Sentences with phrase «position of trusted advisor»

However, if you are genuine and sincere in your request for information and advice, you place the person in the position of trusted advisor, a concept that is very flattering to many people.

Not exact matches

You should be prepared to discuss the specifics of the business» financial position with the lender, so any documents you may be unfamiliar with you should consult with a trusted advisor like your accountant or CPA to make sure you understand exactly what the documents suggest about the financial health of your business.

Because of their influential role as trusted advisors, childbirth educators are in a unique position needing up - to - date information about a variety of products and services.

You should be prepared to discuss the specifics of the business» financial position with the lender, so any documents you may be unfamiliar with you should consult with a trusted advisor like your accountant or CPA to make sure you understand exactly what the documents suggest about the financial health of your business.

But this does not accomplish the client's true aim, which is the successful resolution of the client's matter, and it puts lawyers and clients at odds, undermining the position of lawyer as trusted advisor.

In order to have grounds for a lawsuit, however, it is necessary to demonstrate that there was undue influence by those who were in a position of trust and confidence with their victims, such as family members, companions, and financial advisors (California Civil Jury Instructions (CACI) Series 3100).

The New Lawyer is an aspect of Baker McKenzie's brand positioning that conveys our Firm's aspiration to be the partner and trusted advisor of choice for clients facing a world of volatility, uncertainty, complexity, and ambiguity.

• Establishing the position of a market specialist & trusted advisor through deep sector knowledge and a straight forward approach.

As a Realtor, your role as a trusted advisor in the lives of your clients can not be undermined and that's why it's vital that you use your position to spread the word about saving the planet.

That being said, most trusted advisors get to those positions of trust with their clients precisely because they have successfully guided said clients throught the morass of legal / ethical / moral / financial minefields repeatedly over time... these clients don't really care any more about the nuts and bolts of the transactions, just so long as things go their ways.