Sentences with phrase «refer clients to qualified»

Unless you have special expertise in these areas, refer the client to a qualified professional.

Not exact matches

(The CAPPA CLE ® does not prescribe, treat, nor diagnose breastfeeding related conditions and is trained to refer clients facing circumstances that require this degree of intervention to a qualified professional, such as an IBCLC.

if problems with their credit reports are prohibiting someone from being a more highly qualified client, for you; refer them to us.

Current Blooom members can get a free $ 10 Amazon Gift Card for each new Blooom customer that you refer, and your referrals do not have to become Blooom clients in order for you to qualify for the $ 10 Amazon Gift Card reward.

For example, if a mortgage broker can not help a prospect qualify for a home loan because of a less - than - perfect credit score, he can refer that client to a credit repair company.

And, if you have a client or customer experiencing difficulty qualifying for bank financing, please refer them to Excelsior Growth Fund.

When done properly, Internet marketing for lawyers will bring qualified visitors to your website, but it's up to you to provide quality services so clients will refer your law firm and also come back should they need a lawyer again.

After qualifying as a referral partner, LeanLaw will refer small law firm clients who need to find the appropriate accountant / bookkeeper to help them manage their invoicing / billing workflows and work in QBO.

In my experience, clients appreciate my ability to refer them to another lawyer who is qualified and wants to handle their matter.

For instance: a personal injury and clinical negligence practice might have health care professionals; a matrimonial practice might engage qualified counsellors; a criminal practice might have former police officers; and other firms might include the services of accountants, estate agents and engineers — not as referred services, but as an integral part of their delivery to clients.

• Hands - on experience in evaluating work skills and capacities and formulating dedicated vocational plans for each client • Proficient in analyzing information received from referring sources and developing vocational diagnosis • Demonstrated expertise in soliciting jobs from local employers by performing thorough research activities • Qualified to handle complex cases by ensuring that every aspect of diagnosis, plan development and client placement is handled in a professional manner

If you have a client to refer yourself, there's even a section that will help you develop a referral request that will help you identify the most qualified writers to recommend.

Office of Income Maintenance / State of Pennsylvania, Norristown • PA 2003 — 2006 Income Maintenance Case Worker Provided public assistance program support, interviewed candidates, established and maintained client «Agreement of Mutual Responsibility», assisted clients to identify and remove barriers to financial self sufficient goals, determined qualifying assistance programs and referred to appropriate and available services.

Sydney, Australia About Blog The Business Mastery Blog is aimed at the Small to Medium Business Entrepreneur who wants to grow his or her brick and mortar business leveraging Exponential Marketing Strategies to get unknown suspects to become qualified prospects who then become willing, paying clients who in turn refer others automatically and systematically.

I even referred out business to the other end of Brampton, rather than take on a fiduciary relationship where I didn't feel qualified to represent those clients.

They can work with or refer the client in - house to a member of our ICI division, knowing that their client will be serviced by an experienced and qualified ICI professional.»

We ensure that only the most qualified home inspectors are being referred to assist the real estate agents» clients to deliver the kind of customer experience that reflects positively on any real estate agent.

Having a solid bank of qualified industry professionals to refer your clients to (this includes loan brokers, home inspectors and title insurers)

The first misstep was not referring your client to a fully qualified insurance consultant or broker before the offer to lease was signed.

TIP: Develop lists of qualified experts, such as lawyers and home inspectors, that salespeople can refer clients to.

«Referral networks offer two distinct points of value to agents: They provide a reliable source for referring prospects and clients out to other qualified agents, and they also provide a solid source of inbound referral business,» according to the report.