Sentences with phrase «recent client conversations»

Stepping back from the market action, we want to pause for a moment and share some thoughts about longer - term investment strategy that have been part of our recent client conversations.

Not exact matches

A recent example was a conversation I had with a potential client in Connecticut where I used to live and help run a golf tournament.

Russ shares three themes that have emerged from his conversations with numerous clients following the market drama in recent weeks.

My recent conversation with a client is a perfect example of this «disconnect.»

In recent weeks, I've had several dozen meetings and conversations with clients, during the course of which several consistent themes emerged.

Russ shares three themes that have emerged from his conversations with numerous clients following the market drama in recent weeks.

Take a quick dive into recent product evolutions and how to identify the best clients to engage for conversation.

In a recent article written publishes by BD Nationwide, Lynda Nelms discusses a conversation with one of her clients which loan was best for him.

The inspiration for today's blog post was a recent conversation I had with another planner about determining an appropriate time horizon for a client's retirement plan.

«The idea is that if you can combine all this information about lawyers, law firms and clients in one place, then the whole will be better than the sum of its parts,» Eric Ryles, vice president, customer solutions, ALM Intelligence, told me during a recent conversation.

In recent months, I have engaged many of our law firm clients in direct conversation about the level of adoption of eDiscovery within their firms.

Brief «alerts» about changes in legislation and recent cases that may impact another partner's clients may lead to conversations with the client about how Lisa could assist the client.

Recent conversations I have had with CEOs and presidents of our recruiting firm's client hiring companies also reflect the following trends and thinking:

Here are a couple of examples from recent conversations I've had while coaching clients on their leadership effectiveness:

In recent coaching conversations, my attention has been on how my clients are handling transitioning into their new role: Address Vulnerability: It is easy to focus on delivering your promise in the first 30-60-90 days.

As I finally began to enjoy the ride, I let my mind wander to a recent coaching conversation where my client shared how fear gripped her as she wondered if there was another job for her out there.

The word «collaborative» is frequently misunderstood, as evidenced by a recent conversation that I had with a prospective client.