Sentences with phrase «said clients who»

It has been said clients who seek out a lawyer report that deciding whether or not to seek legal advice was the most stressful part of their entire legal issue.

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

In a recent Focus: Latin America article, «Cuba Opens Further: The U.S. has Continued to Make it Easier to do Business in Cuba,» business litigation partner Aliette DelPozo Rodz says clients who want to do business in Cuba need to be prepared to speak to the right people.

Early adopters, such as Brown, say clients who are unfamiliar with e-signatures need some handholding to get started.

Not exact matches

Conversely, let's say you find out that the client who represents 80 % of your revenue is at risk of cancelling their contract.

Erin Enriquez, who manages a Red Bull account for Terralever, says with Red Bull the company focused on the client's desire to be perceived as technologically forward in its online marketing.

Just recently DeMey, who has a background as an investigator in civil litigation matters, says he was speaking with arepresentative of a placement company and was shocked to hear that the company was not doing background checkson the candidates it submitted to its clients.

«At our client - appreciation events, I made sure that both the front - line team [of salespeople] and behind - the - scenes team [account managers] attended,» says business coach and inspirational speaker Nancy Brunetti, who built a successful financial firm with just 10 employees.

Manlove, who says he sold over $ 10 million in cannabis product as lead salesman at Tradiv, called his roster of clients — cannabis growers, retailers, and manufacturers — and told them he was starting a new business.

«Producers should be excited that about what this means for expanding their business,» says Trina Fraser, a lawyer with law firm BrazeauSeller who has counseled clients applying to be medical marijuana licenced producers.

Sorrell then referenced a speech given by WPP's third biggest client — and the biggest ad spender in the world — P&G's marketing boss Marc Pritchard, who said Google and Facebook were not doing enough to meet advertiser demands around measurement, brand safety, and viewability (the measure of whether an online ad had the ability to be seen by a human).

Premier Alan Carpenter abandoned the economic tigers of India for leopards incapable of changing their spots when he returned home last Friday to deal with CCC findings against his Environment Minister of only a few months, who discussed his need for fundraising with lobbyist Julian Grill while saying he was considering overturning a decision detrimental to one of Mr Grill's clients.

This can be a really cool way for an agency to sell themselves to a client - saying they have somebody in - house who can make custom lettering.

«You don't want to take on a client who has a million in sales and then a million in returns,» says Fox, the CEO of Rockland Credit Finance.

He says Trend Hunter's client advisers are company veterans, editors who have published thousands of articles and, perhaps most important, are young enough to identify with the audiences that brands are hoping to reach.

«Clients ask me about it, and I say I don't offer that,» says Craig Dowden, an executive coach who holds a PhD in psychology from Carleton University.

«This is the first significant decline in the frequency of their use since the onset of the Enlightenment in the 18th century,» Inigo Fraser - Jenkins, a senior analyst at Bernstein who leads the firm's global quantitative and European equity strategy, said in a note to clients.

«When we started marketing that to our pipeline of clients, interest just went crazy,» says Villages vice-president Tracy Mathews, who is also Morse's daughter.

We say, «Look, if we need two days of assistance from people who are working on projects, we can allow project dates to slip a little bit, because there's nothing more important than our clients.

Blodget: And when you talk to agencies and clients there's often finger - pointing as to say who is it that is resisting change and going forward.

«I have three major clients here in the UK who have contacted me recently, personally, and said brand safety is a massive issue and they don't agree with what you just said.»

Financial advisor Tom Balcom, founder of 1650 Wealth Management in Fort Lauderdale, Florida, said he has seen clients who take on their adult child's bills when the children lose their job.

«That's just crazy,» says Jones, who held most of the coins on behalf of his clients at Bitcoin Builder, the service he built to facilitate arbitrage trading at Mt. Gox in its final weeks.

«Last night's death of the health bill is an unmitigated disaster for Trump, who said last year that it would be easy to replace Obamacare with «something terrific,»» Valliere wrote in a note to clients on Tuesday.

