Sentences with phrase «of following a client»

Michael Rutili is drawn to private client because of «the privilege of following a client's business and family right from very humble beginnings, towards becoming a success story».

Not exact matches

The last time you asked your assistant to make a dinner reservation for you and a client, when you recently dropped off your dry cleaning and asked for extra starch in the collars, when a client was delayed sending in payment and you had to follow up, did you say, «please» as part of your communication?

Let's assume you agree to follow up with a client on a particular matter on the 10th of next month.

«The client fills it out with their doctor, and when the doctor signs it, it becomes a doctor's standing order,» she said — it becomes part of the patient's medical record, and medical professionals are bound to follow it.

Due to our ongoing monthly work, I requested that the amount be taken out of what the client would owe for the following month.

In the years following the placement of the additional coverages, the client had several employment - related lawsuits filed against the company, all of which proved baseless.

Sallie Mullins Thompson, CPA, offered some additional questions, such as asking whether a complete data - gathering process was conducted; whether a holistic, goal - oriented plan has been implemented to meet client objectives; if there's a monitoring mechanism in place; whether the tax impact of the plan has been evaluated and explained; and whether there is regular follow - up to meetings and reports.

Whether it's understanding the types of emails clients are responding to, how reps are handling follow - up calls or what issues prospects care most about, the tool gives sales professionals real insights they can use to pivot on - the - fly.

One Northwood client, who asked that his name be withheld, says that following the sale of his transportation business in 2003 for between $ 25 million to $ 50 million, he was surprised how complex and time - consuming managing his new wealth was.

LOCAL advertising and marketing company JMG has set its sights on attracting big blue - chip clients on to its books following a strategic realignment of the business.

The most jittery part of the business world following this result was the financial sector, with a number of Wall Street banks sending around memos to reassure staff who, in turn, you'd imagine will seek to reassure nervous clients.

Rose - Martel put out a report in January predicting Gildan would do well in the new era of tougher Chinese competition, and she made some money for the clients who followed her advice.

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].»

«One of the most important steps to starting a business (or following your purpose) is to get into the mindset of success,» says Monisha Chandanani, an intuitive leadership coach for entrepreneurs and executives, with a client list that includes Twitter, Airbnb and Google.

«Selection of the client would be based on their locale — we don't want Inchant breweries five miles down the road from each other — and, most importantly, their commitment to following the Inchant ethos.»

«There's this organic tech following where we're not just a car company, we're more than that, and a lot of our people who follow us as a tech company are also enthusiasts of cars and clients of ours,» Canton said.

Mellon's decision to cut its master trust clients follows an earlier move to transfer administration of the master trust interstate.

For bargaining power, Lowe stressed the benefits of his occupancy: He already had a loyal following of high - caliber clients; he would give the building a clean, polished, updated look; and the landlord would incur costs if the building sat vacant for too long.

«A lower share price begets a lower share price,» analyst Adam Jonas of Morgan Stanley mused in a Wednesday note to clients, following news a day earlier about the ratings agency.

The Stacey Harris is a powerhouse online entrepreneur helping her clients reach rock star status with communities full of raving fans who follow them anywhere.

Following a wild day of proceedings as part of a criminal investigation into Cohen — including the revelation that Fox News host Sean Hannity had been a client of Cohen's — Avenatti said none of the lawyer's associates are safe.

I'll usually follow up a maximum of 3 times with a potential client before I simply state that I'll take a step back and let them control the situation.

You can hire a virtual assistant for just an hour or two a day to check customer - service emails, follow your process of welcoming new clients and issue invoices.

We follow many of our clients as they come in the door, and then every once in a while, we retweet their tweets.

Following his own advice, Buffett returned to Omaha, Neb., as a stockbroker and enrolled in a Dale Carnegie public speaking course so he could better communicate with clients, who would prove to be the lifeblood of his early success.

The following provisions may be of particular interest to your clients.

