Sentences with phrase «plan clients through»

Not exact matches

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.

Troubled small business lender CIT Group, which almost collapsed last month, had clients worried their back - to - school plans might not come through.

«After that, the meeting planning grew quickly through referrals from thrilled clients.»

By getting clients more engaged in the process, advisors increase the probability of keeping clients committed to their investment plan through good times and bad.

Included in that list: Identify investor needs and put those goals first, which is what the DOL fiduciary rule is about; develop and monitor a personal plan for each client, help clients through major life changes and be transparent about fees and expenses.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

And as noted by CMO, B2B spending is also on the rise as companies look to lock down long - term relationships with high - value clients — 48 percent of organizations plan to increase their digital B2B budgets through 2017.

The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC.

Of the remaining issuers, 25 issuers said either through official documentation or via email and phone interviews that they did not plan to pay out capital gains distributions to their clients.

Our Business Continuity Plan is designed to enable us to recover and restore business operations as quickly as possible, safeguard employees and property, protect the our books and records, and assure clients prompt service through alternative offices.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

We help clients plan, build and run successful cyber security programs that achieve business objectives through our depth and breadth of cyber security offerings, extensive capabilities and proven expertise in cyber security strategy, managed security services, incident response, risk and compliance, security consulting, training and support, integration and architecture services, and security technology.

Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities.

His goal is to prepare them to provide an outstanding experience to each and every client through skillful comprehensive financial planning.

If you know how to see the whole process of writing a business plan through — including business funding plans, market analysis, competitor research, and so on — clients will be lining up for your services.

Develop plans to acquire new customers or clients through direct sales techniques, cold calling, and business - to - business marketing visits

The PNC Financial Services Group, Inc. («PNC») uses the marketing names PNC Wealth Management ® and Hawthorn, PNC Family Wealth ® to provide investment, wealth management, and fiduciary services and the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company.

Financial advisors also report seeing clients» confidence soar through the retirement planning process.

Plan Conversion and Enrollment A dedicated team guides plan sponsors through our streamlined, established procedure for client onboardPlan Conversion and Enrollment A dedicated team guides plan sponsors through our streamlined, established procedure for client onboardplan sponsors through our streamlined, established procedure for client onboarding.

Plan sponsor clients can manage their retirement plan through the Retirement Directions web porPlan sponsor clients can manage their retirement plan through the Retirement Directions web porplan through the Retirement Directions web portal.

We partner with our clients to realize their vision through focused project discovery coupled with a just - in - time product - planning program.The result is software that is simple, intuitive and lets your customers get things done.

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.

Horizons Wealth Management specializes in providing objective and comprehensive financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

Through a comprehensive approach to financial planning, Eric covers cash flow management, goal setting, investment management, company benefits optimization, risk management and more to help clients build wealth from the ground up.

Planned Parenthood (PP) affiliates in California, including the one for which relator worked (PP of Los Angeles), knowingly overbilled the state government, and through it the federal government, to the tune of tens of millions of dollars, for birth control drugs and devices provided to clients.

Mr. Rosenstein has been lead counsel in working with various clients in order to reorganize their business, both within and outside of Chapter 11; the work he has performed has saved clients in excess of a combined amount of over twenty million dollars through drafting and implementation of reorganization or liquidation plans.

We love supporting people find their own path through birth and parenting, so we weren't at all offended that this previous client and her husband chose a different plan for this birth.

Sometimes variations on this «baby led» way may be needed and will be included as we support our clients through proper assessments and plans of care until they reach their feeding goals.

For both types of clients, I create a customized plan and support you through the implementation process for several weeks depending on the package.

We are devoted to the healing of our clients and their reintegration into society through customized treatment plans designed around skill learning.

Per the deal, AXA's African insurance companies plan to propose custom - made insurance products to Jumia and AIG's e-commerce client base through its ecosystem of marketplaces and classifieds services.

When you provide individualized yoga, you're helping the client create a yoga sequence that caters to their bodies, so it pays to get detailed about what it is that you plan to work on and through.

Michael guides clients through all phases of the change process including discovery, planning, and implementation.

My clients simplify their busy lives and run training through realistic goal setting, and customized run and nutrition plans, leaving more time to spend on their careers AND with their families.

Through lab work, individualized meal planning and strategic supplementation, clients can expect to lose weight and reverse their diabetes and PCOS and heal their hormonal imbalances.

Through specified one - on - one nutrition consulting and monthly women's circles, I empower my female clients with a plan to restore their digestive health while supporting them with sacred time for slowing down and connecting with community.

The definition of a Life Coach is someone who works with clients to enhance their quality of life through purposeful questioning, tools, techniques, goal setting, and action planning.

Through my one - on - one private coaching we will remove the barriers between you and success, create a clear and actionable business plan for your purpose - driven business around your core values to help you attract a roster of ideal clients.

She works one on one with clients to meet their specific health goals through a variety of practices, including but not limited to, discussing nourishing foods, meal planning, grocery lists, recipes, and navigating restaurant menus.

When Mandy isn't writing, working with brands and private clients on styling and interior design projects or shopping at market, you can likely find her baking her way through Martha's latest cookbook, brushing up on her photography chops, shopping (naturally, it's part of the job), and planning her next jaunt to her favorite ski town.

Off site continued support — Through a combination of on - site, phone and email support, reports, and development of client resources (agendas, planning templates) the Consultant manages the CORE program of services closely with site administrators and teacher leaders, and serves as the liaison to CORE.

Marc's other notable clients where the Cal State Fullerton Foundation, the Cal Poly Pomona Foundation, the Los Angeles County Bar Association and the Orange County Bar Association.From 1998 to 2006, Marc served on the advisory board for Cal State Fullerton's «Certificate in Financial Planning and Management for Nonprofit Organizations» offered through their extended education department.

Since 1981, we have guided our clients» communication strategies through crisis management, long - term community engagement plans and critical funding campaigns that have helped will billions on behalf of our clients.

This course walks you step - by - step through the same marketing plan template that Rob uses with his bestselling clients.

With a mix of humanitarian and corporate clients, Rhett plans a bright future where his success improves the world.Elise, Rhett's mother, begins offering advice to «help» her son through the transition into increased responsibility.

Planners / coaches / advisors: it can be a great resource to point your clients towards to help them follow - through on your plans with ETFs or index mutual funds — or contact me for a discounted bulk order and give them to all your clients proactively!

The clients that we typically work with (working - age people with families, student loans and mortgages) can normally cover their immediate financial obligations through term coverage, and are able to deal with final expenses after retirement effectively by putting a dedicated savings plan into effect.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

In addition to the standard email, chat and phone support at Wealthsimple, its Basic clients get a 15 - minute phone call for a walk - through on the basics of financial planning and to ask any questions, including how much to save, which type of account (IRA vs. non-retirement) to choose, and how their investments are taxed.

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.