Sentences with phrase «plan the client liked»

Not exact matches

Data - analysis startup Unifi plans to use new funding to expand service that could help avert some holiday catastrophes for clients like Disney.

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.

Mayer's plan to sell a new kind of advertising in apps had been undermined by her trouble building relationships with clients, like Sorrell and Roth.

Much like advising clients you must have a plan and be committed to seeing the results play out over longer periods of time.

Paul has helped clients like TMP Worldwide (Monster.com), Oreck, Tabasco, Logoworks, Blanchard and Company and Blue Man Group integrate efficient online advertising programs into existing marketing plans.

«Clients need to have begun to process how much longer they want to work and what their spending will likely look like in retirement,» says Spencer Hall, managing partner of Knoxville, Tennessee - based Retirement Planning Services, LLC.

We are planning to discuss fairly advanced topics (no articles like «what is SEO» or «why do you need to advertise») but we will try to keep it simple enough for someone like your clients to digest.

Like a financial planner, a wealth manager can help clients identify their objectives and map out a financial plan to achieve them.

It is of Australia and its labelled like a battle plan with dozens of stickers indicating locations of more than 300 managers, 30,000 clients and the commodity types of certain areas, from cotton and cattle to fat lambs and cherries.

It also includes the not so obvious: earning the salary, paying the bills, maintaining the house, calling the insurance company about that surprise medical bill, researching all the possible causes of that weird cough your baby has been doing lately, scheduling tours of daycare centers, getting that promotion or signing that big client, researching life insurance plans, getting the oil changed like clockwork because you really need this car to last you, plus taking breaks so that you can recharge....

Private consultations are available for those clients who would like personalized leave plans that include employer benefits.

The perfect storm of years of unprotected budgets, planning processes which have encouraged silo working in health and social care and an often invisible client group, has resulted in zero focus on a clear vision for what we need older people's services to look like.

«My friends and clients and I like to plan workout happy hours in the summer, where we'll do a session on someone's rooftop or in the park and then grab smoothies or coffee,» says Duhamel, who trains supermodel Taylor Hill.

Many clients tell me they wind up eating things like their kids» mac and cheese or pizza, when they haven't planned their meals in advance.

Straight up, NO BS, follow this nutrition plan to a «T» and you will get the same, I have seen it work like a charm with my own clients

It is the same plan that I use with my top professional athlete clients and have adapted it to make sure that everyone who uses it is able to lose fat, build muscle, and look like an athlete.

She has since styled projects for media publications like HGTV.com, DIYNetwork.com, and Better Homes & Gardens, as well as the many clients that come to her for event planning.

She lays out the dating plans and relationship mindsets that worked for her to empower her clients to sustain fulfilling partnerships like hers.

One of the most common questions I get asked by my clients is what they should do when the man they're interested in doesn't call back to finalize plans or simply disappears after what seemed like a great date.

Aiken is skeptical of his new client, believing, like most others, that she, as the owner of the boardinghouse where Booth and his clan plotted, must have been involved or at least held knowledge of plan and did nothing.

• File Cover page • Divider pages Running your business • Seller Information Page • The Plan • Term Time Plan • Client email list • IFTTT record sheet • IFTTT Information Page • Password record page • Tips and tricks Creating products • Product planning page • Product Checklist • Pricing guide • Pricing record sheet • Product linking records • Timely Products • Updated Products record Tracking your business • Earnings record • Earnings and Sales Graphs • Expenses Sheet • Investment record sheet • Followers Record Sheet • Tracking clipart and fonts Blogging • Blog planning Goals and Rewards • Goal record sheet • Reward yourself If there is anything you would like added to this pack please send me a message and I will be happy to add to it.

Like Weinstein, she says she is «incorporating self - publishing into every one of my clients» career plans for backlist titles, experimental fiction, shorter works, and more.»

I like it too and plan to do more of these, since I have a lot of client books coming out, and each one is an interesting story.

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.

Wilmington Trust and Franklin Templeton Investments have launched additional trusts in strategies that have strong demand from retirement plan advisers and their clients like Templeton Foreign and Franklin Growth.

