Sentences with phrase «providing holistic advice»

When Merrill's advisors are providing holistic advice - and this seems to mean cross selling bank and to some extent trust services - they «see an increase of assets by 15 % and a significant decrease in client attrition,» a spokeswoman for Merrill tells FA - IQ.

Larry, can you please advise which Robo Advisors aggregate the accounts from different sources and can provide a holistic advice for example include funds that are in a company deferred program or other brokers?

We provide a partner led approach to completing transactions as smoothly as possible, and provide holistic advice across legal, commercial and technical aspects of the transactions.

Because the compliance function is integrally linked to Legal, business leaders expect GCs to provide holistic advice that takes operational realities into account.

Not exact matches

«That frees up human advisors to provide more holistic financial advice to their clients.»

In this newly revised third edition, Dr. Romm takes a holistic approach, emphasizing natural remedies wherever possible and providing up - to - date advice on herbs that promote wellness during pregnancy, and alleviate such familiar concerns as anxiety, fatigue, morning sickness, and stretch marks.

I could get her advice on things and understand more holistic approaches than my doctor was providing.

Wendy is a certified 200 hour yoga instructor and certified holistic health coach focusing on providing women advice for holistic skin care through all natural approaches.

My holistic advice as an orthomolecular nutritionist is: work less, sleep & relax more, exercise moderately & regularly, and provide your body with an abundance of nutrients from real, unprocessed food.

She develops customized workouts, provides nutritional advice and creates a holistic approach to fitness and personal wellness.

Happy Well Lifestyle provides Holistic health, wellness, nutrition and happiness tips, advice, and coaching for living a happier, healthier, more active life.

The investment advice provided is based on the investor's age, investment horizon and goals, and a holistic view on the investor's entire investment portfolio.

Personal Capital's platform is simple and intuitive and makes it possible for financial advisors to take a holistic look at their clients» assets so they can provide truly personalized portfolio management advice.

All material on this site is provided for general informational purposes only and is not a substitute for advice from a licensed holistic veterinarian.

Provides information on holistic vet treatment, homeopathic remedies for pets, dog and cat health, cat and dog diet advice, pet diseases and treatments, pet allergies, the value of annual vaccinations, long - life pet healthcare, puppy and kitten training etc

You acknowledge and agree that you are not relying, and will at no time rely, on any Released Party to provide you with medical advice of any kind (including advice pertaining to your use of the holistic pet health information), or to advise you of the medical risks for your pet associated with your use of the holistic pet health information.

Carla Brown, partner, Moore Blatch, comments: «We're committed to providing an holistic approach for all our clients and are thrilled that the work we do in helping break down some of the perceived barriers of access to quality legal advice has been recognised by the Law Society.»

In the end, by embracing diversity in all its forms, lawyers have the opportunity to change the face of our profession and provide more holistic advice for the clients.

She provides legal advice which is accessible for clients and takes a holistic approach to ensure survivors of domestic abuse are fully supported and receive advice on the full range of legal and practical options available to them.

In addition to providing expert and sensible legal advice and representation, the firm works closely with various other organisations to offer an innovative and holistic approach towards protecting the brand and intellectual assets of its clients.

Also, estate agent in - house mortgage advisers are rarely able to provide holistic financial advice which, in turn, could severely disadvantage the purchaser.

Melbourne, Victoria About Blog Yield Financial Planning provides expert holistic financial advice that empowers our clients to live better lives.

Mental health professionals and financial advisors - whose advice is often needed but usually provided from the sidelines, if at all - can become part of the lawyer - client team, attend «four - way» meetings, and help participants address issues from a more holistic perspective.

Happy Well Lifestyle provides Holistic health, wellness, nutrition and happiness tips, advice, and coaching for living a happier, healthier, more active life.

The creation of a National Representative Body will provide governments with a national focal point to provide expert advice on a holistic, whole of government basis.