Sentences with phrase «older clients in»

That dovetails with another finding — that well over half (65 percent) of advisors believe «retirement income distribution planning» will be the biggest goal for 50 - and 60 - year - old clients in the next five years.

In a rendition of «We'll Meet Again,» a song originally recorded by Vera Lynn in 1939 and covered by Johnny Cash in 2002, the agency bid farewell to one of their oldest clients in spectacular fashion.

Not exact matches

The 5 - year - old, award - winning company has found that face - to - face interaction with clients and the flow of staff between satellite offices in Montreal and Calgary are key to its growth and success.

As 352 Inc. continued down this path, it found itself turning away potential new clients — in addition to losing some old ones — that couldn't move fast enough without several layers of approval.

Another salvo came in early February, when the U.S. Department of Justice indicted Switzerland's oldest bank, Wegelin, for conspiring to hide more than $ 1.2 - billion owed to the Internal Revenue Service by American clients.

Korn told clients that while the global steel industry remains China - dominated, mills are expanding in the U.S. while the Chinese shutter «old, outdated» capacity.

I know this not only from personal conversations with my fellow fossils, but also through a discussion with an accountant recently in which he told me that the number one reason most of his older clients haven't retired yet is because they are afraid to before they are eligible for Medicare.

In reality, some clients still like to communicate via the old - fashioned technologies known as the telephone or (gasp) in - person meetingIn reality, some clients still like to communicate via the old - fashioned technologies known as the telephone or (gasp) in - person meetingin - person meetings.

The nine - year - old company — a joint venture between Mississauga - based Mainline Elevators and DMG sPa, an Italian firm — has seen its client base of elevator contractors expand throughout North America, a market that contains about one million elevators in need of refurbishing.

Case in point: Glamsquad, a year - old startup that sends freelance hair and makeup artists to a client's location.

Freedom Fidelity's fee structure also violated a decades - old consumer protection statute in Washington state, where the company served hundreds of clients.

«Even today, I met with an old client to pick her brain on issues she faces and dig for problems we might have in our model.

Before you know it, you'll find that making this kind of investment in old - fashioned customer service will pay off big time in terms of landing new clients and boosting your bottom line.

For Craig Buckstein, COO and partner of Geneva Worldwide, a 106 - year - old company in New York and No. 2757 on the Inc. 5000, helping clients bridge the communication gap in person, over the phone or through documents is the reason his company is so successful.

You never know who you will see or sit next to on the plane; you may be embarrassed to be wearing ratty sweatpants and an old T - shirt as you run into a client in the lobby of the hotel.

Also, with cloud - based ticketing systems, clients can access and manage the ticketing back - end in a much simpler and easier fashion than the older terminal based systems - now anyone with a mobile smartphone can become a ticketing POS.»

As it happens, Jackson is home base to C Spire, a 26 - year - old telecommunications powerhouse that has grown into the largest privately held mobile service provider in the U.S. Jackson is also the place where bnotions, a growth - oriented Toronto software developer, scored its first really crucial export client, with a customer loyalty mobile app that quickly delivered the goods.

In other jurisdictions, common law negligence applies, so advisors in other states may still be required to report suspicious financial activity they witness among their older clientIn other jurisdictions, common law negligence applies, so advisors in other states may still be required to report suspicious financial activity they witness among their older clientin other states may still be required to report suspicious financial activity they witness among their older clients.

The program, geared primarily for the 20 - and 30 - year - old offspring of wealthy clients, is designed to educate young adults on their role and responsibility in the wealth transfer process via trusts and family partnerships.

As the new senior director for client services at Loyalty One, a Toronto marketing firm specializing in rewards programs, 37 - year - old Marshall Warkentin is the company's point of contact with clients.

I spoke with many clients and their employees and thought it was so sad so many 50 + year olds didn't even have $ 70K or $ 80K in their 401 (k) plans; these were also employees who were making decent money - $ 60K + / year.

So the firm let these employees go, replacing them with older advisers who were willing to sit down, look clients in the eye, and discuss matters face to face.

In most marketing situations this helps the client break out of the age - old train of industry thought, and look at the problem from an out of the box mindset.

