Sentences with phrase «planning clients»

Ensure you have some helpful information for estate planning clients on your website.

The image above is one look into our interactive financial planning client portal.

The fiduciary standard offers retirement planning clients peace of mind.

She organizes her «booking specialists» into teams of three to six who work together on planning client trips.

I have made floor plans to a house so that the client could choose which floor plan the client liked before it was sent to an architect.

My estate planning clients range from the very modest to the very wealthy.

What will you do if your estate planning client calls in the middle of the night because a family member was arrested?

During those 90 minutes, focus on one activity, whether it's generating leads or planning a client party.

I strongly advocate to my readers and to financial planning clients that they use an investment fund based strategy that is very low cost, fully passive, and globally diversified.

Currently, more than 150 advisors nationwide have partnered with us in serving their retirement plan clients.

These areas of the law require a clear understanding of a client's needs and goals, which is why our estate planning clients work extensively with an experienced attorney.

For financial planning clients with less then $ 500,000 in investible assets, David will recommend an appropriate low - cost investment strategy.

With a customer base of 17,000 across 1000 cities of India and a daily turnover of $ 2500 Crore, Trade Smart Online charges 0.007 % or $ 15 per executed order depending on the kind of plan the client has opted for.

Eugene Lundrigan is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefit pension plan clients and other institutional investors.

Areas of Expertise: Marketing Management Strategic Planning Client Management Team Leadership Project Management Digital / Social Media / Email Programs P&L & Budget Control Website Development & Implementations A / B & Multivariate Testing ROI Analysis User Experience Optimization Cross Functional Collaborations

Answers to the questions our debt management plan clients ask us most often (and perhaps some you may not have thought of asking!)

It must be submitted with the appropriate completed NextGen College Investing Plan Client Direct Series Account Application.

We see them most commonly in busy real estate practices, where rushed lawyers miss deficiencies in a condo status certificate, misread a survey, or don't find out the long - term plans a client may have for a property (so that they can ensure those plans are viable).

Out of the four million family planning clients whom Title X serves, more than half arewomen of color: 21 percent of all Title X clients identify as Black or African American, and 30 percent identify as Hispanic or Latino.

Hear some ideas on how to plan client appreciation events then follow up with photos and Facebook postings.

Many estate planning clients own small businesses.

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.

Under the new DOL rule, when a registered investment advisor («RIA») with an existing plan client offers rollover advice to the plan's participants, it would be customary for the RIA to earn a higher rate of compensation from the rollovers.

If a program sponsor or advisor earns any kind of variable compensation from its IRA or plan clients under its managed account program, it would need BIC relief.

Note: Investment management is an available feature for my Financial Life Planning clients.

Since I'm a service - based business, I know my team can handle only 100 financial planning clients per year to ensure we're providing the level of service I want and still maintain my ideal lifestyle.

WHILE TALKING RECENTLY to an estate - planning client about investments costs, she showed me a letter from her financial advisor stating that he charges her 1 % of assets a year.

Prior to joining Schwartz Investment Counsel, Inc., in 1987, he spent four years as an investment counselor with Securities Counsel, Inc., where he managed portfolios for pension and profit sharing plan clients.

Later, some of my financial planning clients forwarded a recent email newsletter promotional piece from Dan Wiener.

The fund is also available to retirement plan clients through the National Securities Clearing Corporation (NSCC).

Tips for advisors saving financial planning client computer files are here.

I just finished putting together an elaborate travel itinerary to Italy for one of my travel planning clients.

When she's not writing or traveling, she works planning clients» trips to Africa as a job, in a workplace surrounded by fellow travelers.

I help my estate planning clients arrange their affairs so that their assets are handled as they wish when the client dies or becomes incapacitated.

When you become a Zaliet Platinum Plan client you gain access to a variety of support channels to assist you when needed.

When you become a Zaliet Premium Plan client you gain access to a variety of support channels to assist you when needed.

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.

«They will change how in the future you will plan client situations,» declares Richard Niedermayer, a Halifax, N.S., estates lawyer with Stewart McKelvy.

Planned client recognition events from sending invitations to current clients to providing event site recommendations.

Basic # 80 - 100k OTE # 150 + uncapped + equity options Sales Director - I.T. Contract Recruitment Due to achieving their expansion plans my client a niche European Contract Recruitment company based in the City are looking for a high - level Sales Director.

Plans client site inspections, participates in the planning of client events, and serves as liaison between Catering Manager and client

The most common plan our clients use is to pay 50 % of the total service fee (plus any applicable sales tax) at the time of booking and then the balance before the project draft is due.

Developed / Planned client roadmapping strategies to effectively position consulting and post production support services for Workday HR and Financial solutions