Sentences with phrase «reports on client»

Critical reflection activities include workshops and small group discussions, reflective journaling, in - depth reflective essays on ethical vignettes, reflective reports on client consultations, and self - assessment learning contracts.

¥ Generated regular reports on client activity.

You could create reports on client referrals, operational expenses or anything else that you would normally use a spreadsheet for.

DisputeValet software will enable you to find, dispute, correct complex errors, locate fraudulent claims, and identify unverifiable data reported on your clients credit reports.

To aid them in deciding whether or not to extend credit and at which interest rate, lenders purchase credit reports on their clients and applicants from the credit bureaus and review the credit history reported by the latter.

You should not, however, get involved by filing the report on your clients» behalf.

There is a pretty simple solution (not that the unauthorized outfits would follow it)-- you have to prominently display a link on the front page of your website to an audited report on your clients» aggregate performance.

NPS is unique because it offers standardized measurement and reporting on client satisfaction and service quality that can be applied across the legal industry as a whole, at the firm - level, within specific practice areas, even by partner or associate.

Moreover, over a quarter (28 %) say that increased time — between 3 and 4 working days — to identify and compile a report on a client that posed a regulatory risk could strain sales and compliance teams, with the potential for revenue loss.

(Remember that you must keep a separate ledger for each client and report on each client's funds separately.)

Your firm can decide which companies should be subscribed to compliance reminders and registered agent services, and you can file an annual report on your client's behalf.

· Managed search engine programs such as XML Sitemaps, shopping feeds and webmaster tools for diagnostic reporting on client projects, and social media tools in support of the clients» social media strategy

Analyzed and reported on client website and social media analytics using Google Analytics and other website and social analytic tools.

Not a true dashboard, the program gives sales associates a simple set of left - hand navigation links that take them to key reports on clients, contracts, earnings, and billings.

Not exact matches

Bloomberg reported that those working with clients in the healthcare industry could see as much as 20 % extra on their paychecks, according to an Options Group report that projected the largest pay raises and cuts.

«Most companies in our coverage reported solid core product trends and in - line / better - than - expected earnings per share, augmented by a greater - than - expected tax benefit,» Schott wrote to clients on Wednesday.

CEO Mike Corbat is concerned about «the message the executive order sends» as well as the impact immigration policies might have «on our ability to serve our clients and contribute to growth,» he told employees in a statement Monday, according to a report.

At the same time, this outline format can be used at any time later on to build on clients» feedback and to report necessary changes to different departments or teams.

Topics included: early reporting on inaccuracies in the articles of The New York Times's Judith Miller that built support for the invasion of Iraq; the media campaign to destroy UN chief Kofi Annan and undermine confidence in multilateral solutions; revelations by George Bush's biographer that as far back as 1999 then - presidential candidate Bush already spoke of wanting to invade Iraq; the real reason Bush was grounded during his National Guard days — as recounted by the widow of the pilot who replaced him; an article published throughout the world that highlighted the West's lack of resolve to seriously pursue the genocidal fugitive Bosnian Serb leader Radovan Karadzic, responsible for the largest number of European civilian deaths since World War II; several investigations of allegations by former members concerning the practices of Scientology; corruption in the leadership of the nation's largest police union; a well - connected humanitarian relief organization operating as a cover for unauthorized US covert intervention abroad; detailed evidence that a powerful congressional critic of Bill Clinton and Al Gore for financial irregularities and personal improprieties had his own track record of far more serious transgressions; a look at the practices and values of top Democratic operative and the clients they represent when out of power in Washington; the murky international interests that fueled both George W. Bush's and Hillary Clinton's presidential campaigns; the efficacy of various proposed solutions to the failed war on drugs; the poor - quality televised news program for teens (with lots of advertising) that has quietly seeped into many of America's public schools; an early exploration of deceptive practices by the credit card industry; a study of ecosystem destruction in Irian Jaya, one of the world's last substantial rain forests.

I was talking to someone earlier today, and said I'm getting clients asking to report on my recent trip to Asia, and one of the questions is what's the catalyst to make the market go up — that kind of magic - bullet question.

As a solar consultant, you can basically conduct a home inspection and give clients a report on their solar options for their particular home and site.

TD Ameritrade beat on the top line with $ 22 billion in net new client assets, but missed on the bottom line by $ 0.01 The firm also reported 943,000 client trades per day, beating the 931,000 Wall Street projected.

Reuters reported on Monday, citing a Treasury source, that Italian authorities will intervene with public money if necessary to ensure the continuity of the bank and to protect clients» savings.

«We expect investors will ignore the EPS slowdown given one - time hurricane effects and the focus on benefits from corporate tax reform,» a group of the firm's strategists led by David Kostin wrote in a client report, noting that optimism around tax measures was crucial in the S&P 500's ascent to new records last week.

Survey respondents also reported being 18 % more likely to believe their company's priority was on making a positive impact on clients, and 30 % less likely to believe their company's top priority was meeting short term financial goals.