But, too many companies forget about these customers and focus on bringing in new clients, expecting the old ones to stick around.

In addition to their legacy iGaming clients, Barber confirmed that CoinPoint receives a number of queries and brings on clients from some of the major «old - fashioned» industries.

«We expect Netflix EPS for 2016 to be roughly flat with 2015, notwithstanding a revenue windfall from higher pricing of approximately $ 500 million next year (from price increases to $ 9.99 from $ 7.99 on old customers in May),» Pachter wrote in a note to clients.

Delrahim's other, older clients included AT&T, which he represented as a lobbyist in 2007 and 2008, federal records show.

But the 47 - year - old mutual fund known as much for its ties to billionaire Warren Buffett as for its uncanny stock picks that created massive wealth for clients — retirement funds, pension funds, university endowments and regular - Joe investors — has had to descend from its lofty perch in the past two years and rescue its good name.

In return, those advisers would agree not to solicit other clients from their old shop to join their new firm unless it was compensated for the loss of business.

In addition to the financial benefits, many older workers find that a job can add valuable structure to their day and provide the mental stimulation that comes from interacting with co-workers, clients, and other work associates.

As the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investments.

Secondly, older women clients may have lower confidence in their financial skills in general.

Read the piece on her in New York Mag and tell me you're not rooting for her new eponymous firm, which also aims to go old school, with clients who will actually pay for her research and execute trades with her shop.

After all, more than half the advisors had noticed their older clients» concern about outliving savings, and more than half had predicted that retirement distribution planning will be their older clients» main goal in five years.

One question was seldom in the foreground: What had become of the old counsellors» dictum that «about half the practice of a decent lawyer consists in telling would - be clients that they are damned fools and should stop»?

My five - year - old patients in particular, wheezing after family fights, obviously need the more sophisticated grasp of orgasm which Dr. Perls apparently provided to his clients.

Founders Dan Dart and Alan Plaisted started with one client, to which they made deliveries in an old station wagon.

Russell Heffner insists his parents» «old — fashioned values of hard work and determination» enabled the operation to become a full - service supplier of beef, pork and poultry products to customers in retail, food service and the military, as well as private - label clients.

Here is a recent client: «A year ago June my then 38 year old husband was in a health crisis.

It explores four key trends in detail — from Digital, with its contrast of digital and analogue technologies, to the visual detail and proximity within Pause — there is something for brands and clients new and old.

That fear gets exponentially higher the older the free agent gets, so an agent for a 36 - year - old might as well show all of his client's highlights in double speed over calliope music.

The Italian outlet quote the 24 - year - old's agent, who reveals that he is in talks with Premier League clubs over the possibility of signing his client in the summer:

Man United are said to be closing in on a deal to sign Strootman, who's representatives have privately told the Premier League side that their client is very keen to complete a deal to move to Old Trafford.

However, the 28 - year - old may soon be on his way, at least according to Raiola, who has acknowledged — in discussion with RMC [via Le 10 Sport]-- that there have been offers for his client, who is out of contract this summer.

Gotze was only a sub in many games this season, but notably against Barcelona and his old club Dortmund in a Cup semi-final, and this is the reason why Struth is unhappy for his client: «Of course he was disappointed and that did bother him,» Struth continued.

First of all we had a report by Squawka.com in which his agent Mino Raiola talked up his clients wish to sign for our Premier League rivals Manchester United without mentioning Arsenal at all, although this could conceivably be because it was the Old Trafford club that was trying to sign him rather than Arsene Wenger.

The 27 - year - old creative midfielder has been heavily linked with a move away from the Signal Iduna Park and his agent Mino Raiola has certainly fuelled speculation about his client's future in recent weeks.

But Arsenal have been handed a massive blow in their pursuit of the 21 - years old striker, with Mitrovic's agent publicly making it clear that his client will snub a move to the Premier League for the Bundesliga this summer.

Embed from Getty Images The 24 - year - old's transfer has been edging closer throughout the week, but in a bid to end speculation Ali Bulut confirmed his client is happy with the terms offered by the...

Jorginho's agent Joao Santos has previously discussed a move to Old Trafford for his client but joked he would not like the wet weather in Manchester.