Sentences with phrase «on planning client»

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

Not exact matches

If all goes according to plan, the team will begin distributing its batteries, which come stacked on racks inside a 40 - foot shipping container, to three pilot clients by next year.

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:

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.

Together, we're working on a plan that will help them speak to these customer groups in a manner that draws them closer to my client.

She started planning Decorilla, an online interior design platform that helps clients create curated 3D and VR spaces, on a simple Word document.

«They can neglect to invest in deep and thorough account planning to truly understand how their client's customers feel about the category and the brand,» Travis said in a recent interview on docurated.com.

A client asked if he could put the district's emergency response plan on the school website, so he did.

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.

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.

«For instance, a client who was looking to repair his credit score was planning on charging as close to his limit each month as possible,» he said.

«We didn't plan on writing today,» the high - profile money manger noted, «but are doing so to be sure our clients and readers and especially the 300 worldwide journalists on our [distribution] list see the action just taken by the Treasury Department under Secretary Geithner.»

His company will also offer private equity securities, giving clients a chance to invest in companies not listed on any exchange, something Lee - Chin became convinced was necessary over the three years he had to plan his return.

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.

«We expect EBAY to start intermediating its own payments (pulling away from PayPal) in»18 as management stated on its 4Q: 17 conference call, with a planned full transition in mid-2020,» Morgan Stanley analyst Brian Nowak said in a note to clients.

In a note to clients, Lindsey says he is betting on Hassett and believes in the kick the tax reform plan can have on the economy if passed.

«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.

Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.

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.

I can't tell you how many times I've met with clients who had planned on working several more years but decided to retire early because they couldn't stand their new bosses.

If you're simply planning on taking a project to please a client, but you know that it's going to hurt your output on other assignments, and you know you're going to wake up every morning uneasy until the project has passed, then this is probably a very good time to say no.

When clients are on trips planned by Zebrano, her staff calls ahead to hotels and service providers to ensure arrangements are in place.

The open - plan space is grouped into «neighbourhoods» where teams working on the company's BigPark live gaming apps, MSN service, OneNote web client, Skype for Business and Visual Studio spend their days.

Not only does the company provide prescription drug plans to businesses nationwide, but it does so on a transparent fee basis — every client knows exactly where his or her money goes.

Commenting on PwC's tax planning business, a spokesperson said: «We continue to take our responsibility to building to trust in the tax system, and our obligations to clients, governments and other stakeholders, extremely seriously.

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.

JPMorgan drew up plans in 2012 to focus on middle - market banking and now has about 50 people in the investment bank dedicated to this group of clients, having hired local, senior, experienced bankers in a handful of regional centers over the past three or four years.

Its Community plan is available for free, while its Enterprise plan is, according to a Magento spokesperson, «tiered based on a client's current ecommerce business and intended to align to their growth trajectory.»

Your colleagues and clients rely on you so much that you plan to be on call during your upcoming vacation, despite your desperate need to unplug.

«With the global economy poised to accelerate, new U.S. tax legislation providing tailwinds and a leading franchise across our businesses, we are well positioned to serve our clients and make significant progress on the growth plan we outlined in September,» he added.

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

Since the DOL announced it would not delay the Fiduciary Rule on May 22, we've received several calls from anxious clients unclear about how the regulation affects their 401 (k) plan and / or fiduciary liability.

Firms also had to have a focus on financial and retirement planning; institutional clients do not make up a substantial portion of their businesses.

Mark works extensively with clients who have expanded internationally and has assisted on projects that include succession planning in multigenerational business operations.

On June 9, the Department of Labor's (DOL) Fiduciary Rule took effect and upgraded every stock broker and insurance agent with a 401 (k) client to a plan fiduciary under ERISA.

To land on the list, firms had to have a focus on financial and retirement planning for individual and high - net - worth clients.

Given the dramatic changes the proposals make to the structure and planning of professional and private corporations, it is imperative that your clients are aware of the potential changes and they seek advice on how they could be impacted.

Client feedback about feeling satisfied on one of your plans knocks this obstacle out of the way.

Nurture and evoke strategies and a plan of action based on what fits best with the client's goals, personality and vision

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

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We take on each logo design project very uniquely and then execute and deliver a product that our clients love, after a brainstorming analysis of your company's ideas and plans.

The challenge for advisors is to keep their clients on track with financial plans.

And as noted by CMO, B2B spending is also on the rise as companies look to lock down long - term relationships with high - value clients — 48 percent of organizations plan to increase their digital B2B budgets through 2017.

She worked closely with the firm's investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

«Robo - advisors can help clients with the on - boarding process of joining a retirement plan, manage their investments and rebalance their portfolios,» he said.