M&A bankers say their clients are asking them to pitch Jeff Bezos on a deal, Financial Times reports.

«Our «rational exuberance» rests on a combination of above - trend US and global economic growth, low albeit slowly rising interest rates, and profit growth aided by corporate tax reform likely to be adopted by early next year,» Kostin said in a report for clients.

«We're seeing a growing number of instances where contractor personnel are being bribed to steal» data from their clients, warns Jay Heiser, a research vice president with Gartner, the IT research and consulting firm, who recently wrote a report on data security.

What have past entrepreneurs, current direct reports, customers, clients, and business partners commented on?

While putting together Firebrand Group's Future of Artificial Intelligence report for our clients (you can get an excerpt, focused on retail innovation, here), my team and I reviewed nearly 100 brands engaging in some form of retail innovation.

In September, Deloitte, one of the world's largest accounting firms, reported that hackers breached the company's email, accessing sensitive information on 350 clients, including the U.S. government, banks, and other corporations.

U.S. investors would be willing to put up to $ 650 billion into sustainable investing today if there were more reliable research on the niche and clients demanded it, according to a recent report from Hope Consulting, a boutique firm in San Francisco.

Aside from the percentage of the loss, clients receive detailed reports that break down what caused the loss, when demand for specific drinks is rising or falling, and how much inventory is still on hand, among other things.

With an all - star client roster across a multitude of industries and cities, Lionbridge needed to ensure that their marketing reports were as top - notch as their translation services when they brought on BrightFunnel.

Perhaps your boss lashed out at you during a heated discussion; or your direct report started to cry during a performance review; maybe your client hung up the phone on you.

Since that time and after years of dedicated service to his clients, Jim has been named on numerous occasions by Robb Report Worth Magazine as one of the top Wealth Advisors in the United States.

Tracking your freelancers» time keeps you up to date on the tasks they are working on, provides you with a detailed progress report, and gives you the ability to send their work along to your clients to make sure they are heading in the right direction with the assignment.

She worked closely with the firm's investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.

We provide accurate estimates and client contact reports based on a clear understanding of each project, and we don't miss deadlines or objectives.

In a note to clients on the ADP report, Chris Rupkey, chief financial economist of Mitsubishi UFJ Financial Group, said, «Employment wouldn't be growing this strongly unless companies were able to find workers among the unemployed or draw on those out of the labor force.»

- 00:33:50 How more COI / SOI prospects are using home valuation tool after receiving market reports - 00:34:38 Lisa shares how she works her past clients - 00:34:44 Lisa shares postcard farming - 00:39:00 Lisa shares how she streamlines her follow - up process by using one CRM - 00:39:28 Lisa and Jeff share how to keep a positive mindset - 00:43:37 Lisa shares the importance of role - playing - 00:45:10 Lisa shares the positive affirmations that work well for her and her team - 00:46:04 Jeff defines a positive affirmation and what that means for an agent - 00:48:21 Lisa shares how she became confident during her first year of business and how the business became scalable - 00:50:37 Lisa shares an example of the type of postcards she sends out - 00:52:51 Lisa talks about how the market reports are created - 00:55:35 Lisa shares her tips on hiring ISAs - 00:58:10 Lisa talks about how many agents she has now and when she knows to add another agent

Advisors report their typical clients with variable annuities have, on average, $ 1.7 million in assets, are 55 years of age and have an average of 13 % of their assets in variable annuities.

Public Citizen also reports that Ann Donaldson, one of those 12 Jones Day lawyers who joined the Trump administration all at one time on Trump's inauguration day of January 20, 2017, counted among her clients Freedom Partners and the Koch network's data firm, i360.

Cambridge Analytica counts among its clients the U.S. State Department, and has been reported to have communicated with British Prime Minister Theresa May, pictured here with Secretary of State John Kerry on July 19, 2016.

Rudolph Giuliani cast doubt Thursday on a report that the feds wiretapped President Trump's personal lawyer — and said doing so «would make a mockery» of attorney - client privilege.

But all those connections, according to a U.K. Financial Conduct Authority report earlier this year, were merely «intermediaries that traded on behalf of undisclosed underlying clients.»

As for whether or not the increased cost will put a damper on current and potential subscribers» enthusiasm for Prime, it's not likely, according to analyst Doug Anmuth, who wrote in a note to his clients that «we do not expect the company to get much of a pushback from consumers given the increasing value of the service,» CNBC reported.

«On the tech side, what used to be acceptable was a client being allowed to log into his advisory account and getting a report quarterly — «Here's how you did compared to the S&P,»» Brown says.

I can't say just where I heard the news first, but the reports hit almost at once: posts on social media, emails from clients, calls for comment from the press, communications from the Bitcoin Foundation's PR team.

Sensient (NYSE: SXT) Rating Upgrade In a report shared with investors and clients on Monday morning, Gabelli stated it was upgrading Sensient (NYSE: SXT) stock from a Hold to a Buy.