of mass marketing by the big banks and large financial institutions.

Our hospital is located in an affluent area and we enjoy high client compliance with the majority of our clients following our recommendations.

I started leading a full zero - waste lifestyle in late 2016 after experiencing life in an Indianapolis community where affluent trash gets left behind and food desert conditions and a lack of infrastructure meant many of my clients and neighbors rarely ate fresh fruit or vegetables.

We have handled a couple of cases in the past six months where our clients, one a female bicyclist and an another a female auto driver, were affluent and suffered moderate injuries.

Our primary focus is high - asset and complex litigation matters and we are familiar with the common issues of asset division for affluent or celebrity clients who require specific expertise and the utmost discretion.

Even though universal life insurance could be ideal for everyone, these types of policies are popular for estate planning, charitable gifting and for affluent clients in need of additional tax shelters.

We were among the first Canadian investment professionals to successfully implement the outsourced CIO model to the benefit of our affluent family clients and the foundations they support.

Managed 15 Sales and Marketing Offices responsible for insurance policies of affluent / high net worth clients throughout Western Region.

While Reesa Heft was trading stocks, selling options and providing financial advice to affluent clients, she spent years dreaming of becoming a family lawyer.

For over two decades in the United States, he specialized in working with individuals and couples consisting primarily of dynamic, successful professionals, corporate executives, physicians, attorneys, elite athletes, and affluent individuals, dealing with the specific needs of this particular client population.

I have helped hundreds of clients reach sound and peaceful agreements in a wide range of circumstances, including affluent clients dealing with the division of significant assets and business interests, as well as couples under financial stress.

Having worked with the affluent and super-affluent segments for luxury real estate clients including Kiawah Island, Christophe Harbour St Kitts, and The Cliffs, we've been at the forefront of the changing landscape of how affluents use the web and web - based devices.

81 % of current luxury home specialists report that their number one method for coming into contact with affluent clients for the first time is through a referral or recommendation.

Another survey, a poll of financial planners by the American Institute of CPAs, found that even affluent clients have substantial fears about outliving retirement money and runaway health expenses.

A nationwide client network of affluent homeowners could be leveraged in interesting ways in the future.

Lucio Bernal is a Million Dollar Guild member of the Institute and has been working with affluent clients for nearly 20 years, specializing in executive and corporate relocation services.