Sentences with phrase «other advisors encourage»

While some financial advisors adamantly advise you against more debt, other advisors encourage the use of «good debt» through investing.

Not exact matches

Nothing in this content should be considered to be legal or tax advice and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.

During a private breakfast meeting at Gracie Mansion, de Blasio, his top attorneys and a senior advisor encouraged a group of lawyers to work with the city on a pro-bono basis, provide internships and other mentoring opportunities to low - income high school students and assist in the bid to win the 2016 Democratic National Convention.

Ideally Gates will encourage the creation of the endowment, to which he and other billionaires, including some signers of his Giving Pledge, could donate while serving as valued advisors.

We also encourage attendance by other family members and / or professional advisors who may be assisting the borrower.

Financial advisors are encouraged to visit Franklin Templeton's Retirement Center, which includes interactive features, timely content and other helpful resources for those serving employers and plan sponsors as well as individual investors.

Obviously, paying less tax on a settlement will make it more attractive under the new tax reform, but we expect the other elements mentioned to also encourage policy owners and their advisors to actively consider life settlement options.

We encourage you to discuss these and other potential avenues for legacy gifts with your financial and / or estate planning advisor.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Social Worker — Duties & Responsibilities Successfully serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial advisor

I provide legal and other relevant information to help clients make their own informed decisions, not agreeing to anything until they are ready, and encourage each to consult his / her own lawyer or other advisor, if any.