Sentences with phrase «overall goals of the client»

Not exact matches

We work to gain a clear understanding of our clients» investment strategies, goals, and objectives, which allows us to conduct a consultative approach to capital development, including providing assistance in assessing our clients» marketing materials, critiquing their investment presentations, preparing them for investor meetings, and opining on their overall marketing strategy.

Ropes Wealth Advisors seeks to enhance the wealth and legacy of individuals, families and the institutions it serves, offering investment management and financial planning services that are customized and unbiased and seamlessly integrated with a client's overall wealth management goals and strategies.

Educational Session # 1: When: June 3rd, Wednesday, 3:15 PM — 4:00 PM Where: Institute 2015 Pre-conference Cybersecurity, Technology and Infrastructure Advancements Forum What: Optimize PBM Value Proposition to Payers through Disruptive Innovation by Terry Ramey, EVP, Business Development and Client Engagement Session Details: PBMs that manage over $ 300 billion of pharmacy benefits for plan sponsors have historically been challenged to support plan sponsors» goals to reduce avoidable drug - impacted medical costs and optimize overall pharmacy costs.

For industrial clients, Service Paper Co. says its goal is to design industrial packaging that effectively markets and enhances its customers» products while improving the overall efficiency of their operations.

The goal & passion of Belly Pilates is to teach holistic mind - body exercise & education that improves the overall health of the client, their bodies, & their lives.

Grace doesn't believe there is a one size fits all approach to fitness, but instead believes that in order to find success with your fitness goals there needs to be an overall unified mind - body connection involved in the commitment.Stress management and practicing awareness during her training sessions is a constant theme that is emphasized so her clients get an effective workout and leave stress - free and feeling confident!Grace customizes her routines for all her clients using the philosophy and poses of Yoga, combined with the discipline of her HKC Kettlebell strength training and the creative, fun aspect of Progressive Calisthenics (PCC).

You will graduate this program with a solid understanding of holistic health and healing in addition to how a proper nutrition regimen can increase the effectiveness of your client's fitness and overall health goals resulting in more lean mass, less body fat, & greater energy levels.

Based on these skills and her knowledge of nutrition and botanical medicine, Kathy's goal and passion are to work with clients to help them make lifestyle changes through improving overall energy, balance, and optimal health to produce real, lasting results.

We always hear from our writing and editing clients that a personal conversation to map out the desired scope of the project, author needs, and overall goals is the best way to get things in gear.

«Looking back at my client's book I found it is interesting to note that at this stage the entries are a combination of «progress» type note, reminders of things to look into, goals that the client has identified and how we, being me and the client, are progressing on finding information and implementing it to next steps towards the goal... One thing that came up in a session, brought to my attention by the client was that entries could be dated, in order to see the progression of information collection which we incorporated as an overall practice.»

The main goal of a reputable debt consolidation service is to find ways to lower risks and overall costs of their clients.

The purpose and general goal of the veterinary naturopathic consultation offered by Jeannie Thomason, CVND is to educate the client about their animals body systems in relation to function and ability pertaining to maintenance of overall homeostasis (balance) through the removal of various, and typically specific, obstacles to their health, this thereby encouraging their body's own natural healing processes.

As Randy Valpy, president and CEO of LifeLearn describes, «Our goal is to always help improve the overall health of veterinary practices by identifying or «diagnosing» issues, and providing a range of «treatments» that empower the practice to better attract, educate, develop, engage with and retain clients.

This is a constant focus for Wayne with his own live - in Guide Dog Puppy in Training but also an overall goal for each of his clients.

We offer state - of - the - art care and client consultation services with the goal of promoting your pet's overall health and longevity, while building a lasting relationship with you.

Building rapport is important to the overall goal of better client communications.

Chris joins Cognicion as the Chief Revenue Officer with multiple goals of helping the overall operations to execute soundly, growing the existing client base significantly and finding new revenue streams that are adjacent to our core data - centric competencies.

A primary goal of the SALT team is to achieve significant tax and administrative cost savings to improve the overall tax position of our clients.

Our comprehensive process focuses on the achievement of a client's overall goals including providing for family and other beneficiaries, as well as minimizing taxes at every level.

We seek to understand and be a long - term partner in our clients» Government contracts business goals, and we recognize that legal guidance must be tempered with an understanding of the company's overall business objectives.

The panel discussed the importance of defining a service delivery model with internal clients, developing a training plan, prioritizing training topics, conducting the training and sustaining behaviours — all with the goal of not just taking some of the load off the in - house team, but making clients better members of the overall team.

