Sentences with phrase «of clients taken on»

By developing a registry or some other form of centralized attention focused on those in need, firms could avail legal professionals to a publicized system highlighting a relative rating percentage of clients taken on at no cost to the client.

Not exact matches

The best ones make it a point to either speak or visit their clients mid-year to get a sense of what's going on so that they can strategize the best approach for tax savings with enough time to take actions.

-- Chris Mackey, CEO of MackeyRMS, a research management platform for investment professionals that has taken no outside capital / funding with clients on its platform managing over $ 1 trillion in assets

And then at the end of that year, just before things really took off in crypto, White focused his efforts on attracting Wall Street clients: brokerages, large global banks, and hedge funds.

I tell my clients to aim to spend 25 % of their take - home pay on housing.

I checked in with some of our client partners and respected brand leaders for their take on today's marketing landscape, and what we can all be doing to best navigate it.

Capturing client feedback on mind maps takes advantage of the benefits of technology while still ensuring the humanity of business.

«You don't want to take on a client who has a million in sales and then a million in returns,» says Fox, the CEO of Rockland Credit Finance.

You can give clients an electronic file and allow them to take it from there, or you can keep the business plan on file and offer the service of tweaking it whenever necessary.

Based on his clients» experiences, Farrior says an artist with the stature of Nelly probably takes home 18 % of the revenue generated by a song.

Financial advisor Tom Balcom, founder of 1650 Wealth Management in Fort Lauderdale, Florida, said he has seen clients who take on their adult child's bills when the children lose their job.

Rather than asking prospective clients to take the tests, he relies on the overt trappings of the personality factors: speech patterns, office decor, style of dress.

My view on that, having been in sales for many years, is that if you have a client who will take their business elsewhere simply because you aren't accessible every second of the day, either you are doing something seriously wrong or you need to find new clients in a hurry.

On the other hand, although people think of ADP as a payroll company, they make a lot of money by taking that core payroll business and upselling clients on all of this other stuff,» Conrad sayOn the other hand, although people think of ADP as a payroll company, they make a lot of money by taking that core payroll business and upselling clients on all of this other stuff,» Conrad sayon all of this other stuff,» Conrad says.

Arruda, who left his job in June to serve as CEO of Ross, says the digital assistant shortens the research time for each case, allowing lawyers to take on more challenging files and preventing client fees from escalating.

Both Ruiz and Cortazzo say they are using variable annuities sparingly with clients at this point, but for investors who are uncomfortable taking on a lot of market risk, annuities can be a solution.

So, whether your company responds promptly on social media to a client issue — as American Express, for instance, does on Twitter — or remembers longtime clients» life milestones, you should be building a team that clients trust to take care of them.

Whether you're the CEO of a new startup or a solopreneur who just took on her first client, your focus undoubtedly has been largely on appearing professional.

A key part of the process is ensuring potential hires hold its values, which are celebrated and analyzed on an annual Values Day when McKinsey takes a hiatus from client work to study itself: well - handled situations, ambiguous calls, how to ensure adherence to its principles in the future.

When Chicago lawyer Marvin Bower rescued what was then an accounting and engineering firm from near bankruptcy in 1939 and proceeded to invent the discipline of management consulting, he enshrined a set of commandments that guides McKinsey to this day: put client interest above firm profits; speak truth to power no matter the consequences; our work must have real impact on the client's business; take client secrets to the grave.

But how can we be so focused on taking care of our clients that we forget to take care of ourselves?

When an entrepreneur decides to take on clients or provide a product for their customers, the first part of this journey can often be the most difficult part of the process.

Depending on the type of client, optimized bidding for conversions sometimes takes some ramp - up time for it to be most effective.

In an email, Harth wrote that Bloom had a «very high level of integrity» and said she had «no reason to doubt her reasons to take him on as a client at all.»

Several of the Canadian lender's U.S. clients have taken to Twitter to complain about problems accessing their accounts online or on the mobile app, issues which surfaced late last week after TD rolled out a technical update.

