Sentences with phrase «own book of business»

It didn't really have a book of business, but there was something to the name and it did have some equipment and things like that.

Or take the same deal to move your book of business (read: client accounts) to the wirehouse down the street.

«Boeing's book of business wasn't hurt by a little wage inflation or modestly rising interest rates or margin calls in the financial markets.»

company, had a comfortable book of business, building online training modules for Fortune 500 companies, including behemoths like Dell and Microsoft.

What's more, staff members are nervous about giving up smaller clients and the revenue each adds to their book of business.

How can you build your book of business?

During the 2008 financial crisis, my book of business dropped to where it had been five years before.

By the year he turned 40, Rosen had single - handedly built a book of business worth nearly $ 3 million.

«What CA has done is not science — it's marketing to the ignorant and using the perception of success and proximity to Trump to grow their own brand and book of business,» he added.

Yes, you're buying a company, but once you acquire it, what you're really buying is their book of business.

As Rosser remembers it, her father, Forest Jenkins, who started Triad, was as excited as other local contractors to get a decent book of business in 1989, when Trump set to work building the Taj Mahal casino.

McGee and Swift also managed to hedge, and eventually eliminate, most of the risk on the ultra-volatile Japanese book of business.

Everyone owns their own book of business, gets a base salary, and the remainder of compensation is commission - based.

Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.

The new product is called Morningstar Data Catalyst and is designed to help investment management professionals «gain a clearer picture of business risk and portfolio suitability across an entire book of business,» Morningstar said.

With the imminent rollout of Morningstar's new risk evaluation service, advisors have a new way to assess whether or not their portfolios are overexposed across a wide book of business.

Editor's note: This article is excerpted from Rule's Book of Business Plans for Startups, from Entrepreneur Press For a startup business, creating a business plan is like creating a game plan in sports.

We know you don't have time to manage your book of business and create a stunning online presence.

A new Morningstar tool is designed to help investment management professionals «gain a clearer picture of business risk and portfolio suitability across an entire book of business.»

Our latest eBook shows you how to navigate your book of business, craft a well - calculated marketing plan, add more places of interest on the map, and direct potential customers to inroads back to your company.

An affiliate of Aegon's Transamerica unit — Transamerica Retirement Solutions — will acquire Mercer's defined contribution administration book of business

CP said in a release that a third of its existing book of business already touches Asia, adding that the Shanghai office will serve as CP's new Asian home base, complementing the company's existing offices in Beijing and Tokyo.

However, if you lack experience in managing the books of a business and expect to learn as you go, you should think twice.

Do you have a book of business that a buyer will value and pay you for your past efforts?

Maxwell Health is there with you every step of the way, with hands - on support to help retain and grow your book of business, win new clients, and streamline your operations for peak performance and efficiency.

This can occur when a firm lands a large new client, recruits a new partner with a substantial book of business, opens a new practice area, or simply finds itself with more work than it can deal with in a timely manner.

One of them works their personal book of business, customers and prospects they cultivate every day through prospecting and referrals.

This low down payment lending was never more than 3.5 percent of the Fannie Mae book of business, and in recent years, had been even less.

Instantly create detailed, easy - to - understand client reports for the Jackson variable annuities in your book of business.

The Book of Business provides access to all your client variable annuity contract information — and the ability to service those contracts — in just a few clicks.

When I was an advisor, I inherited a book of business and unfortunately many of the clients were in B - shares.

Don's portfolio management responsibilities are concentrated in the US book of business, where he sits on most portfolio management teams.

But in this specific case with Cigna, I think that his risk is minimal because he is reinsuring a dead (no pun intended) book of business.

I have built a decent book of business in freelance consulting that I hope to continue to build and earn additional income from.

The Book of Investing Wisdom: Classic Writings by Great Stock - Pickers and Legends of Wall Street (Book of Business Wisdom)

Instantly create detailed, easy - to - understand client reports for the variable annuities in your book of business.

AMSTERDAM — Aegon, through an affiliate of its Transamerica unit, has reached an agreement with Mercer HR Services, LLC to acquire Mercer's US defined contribution administration book of business.

If the economy deteriorates sufficiently, demand probably increases overall, in terms of the number of distressed consumers — but this is likely overwhelmed by the decline in confidence (to borrow) & the ability to repay (which will prompt write - downs on the current book of business).

This is just a straw blowing in the wind... but I would lighten up on financial stocks with significant commitments to Alt - A lending relative to their overall book of business.

Misrepresenting the quality of a loan book of business is a big no - no when it comes to investor and shareholder relations.

The loan performance on Fannie's book of business is substantially better than the overall mortgage market.

Over the past decade, many advisors have chosen to begin making the switch from a commission - based book of business, and have begun doing more fee - based work.

Turning back to the Fidelity book of business, the firm reports IRA contributors have grown by double digits.

Within the Fidelity book of business, 401 (k) savings rates continue to increase.

Every quarter, Fidelity Investments releases a refreshed dataset outlining trends within its book of business covering defined contribution (DC) plans and individual retirement accounts (IRAs), with the latest cut of data published today.

She is the founder of Solar Roof Services, a company that helps roofing contractors boost their income by adding solar installation services to their existing book of business.

If a retiring lawyer's book of business is based on eight key relationships, there is no guarantee that there will be eight smooth transitions.

However, as your reputation and book of business grow, it's likely that you're going to find that even this system has limitations.

For your own business, you're probably concerned about expenses, cash flow, and maintaining a steady book of business.

Orrick is going to have a hard time proving that someone with a portable book of business, other job opportunities, and high employability imagined the agreement.