Sentences with phrase «of plan the client»

With a customer base of 17,000 across 1000 cities of India and a daily turnover of $ 2500 Crore, Trade Smart Online charges 0.007 % or $ 15 per executed order depending on the kind of plan the client has opted for.

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.

As a busy demand marketing agency, having a growing portfolio of clients is, of course, part of our strategic plan at Onboardly.

With some of the lowest - cost gas operations in North America, the company has a bold new plan to sell its product straight to industrial clients

Step by step, we will train on exactly how to acquire clients and customize a client's care plan to leverage each of these lucrative profit centers:

Pull your list of client companies from your database to see if there are clusters in certain cities, and plan a meetup event such as a breakfast, happy hour, or one - day training session.

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.

My clients are people that want a quality, no - nonsense company that will get the job done whether it is from planning a small and intimate event to a gala or wedding or from planning or promotion of a fundraiser to a signature launch party.

In my office chair I take breaks to read inspiring articles, to leaf through my favorite book, and it's where I take calls with clients to plan the scope and budget of upcoming projects.

So instead of hiring developers and producing software out of the gate, Smith started small, spending the first year — and just $ 75,000 — talking to potential clients and refining the business plan.

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

Says Bapty: «If a CRO is nimble and can evolve technology that can enable its clients to get a drug approved faster or to reduce the risk of a clinical study, or even save them development money in the long run, that company will find it has a long - term business plan.»

When I told some of my clients about my new plans for the course, most of the people were excited.

A mega-wedding planner talks about wrangling elephants, turning down clients and the value of having a backup plan.

Prior to launching YGC, Dorsainvil advised clients across generations in the areas of retirement planning, estate planning, education planning and strategic tax planning.

Perth - based Swick Mining Services says it made a number of redundancies to minimise costs during the March quarter and plans to make an impairment adjustment at year's end, despite an increase in demand for underground drilling from its existing clients.

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.

When my clients ask about the core of their marketing plan, I always end up explaining content marketing.

According to Ian Lurie, founder and CEO of SEO consulting firm Portent, «A good consultant spends the time to plan out a successful project with their client.»

«The larger exemption provides a lot of planning opportunities for people who own businesses or other assets that they expect to go up in value,» said Michelle Canerday, head of the private client group in Chicago for law firm Nixon Peabody.

In the fall of 2013, Vigorate finally made the decision to head north, relocating its Barcelona office to London where it could work on a plan to carve out a client base with the U.K. soccer clubs.

It's hard to believe that providers of 401 (k) plans were allowed to create a product where the employees of their clients never really understood what fees they were paying.

Underpinning Bravo's depiction of the power dynamics between a boss and her underlings (played out in the open floor plan of a cramped SoHo loft), are the very real problems of a working business: What to do if your client doesn't pay, how to deliver on a tight budget, and even what if your assistant ordered more printer paper than toilet paper.

If you are planning to share your slides with partners, investors, colleagues or clients you must think of proper software capabilities beforehand.

Studies show two - thirds of advisors have no succession plan, but crafting one is key to ensuring peace of mind for clients and employees.

The U.K. fashion designer plans to expand her operations into the U.S., and her timing is perfect — one of her highest - profile clients is Kate Middleton, Prince William's bride - to - be.

One important variable in crafting a financial plan is the state of the client's health — and his or her attitude toward taking care of it.

Capalad said she has one client who aggressively trimmed her budget to put away more than $ 1,000 per month toward her upcoming wedding, an amount she plans to redirect afterward toward the purchase of a home.

As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their splanning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their sPlanning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

We all need to take our fiduciary responsibilities seriously, advising and planning in an effort to ensure that each of our clients will be well cared for financially.

I put that question to dozens of experienced business travelers, as well as people who make their living planning travel for clients.

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenue.

Cayenne Consulting's Hirai says that his clients generally fall into one of two categories: those intimidated by the process and those who could write the plan themselves but would prefer to spend their time on other priorities.

After all, success in consulting is largely the art of identifying a client's problems before he even knows they exist, says Mary Ann Galloway, a health care consultant in Saluda, N.C. Starting out 20 years ago, Galloway's business was designing managed - care plans.

Bera, a certified financial planner and founder of Gen Y Planning, works with clients in their 20s and 30s.

Morgan Stanley is hoping that a drastic cut in this kind of compensation will spur brokers to sell more products, such as mutual funds, loans and financial planning services, to those clients, according to several Morgan Stanley advisers.

«His academic and professional credentials span theatre, psychology, and multimedia communication, enabling us to advise clients on both content development and authentic delivery,» says Dan Bauer, CEO and founder of The MBA Exchange, which plans to offer video coaching at no extra charge to clients who pay for the firm's «comprehensive» consulting package.

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

A client of mine, ClearCompany, hosts its annual planning meeting off - site to help connect employees who work from different locales.

Analysts who spoke to Reuters on Monday said some of their investor clients want Goldman management to outline a specific plan for how the bank will make up for falling bond revenue and drive returns higher.

Here are some of the changes that accountants and planning experts are recommending clients make before the end of the year: Load up on SALT: Both the House and Senate plans call for the elimination of state and local tax deductions.

Here are some of the changes that accountants and planning experts are recommending clients make before the end of the year.

She organizes her «booking specialists» into teams of three to six who work together on planning client trips.

The company plans to aggressively upgrade its existing corporate clients to the latest line of BlackBerry 7 smartphones, and push the adoption of its Mobile Fusion platform.

Mallouk, president and CIO of Creative Planning, and Carson, CEO and founder of the Carson Group, both said they would tell Trump not to roll back regulations on the Department of Labor's fiduciary rule, which says if an advisor is working with a client on a retirement plan, they need to act in the client's best interest.

The Department of Labor passed a new rule earlier this year requiring that financial advisors who work with clients on retirement plans abide by a fiduciary standard.

Sun Life will also conduct periodic reviews of the growing body of clinical research supporting the use of medical cannabis for other conditions, and update its criteria if necessary, the company said in a document updating their client base of 22,300 plan sponsors.

As a PR company, one of our day - to - day tasks is helping to plan, write and edit possible guest articles with clients.

While everyone hopes to relax and rejoice as the year comes to a close, all too often business owners find this time of year to be a manic flurry of seasonal promotions, forward planning, and insane hours (or, for some, a far worse pause in getting paid as clients turn their attention elsewhere).