Sentences with phrase «plans following each client»

Not exact matches

Why I ignored it: «I learned very quickly that all the best - laid plans, from your own business growth to your client campaigns, sound ideal — but too often there are unforeseen circumstances that require taking a second look, rejiggering your strategy and simply following your gut.

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.

Follow Kevin for insights on workplace trends, client case studies, best practice retirement plan design and financial wellness.

Follow Kevin on LinkedIn for insights on workplace trends, client case studies, best practice retirement plan design, and financial wellness.

Thus, the investor is less likely to panic, dividends can be reinvested, dollar cost averaging plans followed, and the wealth manager has protected the client from their psychological urge to «conquer» the market by trading trends.

Demand for GVT will grow due to the following factors: well - thought - out development and marketing plan, an active client base & increase in our network members» trading volume.

When planning for the future, it's worth considering the following possible public policy risks that could affect your clients» ability to save for retirement and the money they have available to spend in retirement: Will income tax rates rise with current government deficit spending?

The Firm's business continuity plan addresses the following elements: all mission critical systems; financial and operational assessments; alternative communications with clients, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring that clients have prompt access to their funds and securities if the Firm is unable to continue a securities business.

Mr Pratt also has plans to buy or establish more factories in Asia and is investigating options in Indonesia and Thailand, following the company's Australian clients there.

CLIENTS Consultancy and (inter) national assessment studies have been done for inter alia the following clients: IIASA (International Institute for Applied Systems Analysis), SEI (Stockholm Environmental Institute), Rathenau Institute, EC - JRC (European Commission, Joint Research Centre, Ispra); US - EPA, RIVM (National Institute of Public Health and the Environment, The Netherlands), PBL, EL&I - nVWA, VROMRaad (Advisory Council of the Ministry of Housing Physical Planning and Environment, The Netherlands), SENTER NOVEM, French Ministry of Environment; Norwegian Research CCLIENTS Consultancy and (inter) national assessment studies have been done for inter alia the following clients: IIASA (International Institute for Applied Systems Analysis), SEI (Stockholm Environmental Institute), Rathenau Institute, EC - JRC (European Commission, Joint Research Centre, Ispra); US - EPA, RIVM (National Institute of Public Health and the Environment, The Netherlands), PBL, EL&I - nVWA, VROMRaad (Advisory Council of the Ministry of Housing Physical Planning and Environment, The Netherlands), SENTER NOVEM, French Ministry of Environment; Norwegian Research Cclients: IIASA (International Institute for Applied Systems Analysis), SEI (Stockholm Environmental Institute), Rathenau Institute, EC - JRC (European Commission, Joint Research Centre, Ispra); US - EPA, RIVM (National Institute of Public Health and the Environment, The Netherlands), PBL, EL&I - nVWA, VROMRaad (Advisory Council of the Ministry of Housing Physical Planning and Environment, The Netherlands), SENTER NOVEM, French Ministry of Environment; Norwegian Research Council.

Since I spend my days at farmers» markets and cooking with my clients, I've found the following tips helpful to both my shopping and meal planning:

Gelbrand doesn't have a specific diet plan, but his advice to his clients is to follow a balanced diet.

After reviewing your Client Assessment Form and learning about your nutrition and wellness goals, Frances will provide a personalized plan for you to follow.

One of the questions I am most frequently asked is do I really need a personal training program to achieve my goals and the honest answer is yes because after 20 years of training clients I can tell you that the biggest mistake people make is not following the correct exercise and nutritional plan for their individual body type, metabolism, age, life style and goals.

My solution with the client was as follows, our customized active recovery plan, and reverse dieting plan.

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

I often hear from my weight loss clients how amazing and regular their periods are just from following their meal plans and my supplement protocols.

Melany's love for cooking also enables her to create flavorful menu plans that are easy to follow and tailored to her clients» busy life styles.

Students are required to submit an in - depth outline of the intake process, interviewing method, coaching skills used, a copy of the forms / questionnaires used, and all dietary / lifestyle recommendations including follow up schedule, and plans for client adherence.

My clients follow a strategic plan designed for the express purpose of obtaining their OMEGA bodies.

So listen, here is what you need to win if you want to follow the same plan that I used to lose 70 - lbs of fat permanently while reshaping my physique and increasing my productivity dramatically; and these are also the same techniques that I use on my clients in order to achieve similar results by exercising less & eating more!

Her coaching style is action - oriented, meaning she creates a concrete plan for her clients to follow during a six - month period.

The process of building teacher capacity begins with an assessment of client teacher needs, followed by the development of client goals aligned with the domains of professional practice: planning and preparation, classroom environment, instruction, and professional responsibilities.

