Sentences with phrase «same as a client»

(50 % + of my total assets and 80 % + of my liquid assets are invested exactly the same as my clients.)

So it's not quite the same as a client portal but it gives some of the same functionality; mainly the concern of course being sharing confidential data.

After 85K spent on lawyers to settle a divorce, I can honestly say that I hope I never need to hire one ever again... because a lawyer's interest in situation is not necessarily the same as a client's interest.

The password would not be the same as the client folder name.

Her ability to earn income will be the same as your client's.

Insist that the deposit / retainer be from a separate cheque and verify whether the drawer of the cheque is the same as the client.

Treat this situation the same as a client with concerns or complaints.

Not exact matches

Gin Lane also requires startup clients to offer it the same protections that seed investors get, such as the ability to make follow - on investments.

Interns may seem like temps in one way, but because they're on a career track, they are often exposed to sensitive business matters and clients — the same as a salaried employee.

Wave also lets users separate personal expenses from business expenses, a key feature for small companies where employees often use the same credit card to take clients out for lunch as they do for buying groceries.

For instance, providing clients with a full update on Tuesday as to project status is effective, but it is not recommended that you attempt to get the client to agree to a major decision the same day.

This investment was in training, coaching, personal development products and specialized consultants, all of which ensured that our internal capability kept growing at the same pace as our big client.

This client is very creative [so] they want to spend the same on the decoration as the venue — so for us that's pure joy!»

The same applies if the attorney is the one accused of committing a crime or fraud as part of their work for the client.

It seems nuts that I have to say this, but those closest to you deserve at least the same level of commitment as your clients and workplace.

Would all my small - and medium - sized clients react the same way as the owners of Linda's company?

How will huge clients like Pepsi and Coke, as well as telecom giants Verizon and AT&T, react to suddenly being under the same agency umbrella?

Rather, it is a sophisticated mind - shift that helps your client see that you have the same goal as they do.

Toronto's Centennial College will also begin offering instruction in Islamic finance this fall, partly due to interest from one of the Big Five banks in helping their staff speak the same language as clients with different financial backgrounds.

«Many of those clients are probably the same age as the advisor, and if they are looking for their teeth and glasses, they don't want to be looking for another advisor,» said Tibergien at Pershing Advisor Solutions.

The same would go for a Navy reservist who joins a private law firm that happens to have a sovereign wealth fund as a client — even if the reservist doesn't work on that account.

As a professional, you can only be helping out one client at any moment of the day, and since you never get to live the same day twice, you're giving away something more valuable by persisting with a client who doesn't take your advice.

Calling myself a writer has about the same impact on a potential client as calling myself a biped.

I also plan my calls to clients, consultants, and producers in the same time block when I'm at my desk anyway, as it's more efficient.

A concierge in the building offers all the same benefits as a hotel concierge, from assistance with getting a laptop table to advice on what restaurant to take a client.

That means good - risk clients are charged the same as poor - risk clients.

Do you treat your smaller clients with the same level of service excellence as your key accounts?

Getting everyone on the same page will allow you to become a key part of the company as the organization risks losing clients, employees and moral if you leave.

As more companies adopt this technology, its's easy to predict that clients soon will demand the same level of responsiveness from all partners.

As of late, I find the same small mistakes coming up repeatedly among clients.

Dear Mark, i do believe in entrepreneurs as i am one of them.I curently operate a dental laboratory in California, that needs funding.I am in the procces of attracting business from dentists i work with through direct mail and telemarketing.I'm setting up a small offshore office to do the marketing part since the overhead is to expensive here.But the manufacturing of the finished products will be done in the USA creating jobs through production.A lot of manufacturing work is done offshore but through line production i'd like to keep the most in here.As an immigrant to this country i'd like to suport it to get back in shape financialy for the future of my childrens.I am also copying an idea i have seen at a large company i used to work.I'm in the process of setting up 2 other companies that will compete with my existing one but since they will be providing same products at different prices will atract different type of clients (dentists).

At the same time, Sorrell may have become a liability, at least symbolically, in an era when big clients under pressure to grow profit margins amid sluggish sales growth turned to agency fees as a seemingly bottomless bucket of cost savings.

Clients may ship their own existing metals as well for the same storage rate as purchasing from Miles Franklin.

No such thing as one size fits all,» says Kirzner, also an advisor to Canadian robo - advisor firm Wealthsimple, which invests clients» money in a range of ETFs using the same investment philosophy.

An additional 60,000 investors were not accepted as new clients by brokers for the same reason over the same three months, NERA says.

Whether it's to measure a campaign's results month over month, or to serve as guidance for the same or future clients, you need to establish benchmarks.

It is only where either a) a money manager has a substantial amount of their own money invested in the same things as you or b) the money manager owns a substantial stake in their firm, so have a longer - term view in the success of the firm and its clients, that you can be confident that your money manager is really working for you, and not taking unneccessary risks.

He also manages additional segregated accounts for pension fund clients run on the same strategy as the Phoenix UK Fund.

Our clients tell us that this makes their customer relationships stronger because now they're always on the same page as their customers.

Performance aside, the intangible brand merits that Swiss banks typically sell their clients on — stability, robustness, history, exclusivity, impeccable service — are much the same as many luxury houses, says Jon Cox, Kepler Chevreux's head of European consumer equities.

Taking a longer - term approach to talent resource development is just as important to the investor as it is to the client: It is hard to conceive of people making sound investment judgments over longer time - frames if investors themselves are not being evaluated and mentored with the same long term philosophy.

Fortunately, there are ways you can build sales as you establish and maintain relationships with your clients at the same time.

Most paid search companies probably won't take on direct competitors as clients at the same time — if they do, then that's probably not a good idea — but if they have worked with your competitors or similar companies previously, then that would be a plus.

CWB Financial Group is committed to implementing FATCA while at the same time ensuring that our clients are impacted as little as possible.

Taking into consideration WeWork's Finance Chief's recent statements about not making a profit, seeing WeWork's desperate attempts at attracting new clients to fill up its spaces, and Neumann's claimed sale of shares, the question is: Is WeWork headed in the same direction as Ouvah?

An advanced profile for individually assessed clients which enables the client to do the same as the basic profile and to write (sell / short) options and receive margin benefits on option strategies (combinations of options and / or underlying positions).

So we buy for our clients the same securities as in the personnal portfolio of the money manager (the Rochon portfolio).

In this same connection Rogers discusses the possibility that the real essence of therapy is not so much the clients memory of the past, his explorations of problems, or his admission of experiences into awareness as his direct experiencing in the therapy relationship.

For both this implies at the same time a certain distance and absence of emotional involvement — an experiencing of the feelings from the side of the client without an emotional identification that would cause the counsellor to experience these feelings himself, as counsellor.

At the same time, the psychologist I am seeing says out of her clients with women who are faced with dsifficulties with bosses it is mostly with female bosses, as women who have been opressed, then overcompensate and become opressorse themselves.