Sentences with phrase «plan client situations»
«They will change how in the future you will plan client situations,» declares Richard Niedermayer, a Halifax, N.S., estates lawyer with Stewart McKelvy.
http://www.canadianlawyermag.com/ Not exact matches
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.
As a wealth advisor, Bill helps clients build and implement a holistic financial plan engineered for their specific financial situation.
In this model, the Yoga Therapist works with other medical and healing professionals as a supporting expert offering clients a highly personalized holistic health and lifestyle plan along with stress management tools that suit their individual situation and needs.
Unless the client has a highly individualized training plan and / or limiting equipment or injury situation, the information contained in this article is what we do to achieve such amazing results.
IRA accounts often have additional share classes (N or Z) which are cheaper than A, B, or C. Like most other themes in financial planning, it's extremely difficult to give advice about share classes, compensation methods, etc. because of how different each client's situation is.
Christopher believes that every client needs a solid financial plan that is flexible enough to meet their changing needs and situations.
It also include retirement planning, asset allocation, investment selection, college planning, lifetime income planning, and other topics depending upon each client's specific situation.
She works with clients to develop a farm succession «action plan» to help relieve of stress of the situation for all parties involved.
EAM creates an Investment Policy Statement for each client, which outlines the client's current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client's specific situation.
We pride ourselves on understanding each client's situation so we can tailor each plan of action according to their needs.
On the Golden Financial Services student loan program the software is automated, ensuring their client renewals each year are completed on time and the client gets put on the right payment plan, depending on wether or not their income and situation has changed.
Satisfy Needs While Your Clients Are Alive PAUL lets your clients use the money in their policies for the things both planned and unplanned, such as a child's college education, supplemental retirement income, or emergency situClients Are Alive PAUL lets your clients use the money in their policies for the things both planned and unplanned, such as a child's college education, supplemental retirement income, or emergency situclients use the money in their policies for the things both planned and unplanned, such as a child's college education, supplemental retirement income, or emergency situations.
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.
A debt management plan is one of the most effective ways of reducing credit card debt — it's an option we recommend often, depending on a client's financial situation.
It is important to remember that when developing a plan for pre-staging as well as treatment protocols that every patient and client are unique and every situation is different.
Access Veterinary Care Works with clients to find a care plan that fits their financial situation.
Beckman's Academy for Dog Trainers will give you the tools to work with any dog and any client — so that you have a safe and humane system for any situation, from fearful and aggressive dogs to walking into any clients home and knowing how to build an action plan.
I have a few clients who have managed this type of situation for years, with two dogs in separate parts of the house who never interact at all — but it's very difficult for most owners to do as a long - term plan.
It is because of this passion that Amy is currently working towards a specialized Behavior Consultant Certification, which will further refine her abilities and allow her to work closely with each client to develop an effective training plan that is custom created for each unique client - dog situation.
I come into the home and assess the situation and design a training plan that will get my clients the best results quickly.
Our San Jose violent crimes lawyers offer a free face - to - face consultation and can work out payment plans with clients in most situations.
New major client situations may require new planning without waiting for a quarterly review.
She is frequently called upon to counsel clients in developing best practices and strategic planning of their patent portfolios, including writing successful patent applications in complex and novel situations, in anticipation of possible future litigation.
The team regularly deals with complex financial situations for high - net - worth clients and has been busy assisting a number of business owners with high - level capital tax planning.
Anything less than stellar feedback should result in the creation of an action plan to not only rectify the current situation with the client, but also to ensure that similar problems do not arise in the future.
I work with every client to secure the right estate planning documents for unique situations.
At Bond & McCullough, our firm has more than 60 years of combined experience helping clients navigate difficult debt situations and craft personalized estate plans.
I pay close attention to the client's comments in order to assess goals, size up the situation at hand, and craft a cost - effective action plan designed to achieve the desired outcome.»
Darren understands that every client faces a different situation, so he offers a range of payment plans and representation options, including limited scope, unbundled services, and coaching.
He has successfully implemented estate plans in high net worth individuals and middle income clients with complicated family situations.
With the addition of the latest changes, McMillan LLP tax lawyer Ryan Walker has been advising clients to carefully examine their situations and begin doing corrective planning where necessary.
Niche planning is used to address situation specific needs or asset specific needs, but it is important if a client has those assets or situations.
** If you plan on purchasing travel insurance, I recommend looking ANYWHERE else, aside from Seven Corners ** They don't care about your unfortunate situation, and ARE ONLY LOOKING FOR THE CHEAPEST was to handle you as client.
«We tell clients about the general benefits of the program including the caveat that MedjetAssist [a medical evacuation company] decides on a plan based on the medical situation,» she added.
It is important to look at the client's situation to determine why they would need life insurance as part of any financial planning engagement or financial advisory relationship.
The knowledge CLU candidates gain by passing their requirements focus on the operation of the life insurance industry, in depth knowledge of laws and regulations pertaining to life insurance, and more practical concepts such as determining the life insurance needs of various types of clients with sophisticated financial situations such as business owners or clients with estate planning needs.
Once the client has decided which Arlington renters insurance plan is satisfactory for their individual situation, they are ready to explore other options for their plan, mainly determining if there are any additional ways to keep their condo safe, or any ways to lower their already affordable premium.
We have worked with hundreds of clients with their estate planning matters, and we can provide the advice you need to get best policy for your situation.
Charted and recorded information in client files.Tracked client movement on and off the unit by documenting times and destinations of clients.Checked facility for open windows, locked doors, malfunctioning smoke detectors and other safety hazards.Quickly responded to crisis situations when severe mental health and behavioral issues arose.Documented all patient information including service plans, treatment reports and progress notes.Conducted outreach, advocacy and rehabilitative services for regular cases and crisis intervention.
For example, computer technicians must come up with plans of action, listen to client problems, and install new hardware and software based on the situation.
Yes, having a good boss, challenging work, and clients who pay on time are critical factors in your overall job satisfaction, but your salary, health benefits, 401k plan, and bonuses can tip your overall job satisfaction scale from being «very satisfied» in your current work situation to «I really got to get a new job RIGHT NOW!!»
Provided exemplary customer service that included discussing vehicle problems, providing estimates, discussing payment plans, and being compassionate during what was sometimes a stressful situation for the client.
• Performed professional conflict resolution initiatives regarding client situations, stressful environments while developing individual plans for self - sufficiency.
Activities like assessing client situation, organizing counseling sessions, developing rehabilitation plans, referring clients to medical or counseling services, and collaborating with other care providers, such as physicians, therapists, and psychologists are often seen on Rehabilitation Counselor resumes.
Typical example resumes for Case Managers highlight duties like identifying people in difficult situations, creating recovery plans, referring clients to various healthcare or social services, and collaborating with various human service providers.
A successful resume sample for this job highlights duties such as prospecting potential customers, finding how much insurance they can afford, analyzing clients» financial situations, presenting insurance options, and creating customized plans for each client.
Examples of Self Employed Consultant duties include assessing client situation, analyzing business operations, identifying solutions and devising plans, and assisting clients with plan implementation.
Common job duties listed on a Finance Consultant example resume include identifying client needs, assessing client financial situation, developing financial strategies, developing and presenting financial plans, helping clients to make decisions, reaching to prospective clients, and maintaining client databases.
A good resume of a prospective financial planner should suggest that the candidate can complete tasks such as financial analysis, developing and implementing plans, assessing the financial situation of clients and referring them to organizations providing the services presented in the plan.