Sentences with phrase «practice meets its financial objectives»
Bringing a verifiable track record of maintaining adequate staff levels for the practice, coordinating scheduling and follow - up duties, handling patient inflow and ensuring that the practice meets its financial objectives effectively.
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Client Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.