Sentences with phrase «other financial professionals using»

Took 60 % of inbound calls daily serving as advisor / coach to other financial professionals using various financial planning software platforms.

Not exact matches

You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.

First, «commission - based compensation will survive, and financial professionals will continue to serve middle - income investors using all types of existing compensation models and other innovative methods,» the Coalition states.

While «financial advisor» appears to be the title most commonly used by sales - based professionals, other firms have adopted variations that create a similar impression, states the report.

If the sales chump (er, I mean «licensed professional financial adviser») can't give you a complete and total rundown of every fee (expense, charge, penalty, cost or whatever other lame - ass euphemism he wants to use), run away and invest in a Vanguard index fund — just compare the expense ratio.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

Jared has an extensive network of Wall Street traders, hedge fund managers, and other financial professionals (though he often uses their consensus as a contrarian indicator).

Anecdotally, some financial advisers and other finance professionals have said that using Hearsay's software has helped them network — an important component of doing business.

As such, it should not be used as a substitute for consultation with professional accounting, tax, legal, financial, health, mental health or other competent advisers.

A skilled and well - qualified school business management professional on the school leadership team can focus on ensuring the effective use of available financial and human resources, aligned to the school's pedagogical aims and development plan, whilst other members of the team focus on improving teaching and learning.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

While other folks choose to use professionals like at Golden Financial Services, where we live for our clients and saving them money is our number one focus!

Using these tools and educating yourself on the workings of life insurance and other financial products can help you feel more comfortable when discussing your needs with such professionals as your New York Life agent.

Introduce them to your accountant, financial adviser, lawyer, or any other professional you use to help manage your affairs.

The book provides thorough coverage of all the important rules and strategies, however, making it suitable for use as a reference by financial advisors or other professionals dealing with these kinds of accounts.

USBI has entered into agreements through which certain firms (our «Product Partners») provide financial contributions to USBI which are used to support the marketing of their products, training of our investment professionals, and for other purposes.

The first amended Rule 1.6 of the ABA Model Rules of Professional Conduct to permit a lawyer to reveal confidential client information if the client is using the lawyer's services to commit a crime or fraud that would cause financial harm to others.

Our personal injury lawyer in Cobb County GA has the experience, knowledge, as well as means required to make it easier to acquire economic compensation for the professional medical expenses, loss of earnings, and suffering and pain owed to you according to Georgia law.Our personal injury lawyer in Cobb County has the experience, resources and knowledge required to assist you and your family get the payment you rightly deserve under Georgia law.Thus, if you are searching for a personal injury lawyer in Cobb County that has the skills, assets and also experience that's required that may help you get the economic reimbursement you will deserve with regard to lost pay, hospital bills and also suffering and pain that is definitely due to you in accordance with the Georgia law then you don't need to look any further.Georgia law states that you are supposed to be paid financial reimbursement because of the lost wages, suffering and pain along with professional medical costs associated with a person's injuries; on the other hand, to be able to get that which is actually your compensation you should use a great personal injury lawyer in Cobb County that possesses the ability, expertise as well as resources necessary to assist you to receive financial reimbursement for your health - related expenditures, decrease in earnings, along with suffering and pain due to you according to Georgia law.

We are adept at handling complex cases that involve high - volumes of documents and require the use of forensic accountants and other financial professionals.

Use of a Bell Media Site does not replace consultations with a qualified medical, legal, financial or other relevant professional.

These plans are definitely not for everyone, and will most likely require a very knowledgeable agent, and both a tax and financial professional, to ensure the long term benefits are properly organized, especially when used for something other than permanent death benefit.

If you want to apply as a Financial Manager or in any other jobs you think you would excel at, you may download and use our resume samples as your guide to creating your professional profile.

You can use an auditor resume if your competencies are aligned with reviewing a variety of financial documents and reports may it be from an organization, a company, or any other kinds of clients who need your professional auditing services.

Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities

Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistiProfessional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistiprofessional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistics as needed

Attorney Aaron trains other lawyers, mental health and financial professionals in the use of mediation, negotiation and collaborative practice.

North Georgia Collaborative Family Law is an interdisciplinary network of legal, financial, and mental health professionals who assist clients in achieving resolution of disputes such as divorce, child support modifications, custody actions, and many other family law cases using Collaborative Law processes rather than litigation.

Divorce and your finances 25 - Mar - 2015 Studies show that, no matter which process is used, enlisting the help of financial specialists and other consultants, like mental health professionals can result in a more holistic solution and a better long - term outcome for all parties.

The parties may also use other professionals as part of the collaborative team, including divorce coaches (who assist the parties in communicating efficiently and effectively), Financial Neutrals (who assist the parties in understanding the financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in Financial Neutrals (who assist the parties in understanding the financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in financial impacts and tax consequences of their decisions) and even child specialists (in situations where custody or parenting plans are in dispute).

They must be able to stop using a method at any time without financial or other constraints; this is a particularly important requirement for IUDs and implants, since those devices must be removed by a medical professional.

CAP rates are a crummy way to value residential real estate and an equally crummy measure of financial performance for all of the reasons mentioned above and more... you may disagree, but since the only other person out there that regularly disagreed with you on this was kicked off this site for doing so, and just about every other turnkey operator seem to be in the business of perpetuating it as a metric to try to artificially pump up the attractiveness of their offerings and scam newbies, please forgive me if I try to offer some counterbalance and perspective to other new investors who would otherwise not have any other exposure to such radical ideas as using CAP rates the way they were designed to be used by the professionals who use them.