Full Disclosure - I have no relationship with any of the mortgage brokers I work with aside
of referring clients to them.
For fear of losing business, some lawyers are wary
of referring clients to other attorneys, even if they have expertise in a particular area, such as tax law.
In this case, instead
of referring my client to lawyers, or pestering my colleagues for help, I decided to see if I first could find some answers myself, through research, and assistance from duty counsel or counter staff at the courthouse.
Not exact matches
Despite not doing traditional business development in the form
of cold calling, Mark, in fact, monetizes his business through what he
refers to as «authority,» or being viewed as an industry expert through his own blog and social media content which he says creates an emotional connection with potential
clients.
While it seemed silly at the beginning for three
of us
to refer to a project by a control code instead
of by the
client name, this early convention saved us much heartache later, when we were 30 people running 25 projects with five or six
of those projects being for the same
client.
Nevertheless, it's «part
of their fiduciary responsibility»
to put their
clients» interests first, and «this has
to change,» Bogle said,
referring to his book The Clash
of the Cultures and a chapter entitled «The Silence
of the Funds.»
For those who aren't directly involved with
clients, there are other ways
to enhance salary: They earn a commission when they
refer an employee
to the company — which accrues every year that hire stays — or take a share
of the fees when they
refer clients.
In my own business, as an example, I receive backwards commissions from a handful
of vendors I generally promote and directly
refer clients to.
The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals
to recognize when their older patients and
clients may be vulnerable
to or victims
of financial abuse, particularly those patients with mild cognitive impairment, and then
to refer these at - risk patients
to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.
I have many writers
to thank for helping me grow my career; three worth mentioning are Shane Snow
of Contently who gave me the confidence
to work with my first paying
client, and Ritika Puri and Brian Honigman who frequently
refer quality
clients and projects my way.
«When Deutsch presented a Super Bowl concept within the «Live Mas» framework, our extended
client and agency team got
to work,» said Draft,
referring to an Interpublic team that consists
of shops Amusement Park, Deutsch, Martin Agency and Weber Shandwick, which is led by DraftFCB
to work on select projects.
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.
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.
There are a couple
of ways
to do this, but first you need
to make sure your
client understands the inherent «value»
of a link — namely, that every link passes authority based on the authority
of its source (and its context), and that it also includes the potential
to refer external traffic inward.
As you grow your following and reputation, you'll build a referral network
of happy
clients who can help
to refer you future business.
On top
of that, we'll make sure your
clients get the best pricing possible
to make you look good for
referring them.
Even if you want big groups, you may have
to accept a series
of small
clients before your sources
refer a big group.
To equate this into a real - world example, let's say that a client you refer to a factoring lender factors around $ 500,000 of accounts receivables per mont
To equate this into a real - world example, let's say that a
client you
refer to a factoring lender factors around $ 500,000 of accounts receivables per mont
to a factoring lender factors around $ 500,000
of accounts receivables per month.
RIAs are eligible
to participate in the Program if they represent
to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services
to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum
of $ 350,000,000 in total regulatory assets under management, as reported in response
to Item 5 in Part 1A
of the RIA's Form ADV, throughout the duration
of RIA's participation in the Program; (5) RIA and all associated persons
of the RIA who manage
client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum
of two principals or officers as well as a minimum
of five employees.
Citigroup Global Markets Limited, which is authorised by the Prudential Regulation Authority and regulated in the UK by the Financial Conduct Authority and the Prudential Regulation Authority in the United Kingdom, is acting for Shire and no one else in connection with the matters described in this announcement and shall not be responsible
to anyone other than Shire for providing the protections afforded
to clients of Citigroup Global Markets Limited, or for giving advice in connection with the matters described in this announcement or any matter
referred to therein.
«We also want
to assist our existing database
of clients in expanding their network and for them
to have the confidence and guarantee that we will only
refer them
to international locations with the same outstanding service that we provide for them here.»
In this context, the «capture rate»
refers to the percentage or proportion
of the real estate brokerage's
clients (who used mortgage loans) that it «successfully steered
to Prospect each month.»
The centers were designed for several purposes:
to admit emergency patients and help them for a brief period, discharging them if improved and sending them
to hospitals if extended care was called for;
to provide out - patient treatment
to individuals and families;
to serve as a coordinating or focal channel for many kinds
of problems,
referring clients to other agencies when indicated; and above all
to take mental health services into the community more and more.
Yet the clergy
refer only 33 percent
of such severe cases
to mental health facilities, whereas general practitioners
refer 88 percent
of such
clients.
We like
to refer to Rosenstein & Associates as being «The Temecula Law Firm» and that our
clients can rely on us
to help in the formation
of a new business, help manage the legal needs
of an existing business, including when necessary business & corporate litigation; ongoing transactional matters (more commonly
referred to as contractual matters); assisting with the filing
of copyrights and trademarks; assistance with real estate transactions, assistance with tax audits, tax litigation, and when necessary with business reorganization, including filing a Chapter 11 or a business Chapter 7 under the U.S. Bankruptcy Code.
