Sentences with phrase «professional advice to your clients»

If you offer specialized services like consulting, teaching or professional advice to clients, you are automatically held to a higher level of duty and accountability.

If you provide a service or give professional advice to your clients, in case their business suffers a loss because of it, you can be sued.

Most resume samples for Derivatives Analyst mention duties like analyzing transactions, enforcing regulatory requirements, reviewing transactions logs every day, and providing professional advice to clients.

Not exact matches

This guilt hurts clients in several ways, she said, causing them to feel too embarrassed to ask for professional advice.

As a professional, you can only be helping out one client at any moment of the day, and since you never get to live the same day twice, you're giving away something more valuable by persisting with a client who doesn't take your advice.

The rule would require brokers and other financial professionals to act with their clients» best interests in mind when giving retirement advice.

In a helpful recent HBR blog post she offered detailed, practical advice for professionals who are looking to regain some scheduling sanity drawn from both her own experiences and those of her clients.

Analysis and insights from our publishing research analysts enable our sales and trading professionals to be well versed in providing thoughtful, well - timed advice and counsel to clients across capital structure.

We also have an extensive referral franchise network filled with industry professionals to help clients get the expert advice needed to make the most informed decisions about low cost franchise opportunities existing in their communities.

Tech startup entrepreneurs should seek professional legal advice when setting up or making changes to their capitalization structure, choosing legal counsel with experience in setting up early - stage ventures and working on investment rounds for their clients.

Given the dramatic changes the proposals make to the structure and planning of professional and private corporations, it is imperative that your clients are aware of the potential changes and they seek advice on how they could be impacted.

Specialized Trade Finance professionals work collaboratively across Transaction Banking within RBC Investor & Treasury Services and RBC's Business Financial Services teams, providing advice and tailor made solutions to commercial, corporate and correspondent bank clients to help make them competitive and successful in the marketplace.

Investing can be risky, and we encourage our clients to seek the advice of their own Investment professional before making any trading decisions.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

The new standards broaden who is captured as a fiduciary, and most notably requires CFP ® professionals to act as a fiduciary at all times when providing financial advice to their clients.

When you work with a Fee - Only Financial Planner, the result is unbiased financial advice from a professional who is committed to acting as a fiduciary in a client - centered relationship.

If this is the case, the client should seek the advice of a licensed professional (DC, DO, or MD) to have the spine addressed.

The Client understands that the Coach is not acting in the capacity of a doctor, licensed dietician - nutritionist, psychologist or other licensed or registered professional, and that any advice given by the Coach is not meant to take the place of advice by these professionals.

-- and I did find this MOU between the BDA and the Vegan Society however it is not a recommendation but rather an agreement to ensure health professionals are aware that a healthy Vegan diet can be planned and that they should have sufficient knowledge of the same to «give clients seeking Vegan - friendly advice the confidence to trust their Dietician».

Online nutrition platform created to serve health, wellness and medical professionals and organizations up to +50,000 members whom are looking to provide nutritional advice, dietary plans, or all - inclusive programs to clients and members.

Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional client relationship.

Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a michael kors handbags professional client relationship.

Modern Man: Mens Style, Gadgets, Dating Advice, Grooming, Money, and Humor S., one of my clients who prefers to remain unnamed, is a well - dressed, successful 40 - year - old financial professional who owns his own house and car.

The best advisors are able to give big picture advice on what professionals their client may need and give them a few possible options.

By paying only a 0.28 % management fee per year, clients gain access to human advice with CFP professionals.

Many financial advisors require a minimum account value before they'll accept a client making it difficult for young professionals to receive financial advice.

The new president also signed a memorandum instructing the Labor Department to delay an Obama - era rule that requires financial professionals who charge commissions to put their clients» best interests first when giving advice on retirement investments.

Even if your profession does not fall into these categories, if you provide advice or expertise that could result in a financial loss to your clients, you should absolutely have a professional liability policy.

You also acknowledge and agree that communications on or through the Service, whether with content providers or other users, are at your own risk and are not covered by any privilege or confidentiality obligation that might apply if you were to obtain your own professional advice (e.g., attorney - client; doctor - patient).

We provide our clients with a wide - range of professional, compassionate veterinary services, access to leading - edge products, experience and advice so you can make informed decisions about the type of care that your pets will receive.

I think it is not possible to fully overcome the challenging nature of my role with clients, but the constant professional updating, both technical and legal, helps to give my clients the best advice I can provide.

Sharing in the proceeds of litigation could tempt lawyers to exaggerate their clients» claims, to suppress evidence, to modify advice given to clients, or otherwise to depart from the professional attitudes and conduct expected of them.

Penticton lawyer Charles Albas has been ordered to pay a fine of $ 7,000 and hearing costs of $ 1,736.25 to the LSBC for professional misconduct resulting from a conflict of interest when he failed to advise a client, who wanted Albas and his wife to share in her estate, to seek independent legal advice.

Ok, so maybe you decided to take my advice and created a blog in order to network with other legal professionals and to connect with potential clients.

Congruent was established in 2013 in response to a growing demand from corporate clients seeking independent, professional advice on banking and financial product risk management & hedging arrangements.

This will allow legal professionals throughout the EU to continue providing the advice and legal representation that is vital to their clients» business and economic interests, and to stability and growth across a range of sectors.»

Advocates offer specialist legal representation and advice to clients of solicitors and of members of certain other professional bodies.

In this episode of The Digital Edge, hosts Sharon Nelson and Jim Calloway talk with Oregon State Bar Professional Liability Fund Practice Management Advisor Sheila Blackford about her advice for attorneys seeking to better manage their client trust accounts.

Nick provides contentious and non-contentious employment law advice to clients, and has particular expertise in advising senior executives in professional services.

Again, this was recorded during a lunch break of a two - day conference, so the audio is not the greatest, but Woody offers great advice for divorce professionals who want to help their clients via collaborative practice and other non-litigation methods.

He allows professional advice on site combined with networked knowledge, allowing his clients to get the best result.

Mediators like accountants plainly fall outside the protection of legal professional privilege, which attaches to communications between lawyers and their clients by virtue of the status of the lawyer as such, rather than merely because a person is giving legal advice.

It is advisable to notify the client in the non-engagement letter that there may be time limitations that apply to their matter, and that the client should seek legal advice from another professional if they are concerned about these time limitations.

Amanda Small is «very professional and excellent at tailoring her advice to ensure that the client understands it», and Simon Daniel (both principal associates) «handles potentially difficult situations with sensitivity, which typically contributes to a collaborative outcome».

This ensures that our clients have unrestricted access to the services they require and are able to contact experienced litigation support professionals for assistance and advice at any time.

Because we are members of the Law Society of England & Wales, which is a designated professional body for the purposes of the Financial Services and Markets Act 2000, we may provide certain very limited investment advice services where these are closely linked to legal work we are already undertaking for our clients.

The event will deliver a platform for legal professionals to discover technology and develop a greater understanding of how technology and innovation can impact them, their firms and their clients, and with the programme packed full of practical advice, eye - opening presentations, and success stories from your peers.

In particular the court referred to provisions in the Code that require agents to encourage clients to seek the assistance of professional advice where appropriate, and another provision that requires agents to verify pertinent facts respecting a property.

For professional advice markets where the fee - earner and client relationship and the ability to sustain and increase justifiable billing are key, individual expertise appears to me to be the critical factor.

Under existing doctrine, it is difficult to reach any other conclusion other than that legal advice from a non-lawyer Attorney General is not encompassed by Solicitor - Client Privilege because a non-lawyer Attorney General does not qualify as a «professional legal adviser».