I never got my CFP / CSC because it's just not worth my time to take the courses and exam for what the designations would bring me; if something like that were to be a mandatory requirement to talk to clients about investing and their financial plans that would keep me and several other part - time educators / planners / coaches / DIY - support people out of business.

But, the good financial planning companies, like mine, educate their clients and match the client with the product retirement and financial goals.

«I don't like to lock a client into a 529 plan if the student does not go to college or does not need all the funds,» Morrison says.

In a secular bear market, however, employing active investment strategies like the ones discussed here, in combination with other financial planning recommendations, may be the only route by which clients can actually succeed.

What an online service like FeeX can provide to advisors is an ability to automatically extract and analyze a plan's disclosures, matching such information with individual client account data.

by Tony Chapelle September 1, 2004 — Would you like to turbocharge your clients» IRAs, Keoghs and 401 (k) plans?

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.

That seems like a big cheque to write, but clients don't usually need a comprehensive financial plan every year, so in many cases it's reasonable to think of its value as being spread notionally over, say, four years.

If you're a professional money manager, go spend your time on value added activities like estate planning, insurance, tax harvesting, prospecting, general time with your clients or family, or even golf.

We understand that gifts to organizations like Best Friends Animal Society can be an important part of your clients» overall financial and estate plans.

My office looks like a NASA control room, with screens on all sides flicking through the dozens of webcam feeds I watch daily to monitor the progress of my clients» dogs — whether in the United States or in one of several other countries — studying body language cues, then emailing clients new treatment plan adjustments and encouragement.

Through Traditional Chinese Veterinary Medicine (TCVM) and other complimentary therapies like veterinary medical manipulation (similar to human chiropractic but for animals), I work with my clients to design a health and wellness plan for their pets that they can feel good about.

Kendle likes sharing her knowledge with clients and helping them decide what plan of action is best suited for their pets and their lifestyle.

«I'm excited because I believe most clients will like having a financially manageable healthcare plan to protect the wellbeing of their pets, and because our staff is committed to the success of this initiative.

Some products like top brand drinks (San Miquel, Cardhu, Larios), mixed platters at the pool bar not included in the plan may be ordered about half compared with the selling prices by the «all - inclusive» clients.

Advanced building science knowledge combined with powerful modeling tools like the Passive House Planning Package (PHPP), WUFI, and Therm make it possible, enabling project teams to find the right balance of architecture, budget, and materials for the client.

But purchasable plans like our Sweet Pea or Shelter Wise's Cider Box tend to have been custom built for real clients, so they've had their kinks worked out, and have been proven to work for real live people like you.

What details make your marketing plan «strategic» depends on factors like your practice area, law firm location and targeted client demographic.

Sometimes it feels like virtually everything a lawyer does is a skill not learned in law school: establish rapport with clients, network, run a business, plan events.

LegalZoom's option to become a plan attorney is a good choice for attorneys who would like to expand their practice area and client base by leveraging LegalZoom's reach to answer relatively routine legal questions on a regular basis.

Standards like these can help you avoid malpractice if you plan on remotely storing client files.

Sam Glover: And it's even little things like I have noticed so many lawyers have a hard time getting paid because the client says, «Well, would you take a payment plan?»

Therefore, to properly assess the financial sustainability of your firm, you must keep record of how your time is allocated as well as what client conversion and the average lifetime value of legal plan clients look like.

Sam Glover: Yeah, I happen to think that planning for those things like I need to get technologically competent, okay, I know that I need to figure out how much money I'm spending to acquire a client and comparing that to how much money I'm actually making per client or I need to figure out if my associates are actually making money.

Whilst not technically evolving the field of agricultural law, I like to think that I have been proactive in raising the profile of succession planning and its importance to the extent that the Land Agents, Accountants, Financial Advisers and Clients, with whom I deal know that I am a «woman on a mission», to ensure that succession is planned and does not happen by default e.g. on death with all the appallingly difficult ramifications that can have for both the business and the family.