Keesal, Young & Logan's employment attorneys take pride in their ability to litigate a broad range of employment matters, while never losing sight of our clients» overall business and employee - relations goals.

With decades of experience working with large industrial manufacturers and other businesses, we also understand the importance of sitting down with our clients and developing case strategies and solutions that best address their overall needs and goals.

Our ultimate goal is the success and overall satisfaction of the client.

Whenever we work with clients, we listen carefully to determine their definition of a successful outcome, how important this particular matter is to their overall business goals, how this matter could affect other future operations, how it will impact individuals, and whether the client is most concerned about reaching a particular outcome, controlling costs or achieving a speedy resolution.

The choice of an annuity will depend on some factors, including a client's time frame until retirement, risk tolerance, and overall financial goals and needs.

Life insurance, as part of an overall portfolio, can offer advantages in meeting goals at every stage of a client's life, including potentially:

Acceleration Partners grew client's overall revenue by 206 % year - over-year (YOY) while maintaining their return on ad spend goal of a $ 9 and recruiting over 800 quality affiliates into program.

«Respectful Communication» and «Friendly Humor» are simply vehicles that your organization uses to reach the overall goal of serving your client base or developing the best products in your industry.

Crafted overall account sales strategy and coordinated activities of sales executives to achieve revenue goals; marshaled internal resources to develop plans that helped clients achieve objectives.

Sell clients a full - range of retail products and services, such as deposit accounts, loans, credit cards, safe deposit boxes etc. to meet and exceed established sales goals to support overall district, branch and individual sales objectives

Successful background screening companies understand how to balance human capital risk with the risk tolerance of the client's organization, the compliance environment in which the organization operates, and the overall strategic goals of the organization.

Tk Worldwide, Nolensville, TN 5/2011 to Present New Car Sales Manager • Oversee staffing requirements and hire and train new employees • Set sales objectives for each individual sales representative • Provide assistance in carrying out duties so that individual sales objectives are met • Give sales representatives a clear picture of the overall goal of the company and ensure that their individual objectives are in accordance to the big picture • Assist clients in choosing cars of their choice by providing them with information on popular brands • Provide clients with information on car features and accompany them on test drives • Forecast sales and expenses and ensure that profits are maintained accordingly • Develop and implement effective customer relation policies • Interact with vendors to procure new models and makes • Prepare annual budgets for the sales department and ensure that all administrative activities are performed by remaining within the budget • Direct and schedule activities of sales representatives and stand in for absent employees

I also collaborated with managers within the client's supply chain to improve the overall efficiency of the client's processes, which resulted in further sales revenue from the suppliers.My genuine interest in helping people achieve their goals is what makes me a top performer.

The Atlanta Daily World (Atlanta, GA) 10/2001 — 07/2004 Office Manager • Collaborated with marketing manager to create positive marketing and promotional partnerships on a local and national level, including the integration and utilization of various media relationships • Supervised and directed classified sales department in the maintenance of existing clientele and generation of new customers, outlining departmental sales goals and tracking associate progress versus established benchmarks • Implemented numerous subscriber promotions and sales campaigns while targeting key newsstands to grow subscriber base and issue sales, supervising members of the circulation team to ensure distributor, vendor, and client satisfaction • Managed various accounting functions to promote accurate billing to advertisers, newsstands, subscribers, and distributors on a weekly and monthly basis • Assisted team with proofreading functions on production day in addition to critiques of the layout and design of classified pages, focusing on paid advertisement placement, content accuracy, and overall appeal • Coordinated Atlanta Daily World sponsorships with the Georgia Statewide Spelling Bee, the City of Atlanta Camp Best Friend paper program, and the organizations» 75th anniversary celebration • Oversaw the execution of critical office and operational functions

I work with clients to set realistic goals to help them attain happiness and a sense of overall well - being.

The goal of this program is to help our clients develop a more adaptive and healthy relationship with food, fitness and overall health.

The overall goals of Eye Movement Desensitization and Reprocessing (EMDR)[Trauma Treatment - Client - Level Interventions (Child & Adolescent)-RSB- are:

In the context of individual therapy, although the overall goal is to similarly move clients forward in a manner that improves their relationships outside the therapeutic context, in couple therapy this goal can be achieved more directly and intentionally.

My approach is strength - based and client focused, working collaboratively to help my clients identify goals and take steps towards alleviating their stressors and improving their overall quality of life.

My goal is to help the client recognize that he / she has choices and make changes necessary to improve their overall quality of life.»

The overall goals of an open house haven't changed much over the years, but the methods for making the property look its best and attracting potential clients are constantly evolving.