A more detailed list of the types
of clients our practice serves can be found under Representative Clients.
Not exact matches
KPMG has acquired West Perth accounting and advisory
practice Hayes Knight (WA), saying this will be the first
of a series
of acquisitions to bolster its private
client practice nationally.
It's very likely that your CPA is running a
practice that has dozens - maybe hundreds -
of other
clients.
Live answering services
practice exceptional customer service every day to cultivate relationships with
clients and anyone else on the other end
of the phone line.
Not only does it represent a potential conflict every time an advisor builds a portfolio for his
clients, it also recalls some
of the worst
practices of the brokerage model - like «shelf space» fees wherein a mutual fund company engages in a payola
of sorts to make it onto a brokerage firm's platform or «recommended list.»
Topics included: early reporting on inaccuracies in the articles
of The New York Times's Judith Miller that built support for the invasion
of Iraq; the media campaign to destroy UN chief Kofi Annan and undermine confidence in multilateral solutions; revelations by George Bush's biographer that as far back as 1999 then - presidential candidate Bush already spoke
of wanting to invade Iraq; the real reason Bush was grounded during his National Guard days — as recounted by the widow
of the pilot who replaced him; an article published throughout the world that highlighted the West's lack
of resolve to seriously pursue the genocidal fugitive Bosnian Serb leader Radovan Karadzic, responsible for the largest number
of European civilian deaths since World War II; several investigations
of allegations by former members concerning the
practices of Scientology; corruption in the leadership
of the nation's largest police union; a well - connected humanitarian relief organization operating as a cover for unauthorized US covert intervention abroad; detailed evidence that a powerful congressional critic
of Bill Clinton and Al Gore for financial irregularities and personal improprieties had his own track record
of far more serious transgressions; a look at the
practices and values
of top Democratic operative and the
clients they represent when out
of power in Washington; the murky international interests that fueled both George W. Bush's and Hillary Clinton's presidential campaigns; the efficacy
of various proposed solutions to the failed war on drugs; the poor - quality televised news program for teens (with lots
of advertising) that has quietly seeped into many
of America's public schools; an early exploration
of deceptive
practices by the credit card industry; a study
of ecosystem destruction in Irian Jaya, one
of the world's last substantial rain forests.
«We think this is one
of the most egregious [conflicts
of interest] we've seen in recent years, and it seems to be more widely
practiced... To me, it sounds like a commission, and
clients approach the adviser operating under the banner
of fiduciary expecting those biases to not exist.»
As someone who
practiced law, the idea
of a
client taking to Twitter to predict a judge's sentence sounds crazy to me.
About 14 years ago, I posed a question to my advisory council
of clients — a group I had organized to serve as consultants for the advisory
practice I launched in 1987.
They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value
of their
practices, both for their loved ones and their
clients.
After becoming an attorney, Frazier
practiced with the Philadelphia law firm
of Dinkler, Biddle & Reath, where Merck & Co. was one
of his
clients.
First off, the
practice of Content Marketing (attracting your ideal customer or
client by first sharing valuable free advice, information or tips online) is no longer optional.
When speaking with my own
clients who are aspiring or
practicing content creators, I always help them boil down their niche as a creator by having them fill out the following statement: «I want to become the go - to authority on [insert your niche here] on [insert your social media platforms
of choice here].»
You and your team are professionals who spend dozens
of hours each week becoming experts on your
clients» industries, learning best
practices and honing skills you've spent decades building.
She leads the firm's global customer and operations
practice, overseeing a team
of more than 2,000 partners and professionals to address the front - and middle - office challenges
of Fortune 500
clients.
One
of the
practices that led to the 2008 financial crisis was certain banks bundling risky debt, selling it to
clients, then betting against those same investments.
As the industry adopts these
practices, there will be an abundance
of data sets to drive recommendations, compare results and give
clients proper guidance.
(Later, I tried out an online
practice tool that Camp is making available to
clients: I took the role
of a computer programmer strategizing to get a raise, picking from multiple choices the best way to phrase, frame, and time my interactions with a distracted boss.
As you read about,
practice, and get a handle on these SEM skills, you'll eventually be able to add SEM literacy to your resume, and — regardless
of whether you're looking to work as a web designer or a web developer — boost your value to potential
clients and employers.
However, «recent public scrutiny
of data management
practices at Facebook may have a tempering effect on citizens» willingness to opt - in, especially in the near - term,» the Goldman team said in a note to
clients.
What it's Like: The daily work
of a dental hygienist is never boring, says Simone d'Entremont, a registered DH who works in an orthodontic
practice in Yarmouth, N.S.. From assisting with braces and dentures, to cleanings and cavity detection, «every new
client that comes in is someone totally different with different needs,» she says.
Like other professional services, executive recruiting is undergoing a sea change as technology and
clients» toughened expectations challenge the industry's traditional ways
of practice.
In
practice, that means an increased flexibility
of deliverables, a commitment to quality, and a willingness to satisfy the
client above - and - beyond expectations.