Personality tests are a «convenient way to categorize people, but they're not the absolute truth,» says Natella, who puts test scores into context by comparing them with the average scores of his best reps.. The bigger test comes when he puts potential salespeople on the phones for two half days to call potential clients.

«Retail clients, who don't fully understand these products should be protected from going into these products, because if there is a retail client affected in the future, the question will be again who was the bank that sold them these products and then banks will be blamed again for what has happened,» Weber said in reference to some banks being criticized for selling complicated financial products prior to the global financial crisis without explaining them in full.

Drawing from real - life client experiences, Krisay says she has a realtor client who started including information about the homes he was showing (price, number of bedrooms and bathrooms, etc.) and doubled the number of direct leads on his website.

I recently spoke with a client who said no to a speaking gig that would have given her business excellent exposure.

First and foremost, we find out if our client is who they say they are and what their experience is.

«It took a worksheet to come up with a quote for prospective clients,» said Garrett, who no longer serves individual clients.

«Giving referrals is the heart - blood of the adviser business, and it is often the referral from a person you did not expect who becomes a top client,» said Mark S. Germain, CFP, founder and CEO of Beacon Wealth Management.

«The larger exemption provides a lot of planning opportunities for people who own businesses or other assets that they expect to go up in value,» said Michelle Canerday, head of the private client group in Chicago for law firm Nixon Peabody.

Oil analysts at Tudor, Pickering, Holt & Co, who encourage Exxon shareholders to sell, said in a note to clients on Monday that Tillerson's experience could be a benefit to the incoming Trump administration.

«While there are many advisers who collect trailer fees and do a nice job for clients, there are also too many abuses where there's no service provided, even though there's this ongoing fee,» he says.

When I am sitting with a client who says something like, «Rabbi, you sounded expensive when I thought about using you, but I got more in an hour here then 15 hours with that other fellow!»

«For instance, a client who was looking to repair his credit score was planning on charging as close to his limit each month as possible,» he said.

Arruda, who left his job in June to serve as CEO of Ross, says the digital assistant shortens the research time for each case, allowing lawyers to take on more challenging files and preventing client fees from escalating.

Both Ruiz and Cortazzo say they are using variable annuities sparingly with clients at this point, but for investors who are uncomfortable taking on a lot of market risk, annuities can be a solution.

«He's great at getting [clients] to do things, because you just immediately trust Dominic,» says Bob Felton, a semi-retired McKinsey director who met Barton early in his career.

One Northwood client, who asked that his name be withheld, says that following the sale of his transportation business in 2003 for between $ 25 million to $ 50 million, he was surprised how complex and time - consuming managing his new wealth was.

Capalad said she has one client who aggressively trimmed her budget to put away more than $ 1,000 per month toward her upcoming wedding, an amount she plans to redirect afterward toward the purchase of a home.

As for clients who reconsider doing business with Ms. Lebenthal because of her involvement in the women's march, she said, «If that happens, it happens.»

When you're on a sales call with a VIP client who represents a big sale (and a big commission), you make the best impression by listening intently to what he or she has to say, asking incisive questions and paying attention to the answers as if your career depends on it.

«Everything is Amazon these days,» says a senior consumer and retail banker in New York, who asked not to be named as they are not authorised to talk about clients to the media.

Ms. Lebenthal, who runs one of the largest woman - owned brokerages on Wall Street, said she was unmoved by client concerns.

Trump's latest comments appeared to undermine the argument being made by Cohen lawyers, who say their client was Trump's personal attorney first and foremost, and therefore, practically everything Cohen did was protected by attorney - client privilege.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

The eight justices, who open their 2016 - 17 term on Monday, will hear arguments on Wednesday in the case of an Illinois man, Bassam Salman, who prosecutors said made nearly $ 1.2 million trading on inside information about mergers involving clients of Citigroup Inc, where his brother - in - law worked.

Some have started charging mid-size corporate customers, who employ 2,000 to 10,000 people, additional fees for integrating medical claims and pharmaceutical claims when they are managed by different companies, Dross said, and could require those fees for larger clients as well.

«I had a client who wanted a very specific kind of clip included in a two - minute multimedia introduction,» he says.