While this may raise some eyebrows from people who are concerned about the ethics of working with two distinctly different types of authors, most of Red Adept's clients for both traditional and self - publishing assistance know before they contact the company which route to publication they plan to follow; more and more authors are heading into their writing careers seeing either route as a viable option.

This could be following up on pitches (I pitch books mid-week, never Monday or Friday), chasing contracts and money, organizing promotional plans for a client's book with marketing and publicity, chatting with my colleagues about their work, forwarding reviews of client books to our foreign rights manager for her book fair catalogues, consulting with clients about cover design, talking to clients about new book ideas and many more things!

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!

This is done through education, negotiation, and coming up with a debt management plan for the client to follow.

The following organizations recommend our one - of - a-kind financial planning software to help their clients move toward achieving their financial goals.

The savings plan you are expected to follow will be detailed in your Client Agreement.

More than three - quarters (77 %) of the 69 consultants surveyed said target - date fund reviews are the top priority over the next year for their plan sponsors clients, closely followed by an evaluation of investment fees (73 %).

The services to be provided by Recipients may include, but are not limited to, the following: assistance in the offering and sale of Fund shares and in other aspects of the marketing of the shares to clients or prospective clients of the respective recipients; answering routine inquiries concerning the Funds; assisting in the establishment and maintenance of accounts or sub-accounts in the Funds and in processing purchase and redemption transactions; making the Funds» investment plan and shareholder services available; and providing such other information and services to investors in shares of the Funds as the Distributor or the Trust, on behalf of the Funds, may reasonably request.

While her fees vary according to client needs, Martin typically charges about $ 3,750 plus HST to prepare a comprehensive financial plan with a few years of follow - up monitoring and check - ins for a middle class couple with kids and reasonably straightforward planning needs.

Following an emerging pattern among wirehouses, UBS Wealth Management plans to trim the number of mutual funds listed on the platform advisers use to select investments for clients.

Before a client rushes to fund a backdoor Roth IRA, however, it's important that he or she understand that even this so - called «backdoor» strategy is subject to IRS rules and restrictions that must be followed to avoid turning a valuable retirement planning strategy into a tax setback.

We offer Care Credit which, following pre-approval, has «no interest» payment plans available for clients, as well as an extended payment plan at a fixed interest rate equal to, or lower than, most major credit cards.

They then spend time with every client so they have realistic expectations, understand the importance of compliance and follow - up with visits to ensure the treatment plan is on track.

Plan Types vary, but currently include the following: additional options may also be available, please talk to the client care team member helping you with the application

Years of experience have shown me that my clients are far more likely to follow treatment plans and practice at home when they find the exercises enjoyable.

That comes not only from a strong business plan, but primarily from the loyal following they built by giving their clients the vacation of their dreams.

By following this simple five - step plan, junior associates can start learning client development skills and building a network now.

As the result of strategic planning studies and retreats planned and facilitated by Joel Rose & Associates, Inc., many financially and professionally successful mid-sized law firm clients have gained a significant competitive edge by developing and implementing the following «quality service oriented» strategies that were especially designed to serve the best interests of their clients, attorneys (partners and associates) and support staff:

Legal Week reported Thursday that law firm DLA Piper, which will become the largest in the world following a merger with its Australian partner DLA Phillips Fox, has distributed to partners a 2011 - 2014 strategic plan that contains an interesting requirement for new clients:

The following is an abbreviated presentation of marketing plan objectives and strategies prepared for one of the author's mid-size law firm clients.

not delving into the client's long - term plans for the property, and then failing to follow up on appropriate zoning or bylaw searches to ensure the client can use the property as intended;

Other firms attempt to apply peer pressure by publishing lists of lawyers who are dilatory in turning in timesheets, billing clients and following - on accounts» receivables, personal business plans, etc..

In this section of your marketing plan, define your approach to outreach, lead nurturing, follow up, consultations, client intake, etc..

Fladgate is delighted to announce that the following partners will feature as «Leaders in their Field» in the 2010 edition of Chambers UK — a Client» Guide to the UK Legal Profession, due to be published in October 2009: Gillian Birkby — Construction Mark Buckley — Sport Alan Erwin — Construction Mark Harnett — Planning -LSB-...]

Since 1983, our attorneys have assisted clients with a wide variety of estate planning matters, including the following:

The ability to deliver end - to - end marketing campaigns that are created with clients across all stages of the marketing process — from planning to execution to post-campaign follow - up — is the future of our industry.

Following the footsteps of David and Colleen, ERYOU Barristers develops a sound litigation strategy to meet specific client needs, for short term goals and long range plans.