Prior to joining GMI Ratings, he served as the head
of the financial communications
practice at Waggener Edstrom (now WE Communications), where his
clients included Microsoft, BMC Software, Ener1 and New Stream Capital.
Insurers looking to cut costs, improve business
practices, and better assess
clients» risk levels, will increasingly invest in the Internet
of Things.
Likewise, sometimes you know that there's something you have to do in business, whether it's letting go
of a
client that is engaging in unethical business
practices or firing a highly productive employee who verbally abuses others in the workplace.
Given the complexity and depth
of the duties
of an AM, as well as their close dealings with
clients, it is essential that AMs are trained according to best
practices in account management.
Part
of what I do in my business coaching
practice is review marketing emails for
clients.
WordStream reviewed the PPC activities
of 500 small and medium - sized business
client accounts and found that many businesses are not maximizing the value
of their AdWords campaigns because they do not engage in basic PPC best
practices such as actively managing their accounts, improving ad relevancy and engaging in mobile optimization.
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.
Mr. Thomas said his
client has reported that many private - equity firms decline to disclose the existence
of such fees before deals close, a
practice that allows them to extract cash from their targets without investor approval.
Sources told Page Six that celebrities have been
practicing answers to the inevitable barrage
of questions involving alleged abusers Harvey Weinstein and Woody Allen, and publicists have been working overtime to make sure their
clients «don't step in a pile
of s — t» during interviews, as one Los Angeles publicist with Oscar - nominated
clients said.
I have a couple
of new
client sites that this will definitely go to
practice on.
The fee is set when the inspection is booked, and the inspector may have e-mailed or faxed the contract to the
client, detailing the scope
of work, often defined by the ASHI Standards
of Practice.
She provides consulting and customized training for
clients on a variety
of topics, including sexual harassment prevention, conducting internal workplace investigations, effective documentation and performance management
practices for managers, managing employee medical leaves and disability accommodations requests, and compliance with the myriad
of wage and hour laws.
«Implementing the [Dalbar] calculator makes every
client profitable, replacing the current
practice of having winners pay the way for unprofitable
clients,» the company stated in a press release.
«We did a lot
of things for our first
clients that we wouldn't do today,» said
Practice Management Systems's Mineck.
From audience and list building, to the right image sizes to use for each platform, to which kinds
of posts convert the best, to leveraging your social media posts to create PR opportunities... there is an endless and ever - changing list
of skills, tools and best
practices that social media marketers have to stay on top
of in order to consistently provide ROI to their
clients.
We are also pleased to see that the CSA, IIROC and MFDA may view refusals or low ball offers as an indication
of problems with a registered firm's complaint handling
practices including their obligation to deal fairly, honestly and in good faith with
clients, act within the applicable standard
of care, or have implemented and maintained effective complaint handling procedures.
The now - endangered fiduciary rule is based on a simple — and seemingly unarguable — principle: that in giving advice to
clients with retirement funds, stockbrokers, registered investment advisers and insurance agents must act in the best interests
of their
clients... It simply doesn't seem like a good business
practice for Wall Street to tell its
client - investors, «We put your interests second, after our firm's, but it's close.»
Tom is also a two - time author, including How
Clients Buy: A Practical Guide to Business Development for Consulting and Professional Services (2018) and Bread and Butter, a critically - acclaimed book that describes his work at Great Harvest and how he and his team created a nationally recognized corporate learning community and culture
of best
practices using collaborative networks.
Our team and solutions currently support
clients with a number
of best
practice standards, including:
Most recently, he served as a vice chairman in Deloitte's U.S. Global Strategic
Client Group, and as a global and U.S. leader
of the firm's manufacturing and automotive
practices.
Deepti Kulkarni, Esq. is an associate in the Food, Drug and Medical Device Regulatory
practice, who counsels
clients on a wide range
of matters involving FDA regulatory issues.
Because
of the potential damage to legitimate attorney -
client relationships caused by these mass seizures
of records, U.S. attorneys are trained to explore alternatives to these warrants when evidence is sought from a
practicing attorney.
He sought the assistance
of MaRS Discovery District, first through its Entrepreneurship 101 program, and later as a
client in its Cleantech
practice, to help turn his idea into reality.
These registrations require the advisor and the firm to follow specific rules
of conduct and operations such as,
client confidentiality and adhering to ethical
practices.
But, as an attorney, he is also engaged in the
practice of law on behalf
of clients —
clients whose privileged materials are now in the possession
of federal agents.
While the new DOL rules are principles based and do not provide discreet instructions as to what advisors should do to fulfill fiduciary duties, industry executive David Trainer said advisors can not lose with
clients or regulators by incorporating research into their
practice that is «inarguably in the best interest
of clients.»
Sales intelligence (SI) refers to technologies, applications and
practices for the collection, integration, analysis, and presentation
of information to help salespeople keep up to date with
clients, prospect new data, and drive business.