Consider the GOP staffer who insulted President Obama's daughters, the paramedic who took disgraceful pictures of dying patients, the assisted - living employee who posted a photo of a client on the toilet.

They will take on only the number of clients necessary to pay the bills and when they're ready to retire, they simply close shop.

On the other hand, if your challenge is a steady stream of clients generating administrative work, which takes you away from serving your clients and getting new ones, you need to hire someone.

A colleague who was a real sports fanatic had season tickets in a prime location and would often use the excuse of «extra tickets» to take his clients out on regular outings, but the deal was that they either would both bring their spouses OR a close friend to the game.

One of the reasons it's so hard for young people to invest is because few people want to take us on as a client.

Above all, we take pride in being dedicated, passionate, and principled advocates on behalf of our clients.

On June 9, the Department of Labor's (DOL) Fiduciary Rule took effect and upgraded every stock broker and insurance agent with a 401 (k) client to a plan fiduciary under ERISA.

While acclimating to life on the West Coast, Rachel decided to take a class at Pure Barre and with each class she became profoundly aware of the unbelievable physical and mental benefits that the Pure Barre method has to offer its clients.

The over the shoulder stuff he does — where he brings on some of his rock star clients like Betty Rocker — it's just fabulous, and just having that kind of insight and seeing how you can take advantage of some of the free tools out there to make your posts, and to make your lead magnets and tracking pixels just really explode into getting more leads down your pipeline.»

This is still a long time and one of my initial concerns about the service from this experience was how long would it take for me to get an advisor on the phone if I became a client.

Koos Timmermans, CFO of ING, winner of our first Best Bank In The World award, speaks with Global Finance Magazine editor Andrea Fiano about how his bank succeeded in establishing a global footprint by following its clients, and the lesson that ING took from fintechs: focus on the user experience.

We know how to play off of everyone's strengths and ensure our clients are fully serviced based on their needs and objectives by those who can best take on that role.

Taking on a ton of clients is great, but it's important to juggle multiple freelance projects in a professional way so that things don't fall through the cracks.

We take on each logo design project very uniquely and then execute and deliver a product that our clients love, after a brainstorming analysis of your company's ideas and plans.

Clients in our separately managed accounts are responsible for all tax liabilities arising from transactions in their accounts, for the adequacy and accuracy of any positions taken on tax returns, for the actual filing of tax returns, and for the remittance of tax payments to taxing authorities.

We own the prospect relationships, taking on the persona of our clients.

The downside to running the Bitcoin client is that with the current size of the blockchain it can take as long as 24 hours to download (depending on the speed of your internet connection).

Everyday, CMIT Solutions meets with clients seeking our services, and we see the pain on the faces of business owners and management when productivity inhibitors take over.

As a result, Eric Hatfield, from RIA Hatfield Insurance and Financial Services in Sherman Oaks, California, said his firm now will not adapt the paperwork that its outside law firm had drafted to be used when the DOL rule takes effect but will continue to work on behalf of the best interests of its clients as always.

But panelist Daniel Greenhaus, chief global strategist at institutional trading brokerage BTIG, who makes appearances on Bloomberg TV and works with clients in the hedge fund world, said that hedgies take a longer view and avoid the noise in the blogosphere: «If you talk to George Soros, all he wants is the big picture view of QE tapering: «When will the Fed stop buying back bonds?

Major banks took notice, with three of the biggest saying they will either limit or not allow their clients access to the futures when trading begins next week on the Chicago Board Options Exchange.

Our team creates a peace of mind experience for our clients so they can focus on the important things in their life while we take care of any hassles associated with their rental property portfolio.

Depending on what type of services you provide and how many clients you take on, you can work part - time or full - time during the day, while still being able to watch children or take care of the house.

Clients want advisors «to grasp the broader (technology) trends, zero in on what matters most, and take a more holistic approach to help them at every level achieve their long - term financial goals,» said Mitchell H. Caplan, CEO of Jefferson National.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.