Sentences with phrase «of meeting with a client»

I wore this for a day I thought I had a handful of meetings with clients, but turns out I could've dressed like a pile of shit like I love to do since I ended up having zero meetings.

During a typical planning engagement, about one - third of the adviser's time commitment consists of meeting with a client in their home.

Create weekly schedules of meeting with clients for job development sessions and attending interviews

A functional analyst is an individual who is responsible for conducting a series of meetings with the clients in order to know the system requirements of the client by probing them.

Trained and educated Office Space Planner capable of meeting with clients and delivering designs based on their needs and wishes.

Developed a rotating schedule of meetings with every client that helped to add new contacts to the company profile.

Not exact matches

While this may not work for chance encounters, it's crucial when a first meeting is planned ahead of time, such as a job interview or a consultation with a potential client.

Unfortunately his opinions aren't met with enthusiasm from his superiors and after dishonorably being stripped of his high earning clients and elite status within the agency Jerry steps out into the sports business armed with only one volatile client and the only person with belief in his abilities with the impossible task of rebuilding what he once had.

I remember an initial meeting with what became one of my best clients.

For any small business, trade shows can provide an effective means of spreading brand awareness, getting your product out in front of a target audience and meeting with current or potential clients.

We've had clients say «we went with you because we got to kind of meet everybody before we even walked in the door.»

When I founded my business and started attending networking events and meeting with prospective clients, I began experiencing pangs of self doubt.

Chances are you've got meetings with important clients, investors and other individuals who are certainly deserving of your time.

Give the Millennial more of a chance to meet the creative side of the company, with clients or get a better understanding of the goals that the new hire is trying to achieve and how best to achieve them.

According to Nick Hedges, president and CEO of sales acceleration software company Velocify, collaborative technology has evolved to the point where sales reps can serve clients well without ever having to meet with them in person.

Rather, when clients looked at their agenda and saw that they had a meeting with the Wexley School for Girls, McAllister wanted them to get excited and to know that it would be the best part of their day.

«I schedule time outside the office, whether it's to meet with a new potential partner, a chat over lunch with an old client, or an out - of - town industry convention for a few days.

The platform tracks emails and presentations to see how recipients interact with them, and pulls a person's calendar into email so he or she can offer a client a handful of meeting times instead of going back and forth trying to nail down a slot that works for both parties.

Raygorodskaya often took trains and buses across the Northeast to meet with her clients, but there wasn't a single website where you could figure out the cheapest and most efficient routes using different modes of transportation, and then purchase the corresponding tickets.

«I've been working with clients to cut back meetings to 50 percent or less of their workweek.»

I always feel that it is important to disclose risks within the first 30 minutes of a meeting with a potential or existing client.

Wong suggested one of his clients do away with early - morning meetings.

The association with the show even helped smooth talks with a group of big - ticket clients, helping to break the ice during an initial meeting.

At the top of the sales funnel, after a lead is qualified, a grade of «D» designates that a salesperson has met with the would - be client, thinks there's a good match, and has ascertained that a budget exists.

Clients who have become friends tell countless tales of meeting him at the end of one of his 12 - hour seminar days — Robbins exhausted from giving out as much energy as a nuclear power plant to a room of thousands of acolytes — because he wanted to help with a project or problem, even at 2 a.m. «The secret sauce with Tony is that he recognizes that he's not in the transaction business,» says Guber.

Independent sales reps of related products mention Laser Vision's name to their physician clients and get them to block out time to meet with a full - time Laser Vision salesperson.

«For example, if you work in sales and meet with a lot of clients in the office then working from home may not be best for you,» she tells CNBC Make It.

As the CEO of Alteon WebSystems, a Silicon Valley data - networking company that was poised to go public, he spent months on the road meeting with business partners and wooing clients.

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:

«Because we meet with the executives about their goals, we're in the perfect spot to match the client need with services that a partner of ours might be offering,» says Gordon, who estimates referral fees made up 10 % of her 2000 revenues.

My former client (disclosure: I stopped working with them as of December last year) Wayfare also received genuine interest from the press through the idea that we, as human beings, occasionally want to meet people from all over the world.

We talked about what's at risk with the relentless pursuit of perfection using a recent example of how they described preparing for a client meeting.

Sometimes Trunk was asked by clients to leave meeting rooms because they didn't know she was a partner, and they made assumptions about the kind of relationship she had with her colleague.

As Cooper sees it, «You can work out of your garage until the cows come home, but if you want to start meeting with clients and portray yourself and your image through your physical environment, it's more effective than a shared space.»

But Toronto - based basketball agent Bernie Lee was on the flight, traveling to China to meet with clients, and told me it was one of the craziest scenes he'd ever witnessed.

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.

Most importantly, we already have a 10 + year proven track record of maintaining the trusted advisor level relationship with our clients and helping them to meet regulatory compliance requirements.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

Accountability should be measured on the basis of tangible industrial values, e.g., business viability 3 years after CICP purchase, along with demonstrated success in meeting client (government agency) needs.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

«The combination of technical sessions and forward - looking speakers will provide financial planning professionals with the tools and insights they need to continue to meet their client's needs in the highest professional manner.»

We also know that relying solely on link building to meet client web marketing objectives is not nearly as effective short and long term, as a holistic program of matching the right media assets with the appropriate promotional channels.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

I recently met with Rick to discuss how to help one of my clients promote their social media sites and increase traffic to their website.

We have already met with Sandy in person and feel confident that our goals remain aligned, and that the new ownership structure won't impede Edinburgh's ability to continue providing diligent, insightful management of our clients» international equities.

I don't attend many of these industry events, but it is fun to attend them occasionally, as I got to meet with a few Saber Capital clients who live in the NYC / NJ / Philly area as well as other -LSB-...]

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

Instead of putting up ads on freelance sites and hoping to find work (like every other freelancer), you aggressively seek out your target customers by going to conferences and getting coffee meetings with dozens of founders, just to land 1 client at a time.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.