When you don't have recurring clients, make sure that you either bill weekly or immediately following the completion of a job.

The denial comes after a prior claim made by an executive of the U.S. technology giant following a client complaint in March.

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.

«This morning, following the re-opening, we were notified of a deed by the court of Florence requesting the immediate closure of BitGrail and this situation will persist until a decision is made by the courts, about the precautionary suspension request made by the Bonelli law office on behalf of a client.»

I followed the google guides and I either got lots of clicks and no clients (good for google) or fewer impressions and clicks, then google seemed to magically raise the bids.

First released via an open - source client on GitHub on October 7, 2011, followed by the Litecoin Network live launch five days later, it was one of the very first cryptocurrencies to be introduced after the Bitcoin network debuted on 3 January, 2009.

To formalize our conduct governing the collection, use and disclosure of our clients» personal information, we have adopted the following Privacy Principles (the «Principles») that will enable us to comply with the legislation passed by both the provincial and federal governments.

- 00:33:50 How more COI / SOI prospects are using home valuation tool after receiving market reports - 00:34:38 Lisa shares how she works her past clients - 00:34:44 Lisa shares postcard farming - 00:39:00 Lisa shares how she streamlines her follow - up process by using one CRM - 00:39:28 Lisa and Jeff share how to keep a positive mindset - 00:43:37 Lisa shares the importance of role - playing - 00:45:10 Lisa shares the positive affirmations that work well for her and her team - 00:46:04 Jeff defines a positive affirmation and what that means for an agent - 00:48:21 Lisa shares how she became confident during her first year of business and how the business became scalable - 00:50:37 Lisa shares an example of the type of postcards she sends out - 00:52:51 Lisa talks about how the market reports are created - 00:55:35 Lisa shares her tips on hiring ISAs - 00:58:10 Lisa talks about how many agents she has now and when she knows to add another agent

Data Mining — Data mining refers to the email sales follow - up, adding opt - in forms in websites, produce additional websites, or simply building a list of your prospective clients.

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.

«One of the most contrarian calls we have made this year is that US profit repatriation flows following the recent tax reform will be bullish for the USD,» the analysts wrote in a note to clients Thursday.

He specialises in the management of big social media accounts from clients all around the world with followings from as little as 500 people to 50,000.

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

I'm going to spend the rest of this post showing you a simple three - step process that you can follow to turn scores of your existing LinkedIn connections into paying clients.

One of the biggest mistakes prospectors make is failing to secure a particular date and time for the follow - up call which should be done towards the end of the cold call once you've established the trust and the interest of your potential client or business associate.

As you grow your following and reputation, you'll build a referral network of happy clients who can help to refer you future business.

Today I had the pleasure of moderating a panel on social selling with the following gentlemen, who each run social selling or employee advocacy programs, either at their brands, or in support of their clients:

«While it will no doubt be concerned about these weak readings, after the «surprise» cut of May 3 we do not see a follow - up cut tomorrow or next month,» Ms Beacher said in a note to clients.

If data continue to reflect a weak US economy, expectations of an eventual Fed tightening will be pushed further out in time, the firm said in a note to clients following the FOMC's announcement.

Refund / Cancellation Policy: In case a Client has paid or deposited money with the Company with respect to the services offered by the Company through the website, the Company reserves the right to refund / send back to the Client any amounts received in any of the following events: (a) Upon the Client's request, and subject to the Client's balance with the Company and subject to the Client being KYC compliant.

The following week, clients were sent an updated 1098 statement with a cover letter explaining why homeowners were receiving the document, according to Nicole Beattie, Quicken Loans Vice President of Mortgage Servicing.

Marc Mawhinney, host of the popular podcast «Natural Born Coaches», has created an easy - to - follow, affordable program that helps coaches get those important first clients.

As all of our clients know and those that follow us religiously on our blog and on this newsletter, I've been bearish on gold and silver now for nearly the entire year to date.

The following management bios outline the key personnel who will oversee the delivery of our clients» needs: