Sentences with phrase «plan clients in»

Simply walking away from small, or micro plan clients in order to avoid that risk once the rule is implemented is not a good option for broker - dealers, added Smith, because the risk of losing the associated high net - worth sponsors as retail clients is too great.

Not exact matches

With some of the lowest - cost gas operations in North America, the company has a bold new plan to sell its product straight to industrial clients

Success in this area revolves around good communications with clients by demonstrating that a well - crafted business transition plan is in place and that the new ownership will enhance the customer experience.

Pull your list of client companies from your database to see if there are clusters in certain cities, and plan a meetup event such as a breakfast, happy hour, or one - day training session.

The client, Cricket Communications, was targeting lower - income Americans with its affordable all - in wireless plan.

In my office chair I take breaks to read inspiring articles, to leaf through my favorite book, and it's where I take calls with clients to plan the scope and budget of upcoming projects.

«Stephen's extensive consulting and executive management experience in the satellite and communications industries informs his advice to clients around the world in strategic planning, growth and organizational effectiveness.»

Together, we're working on a plan that will help them speak to these customer groups in a manner that draws them closer to my client.

Says Bapty: «If a CRO is nimble and can evolve technology that can enable its clients to get a drug approved faster or to reduce the risk of a clinical study, or even save them development money in the long run, that company will find it has a long - term business plan.»

Quickly propose a game plan to end the relationship — but without leaving the client in the lurch.

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

It applies only to retirement accounts such as 401 (k) plans and individual retirement accounts, but advisors to those accounts will now have to act in their clients» best interests.

«They can neglect to invest in deep and thorough account planning to truly understand how their client's customers feel about the category and the brand,» Travis said in a recent interview on docurated.com.

Prior to launching YGC, Dorsainvil advised clients across generations in the areas of retirement planning, estate planning, education planning and strategic tax planning.

Perth - based Swick Mining Services says it made a number of redundancies to minimise costs during the March quarter and plans to make an impairment adjustment at year's end, despite an increase in demand for underground drilling from its existing clients.

Sallie Mullins Thompson, CPA, offered some additional questions, such as asking whether a complete data - gathering process was conducted; whether a holistic, goal - oriented plan has been implemented to meet client objectives; if there's a monitoring mechanism in place; whether the tax impact of the plan has been evaluated and explained; and whether there is regular follow - up to meetings and reports.

«The larger exemption provides a lot of planning opportunities for people who own businesses or other assets that they expect to go up in value,» said Michelle Canerday, head of the private client group in Chicago for law firm Nixon Peabody.

In the fall of 2013, Vigorate finally made the decision to head north, relocating its Barcelona office to London where it could work on a plan to carve out a client base with the U.K. soccer clubs.

The Labor Department rule was supposed to reduce these fees and force retirement plan providers to act in their clients» best interests.

Underpinning Bravo's depiction of the power dynamics between a boss and her underlings (played out in the open floor plan of a cramped SoHo loft), are the very real problems of a working business: What to do if your client doesn't pay, how to deliver on a tight budget, and even what if your assistant ordered more printer paper than toilet paper.

Financial planner David Christianson says underestimating how long they'll have to support their kids is the No. 1 mistake his clients make in their retirement plans.

One important variable in crafting a financial plan is the state of the client's health — and his or her attitude toward taking care of it.

Plan to end your day by doing something specific and beneficial for someone in your life — a coworker, friend, family member, client, etc..

Headquartered in New York, The Call List currently has 4 clients, including a Fortune 500 beauty brand, which plans to leverage the platform for tutorials with celebrity makeup artists.

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their splanning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their sPlanning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

His company will also offer private equity securities, giving clients a chance to invest in companies not listed on any exchange, something Lee - Chin became convinced was necessary over the three years he had to plan his return.

In a rare move, Goldman is planning to create a «special purpose vehicle» to allow its high - net - worth clients to invest in Facebook, these people saiIn a rare move, Goldman is planning to create a «special purpose vehicle» to allow its high - net - worth clients to invest in Facebook, these people saiin Facebook, these people said.

In the last few years, financial advisor Ron Carson has observed prospective clients increasingly asking whether his firm has a succession plan in placIn the last few years, financial advisor Ron Carson has observed prospective clients increasingly asking whether his firm has a succession plan in placin place.

«The No. 1 reason that advisors need to have a plan in place is this: If you have a fiduciary responsibility to your clients, you need to ensure that their financial affairs are attended to the moment you are not able to,» Tibergien said.

We all need to take our fiduciary responsibilities seriously, advising and planning in an effort to ensure that each of our clients will be well cared for financially.

«We expect EBAY to start intermediating its own payments (pulling away from PayPal) in»18 as management stated on its 4Q: 17 conference call, with a planned full transition in mid-2020,» Morgan Stanley analyst Brian Nowak said in a note to clients.

After all, success in consulting is largely the art of identifying a client's problems before he even knows they exist, says Mary Ann Galloway, a health care consultant in Saluda, N.C. Starting out 20 years ago, Galloway's business was designing managed - care plans.

In a note to clients, Lindsey says he is betting on Hassett and believes in the kick the tax reform plan can have on the economy if passeIn a note to clients, Lindsey says he is betting on Hassett and believes in the kick the tax reform plan can have on the economy if passein the kick the tax reform plan can have on the economy if passed.

Bera, a certified financial planner and founder of Gen Y Planning, works with clients in their 20s and 30s.

Morgan Stanley is hoping that a drastic cut in this kind of compensation will spur brokers to sell more products, such as mutual funds, loans and financial planning services, to those clients, according to several Morgan Stanley advisers.

«In particular, her deep expertise in tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals.&raquIn particular, her deep expertise in tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals.&raquin tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals.»

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

That said, a plan is still a worthwhile investment: in my time advising clients, I find that there are some attributes that separate those that succeed and those that don't, and one is a proper social media marketing plan.

When clients are on trips planned by Zebrano, her staff calls ahead to hotels and service providers to ensure arrangements are in place.

Commenting on PwC's tax planning business, a spokesperson said: «We continue to take our responsibility to building to trust in the tax system, and our obligations to clients, governments and other stakeholders, extremely seriously.

Mallouk, president and CIO of Creative Planning, and Carson, CEO and founder of the Carson Group, both said they would tell Trump not to roll back regulations on the Department of Labor's fiduciary rule, which says if an advisor is working with a client on a retirement plan, they need to act in the client's best interest.

I also plan my calls to clients, consultants, and producers in the same time block when I'm at my desk anyway, as it's more efficient.

Sun Life will also conduct periodic reviews of the growing body of clinical research supporting the use of medical cannabis for other conditions, and update its criteria if necessary, the company said in a document updating their client base of 22,300 plan sponsors.

Boston - based Shannon Liss - Riordan plans to take the California bar exam and establish an office in the state to continue representing her clients.

While everyone hopes to relax and rejoice as the year comes to a close, all too often business owners find this time of year to be a manic flurry of seasonal promotions, forward planning, and insane hours (or, for some, a far worse pause in getting paid as clients turn their attention elsewhere).

JPMorgan drew up plans in 2012 to focus on middle - market banking and now has about 50 people in the investment bank dedicated to this group of clients, having hired local, senior, experienced bankers in a handful of regional centers over the past three or four years.

I spoke with many clients and their employees and thought it was so sad so many 50 + year olds didn't even have $ 70K or $ 80K in their 401 (k) plans; these were also employees who were making decent money - $ 60K + / year.

This fee is automatically waived for everyone in the plan if at least one participant is a Voyager, Voyager Select, Flagship, or Flagship Select Services client.

The recent run has also been helped by news that CME Group, the world's largest exchange operator, plans to introduce bitcoin future contracts in response to client demand.

«With the global economy poised to accelerate, new U.S. tax legislation providing tailwinds and a leading franchise across our businesses, we are well positioned to serve our clients and make significant progress on the growth plan we outlined in September,» he added.