(The CAPPA CLE ® does not prescribe, treat, nor diagnose breastfeeding related conditions and is trained
to refer clients facing circumstances that require this degree
of intervention
to a qualified professional, such as an IBCLC.
Realizing the
client had not invested in a mutually respectful relationship and that we were now, in fact, victims
of a hostile situation, we
referred them
to their previous obstetrician.
Anytime a Certified Lactation Counselor is beyond her realm
of training regarding any issues a
client may be having, she is required
to refer up
to an IBCLC for more extensive support for the
client.
All
of my birth
clients in south Florida need
to have prenatal and post partum resources, and I want
to be able
to refer them
to women who are amazing at what they do.
Note from Renee: I
refer most
of my local
clients to Dr. Chenelle Roberts for tongue and / or lip tie releases.
However, since it does work; is a complementary practice
to childbirth education; lowers rates
of medical intervention; reduces the length
of labor; and reduces the likely hood
of prematurity, shouldn't we consider
referring our
clients to a prenatal yoga class?
Program graduates will have a great breadth
of foundational knowledge and skills
to provide
clients with better care and
to refer them
to additional resources and / or the appropriate health care provider.
In the US if a bank has difficulty meeting the demands
of one
of their
client hospitals they are able
to refer them
to another non-profit milk bank, but this doesn't happen very often.
They provide a wealth
of information, nonjudgmental counseling, and emotional and logistical support — and are always happy
to refer clients who may need outside services.
The founders
of a Manhattan law firm that paid Silver millions
of dollars testified that they never expected the speaker
to leverage his powerful position in the Assembly
to refer clients.
Mr. Silver stands accused
of two schemes in which Mr. Bharara alleges he used his position as Assembly speaker
to rake in more than $ 6 million, which he presented as legitimately earned income for representing or
referring clients in real estate or asbestos legal dealings.
He said that he did not know the former speaker intended
to refer asbestos - related cases
to the firm, nor was he aware that Silver was directing state research funds
to the same doctor, Robert Taub, the former director
of the Columbia University Mesothelioma Center, who was allegedly directing
clients to the firm.
Dec. 29, 2014: The Times reports that federal investigators are probing Silver over payments he received for
referring real estate
clients to the tax certiorari law firm
of Goldberg & Iryami.
In another, Silver stood accused
of receiving secret legal fees from another law firm after he
referred two real - estate developers
to it as
clients.
The agreement would also require lawmakers
to disclose details
of their outside income, including the names
of legal
clients who they've
referred to law firms for a fee.
We ask for more clarity about the additional compliance obligations that a UK firm would have
to meet when
referring a
client to an adviser located outside the UK, in order
to protect itself from the risk
of a criminal prosecution.
The U.S. attorney also charges that Sen. Skelos was paid $ 2.6 million by the law firm,
of which he was «
of counsel,» but did not perform any actual work for them — paid for
referring clients to the firm who had business before the state, and meeting with law firm
clients «including about legislative matters.»
The scheme provided SILVER with two different streams
of unlawful income: (i) approximately $ 700,000 in kickbacks SILVER received by steering two real estate developers with business before the state legislature
to a law firm with which he was associated, and (ii) more than $ 3 million in asbestos
client referral fees SILVER received by, among other official acts, awarding $ 500,000 in state grants
to a university research center
of a physician who
referred patients made ill by asbestos
to SILVER at Weitz & Luxenberg.
Also, the majority
of the more than 100
clients he
referred to the Weitz & Luxenberg for asbestos litigation, not personal injury.
The prosecution alleges that Mr. Silver steered state grants
to mesothelioma research
to Columbia University and New York Presbyterian Hospital in exchange for a doctor there, Dr. Robert Taub,
referring patients
to a law firm that sues on behalf
of such patients, Weitz & Luxenberg, where Mr. Silver was
of counsel and received lucrative payments for
referring clients with asbestos cases.
The letter read in part, «We act as solicitors
to the family
of Mr. Moruf Ajao, hereinafter
referred to as our
client and on whose behalf we write this letter.
Authorities said more than $ 3 million
of that was obtained in «asbestos
client referral fees Silver received by, among other official acts, awarding $ 500,000 in state grants
to a university research center
of a physician who
referred patients made ill by asbestos
to Silver at Weitz & Luxenberg.»
Prosecutors have accused him
of running two separate schemes, steering real estate developers
to a law firm that paid him kickbacks, and funneling state grants
to a doctor who
referred asbestos claims
to a second law firm that employed Mr. Silver and paid him fees for
referring clients.
Silver allegedly received millions
of dollars in referral fees from Weitz & Luxenberg, and was credited with
referring more than 100
clients, many
of whom were
referred for asbestos cases, according
to the complaint.
Howe, 57, a cooperating witness on his first day on the stand in Manhattan federal court, laid out how he came
to be the linchpin
of an alleged scheme by two
clients to pay more than $ 300,000 in bribes
to Percoco —
referred to by them in code as «zitti» —
to buy influence for an energy company and a Syracuse developer.