Sentences with phrase «of client conversations»

Our cross-divisional organization, UBS and Society, focuses our firm on making Sustainable Performance the standard across our firm and part of every client conversation.

Having a record of client conversation (s) at your fingertips is vital to your brokerage's or team's performance; furthermore, showcasing their ability to understand the needs of their clients and maintaining those strong relationships.

Not exact matches

Today, smart accountants are tying themselves into their clients» cloud - based accounting systems, engaging with them on Facebook and keeping a steady stream of conversations throughout the year.

Barging consists of the manager listening to client - employee conversations.

Brunner, who left Lunar in 1989 to become Apple's chief designer, recalls having conversations with Smith about how they spent a fair amount of their time giving counsel and strategic advice to start - up clients, almost as if they were venture capitalists.

I know this not only from personal conversations with my fellow fossils, but also through a discussion with an accountant recently in which he told me that the number one reason most of his older clients haven't retired yet is because they are afraid to before they are eligible for Medicare.

Not only did the post end up getting syndicated by multiple outlets, but it also sparked many subsequent online conversations about how to deal with difficult personalities in the workplace, particularly clients or customers who are vital to the stability of your business.

By having an in - depth conversation with prospects about what they're trying to achieve and really listening to their goals, you can set value - based prices that are higher for you and also deliver more for the client, ideally, offering clients a menu of options to help them reach their objectives.

«Our conversations with investors certainly indicated a «have» and «have not» view of media stocks domestically, with [bigger companies](the Haves) able to leverage their large breadth of content into something near full carriage on emerging distribution packages like YouTube TV, perhaps at the expense of the Have Not [small to medium companies],» RBC analyst Steven Cahall wrote in a note to clients Monday.

We're not going to land every business opportunity that comes our way, but avoiding these conversation don'ts whenever possible will increase your chances of impressing a client and landing a career - defining sale or relationship.

More than 75 % of company retreats are absolute failures dominated by «circular conversations and way too much partying» because they «are arbitrary decisions based on a task and not a result,» says Alan Weiss, an organizational development consultant with a client list that ranges from JPMorgan Chase and the U.S. Federal Reserve to Hewlett - Packard and Mercedes - Benz.

However, in conversation with Canadian Business, Whistler - based resort planner Paul Mathews, who counts Potanin as a client, claims the Russian professed no knowledge of any such pitch.

Basically, financial planners don't like investment conversations absent the context of a specific client's financial situation.

If appropriate, invite one or two other people who will complement the personality of your client and contribute to the conversation.

The successful sales professional will begin all conversations from the prospective client's point of view.

Clearly, the first four calls are not about making sales; they are about keeping the conversation going and getting potential clients to the fifth conversation, where our chance of making the sale is significantly higher.

One of my clients, Joe Bruzzese of www.Sprigeo.com, an online bully reporting website and education program, began doing this and found that in one week's time, five of his team members asked a total of 27 questions when he ended conversations this way.

A search engine marketer who posts on Reddit using the name Friggersly has done the world a favor by posting the text of an online conversation between two spammers who are paid to sabotage the brand names of rival clients by getting them banned from Reddit.

That doesn't even take into account the thousands of words written in client notes, coaching via email or chat, and Facebook conversations.

Investigators who raided Cohen's properties are said to have sought records of payments to two women who say they had an affair with Trump; materials connected to the 2005 «Access Hollywood» tape featuring Trump; recordings of Cohen's conversations with associates; attorney - client communications between Trump and Cohen; and Cohen's electronic devices and financial documents.

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:

I noticed the conversations with one of my clients — Scott Moody, COO and CFO of the Bonten Media Group — often included discussions on his efforts to help his team with their professional development.

Clients and staff appreciate honest conversation, at least most of the time.

What's the point of trying to talk to a new client if the conversation is so boring they won't remember it anyway?

The Hill quoted the attorney for a former FBI informant in the TENEX case as saying her client «witnessed numerous, detailed conversations in which Russian actors described their efforts to lobby, influence or ingratiate themselves with the Clintons in hopes of winning favorable uranium decisions from the Obama administration.»

How will conversations go when advisors are forced to sign contracts with longtime clients under the Department of Labor fiduciary rule?

The chart below helps to illustrate the relative upside potential of international markets, underscoring why a conversation with your clients about overseas opportunities could potentially strengthen your relationships.

Nowak wrote to clients, «While previously we were cautious about the durability of Twitter's platform turnaround, more positive advertiser / agency conversations and improving user growth make the risk / reward more compelling.»

The seized records include communications between Mr. Trump and Mr. Cohen, which would most likely require a special team of agents to review because conversations between lawyers and clients are protected from scrutiny in most instances.

I had an instant - messenger conversation with one of my clients the other day.

You've met with a potential client, had a couple of great conversations by phone, and followed up.

Over the past few weeks we have had several interesting conversations with clients about «timing the market» in terms of when to release...

The Guide to the Markets — and supporting suite of literature — illustrates an array of market and economic trends using compelling charts, providing the building blocks to support conversations with your clients.

Stepping back from the market action, we want to pause for a moment and share some thoughts about longer - term investment strategy that have been part of our recent client conversations.

Greg Ellis, owner of Ellis Bottom Line Bookkeeping, in Longmont, CO., encourages his clients to have regular, face - to - face conversations with their banks.

Here at Imagine, we put all of our clients through a blueprint process that consists of multiple conversations in an effort to learn about their business, their goals and their struggles.

Add snippets of content that recall conversations with your client, where attitudes about risk or specific financial goals were stated.

Your sales people will be getting much greater visibility into each prospective client conversation as they start their process of working toward a sale.

Of course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new clienOf course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new clienof conversation with a new client.

What I can tell you from my conversations with clients is that more and more people are starting to see bitcoin as money and the potential to replace the current fiat central banking system that has gotten out of hand.

Conversation Threading: The Biggest Change to the GroupWise 18 Client One of the biggest changes end users will notice is the conversation threading feature that's on by default in the... 詳Conversation Threading: The Biggest Change to the GroupWise 18 Client One of the biggest changes end users will notice is the conversation threading feature that's on by default in the... 詳conversation threading feature that's on by default in the... 詳細はこちら»

She serves clients globally across a diverse set of industries facilitating meaningful conversations within and across multiple generations on matters relating to firm continuity, next generation preparation, governance and, when needed, conflict resolution.

Without a doubt, the meetings with my baby - boomer assistant, daily conversations with my Gen - X boss and other interactions with clients and colleagues taught me and challenged me more than I could have ever imagined after spending most of the previous four years around people my age.

I recently had a conversation with a client about calories and the inefficiency of following a diet that encourages you to count calories.

We need to start convincing companies and clients that packaging should become a core part of this conversation.

Because none of these three dingdongs understand «attorney - client privilege», they thought if they included Cohen in the conversation, then they could plot whatever illegal shit they wanted to do.

* This letter was written in compilation of the many conversations I've had with doula clients pregnant after loss.

It's a two - page summary of conclusions from phone and email conversations that I've had with the client, and parts of it are specific to this organization's resources and orientation.

«In playing along with this line of conversation, and partly to spare our «client» from embarrassment, we entertained a series of ludicrous hypothetical scenarios,» the company said in a statement.

With this in mind, respecting client confidentiality, here's a broad summary of those conversations in the round - things that you don't always see played out in the media.