Sentences with phrase «term goals of clients»

Not exact matches

Respondents answered questions about their company's client service in terms of leadership involvement, technology, priorities, alignment with the corporate mission and goals, their representatives and metrics.

We believe this is the most effective means of ensuring our clients achieve their long term goals.

Clients want advisors «to grasp the broader (technology) trends, zero in on what matters most, and take a more holistic approach to help them at every level achieve their long - term financial goals,» said Mitchell H. Caplan, CEO of Jefferson National.

«These results signify that advisors should continue to remind clients that markets can get turbulent, so they should steer clear of emotional investments and knee - jerk reactions by maintaining a fundamentally diversified portfolio to help them achieve their long - term financial goals.»

Successful traditional investment advisory practices have always focused on providing sound advice over the long term that solves a host of client goals and needs.

When training an athlete or client my goal is not for them to simply listen to every word I tell them to in terms of correcting a movement pattern.

My goal for my clients: (1) to become great planners and organizers; to take control of their life / eating / habits without stress (2) for «long - term - consequence - thinking» to become their norm.

Her goal is to NOT work long - term with any one of her clients, but to get to the root of their health issues and provide them with the knowledge and tools to move forward in health on their own.

Dale often cites the opportunity to work so closely with his clients as they progress toward their short - and long - term training goals as one of the more rewarding aspects of his career as a fitness coach and personal trainer.

After determining a client's body composition in terms of fat weight and lean weight, you can help him or her set a realistic goal for desired body weight.

And while each is unique in terms of personality and traits, our clients do share impressive career successes and heartfelt personal goals.

Most of what they do is get clients to move past superficial requirements like perfect teeth or a certain height and focus instead on what actually plays into compatibility, like similar long - term goals and outlook on life.

Our in - house team of automotive finance professionals works closely and confidentially with each one of our clients to arrange an auto financing or auto lease package that works for the vehicle they want most, without jeopardizing their long - term financial goals.

While our clients are like a fingerprint — no two clients are alike in terms of their credit report, goals and financial situation — there are credit history problems that we frequently see with our clients.

Since 2010, we've guided over 1,200 clients to achieve a level of financial contentment they never thought possible helping them reduce debt, improve cash flow, save, invest and plan for both short and long term goals.

The main goal of a mortgage broker is, therefore, to find appropriate loans at the best possible terms for their clients.

«A big part of our success rate has been that we look at our clients» long - term financial goals,» Troy said.

Your credit report is like a fingerprint — no two are alike, and no two clients are alike in terms of their goals and financial situation.

When I speak with new clients, they almost all tell me that they want me to help them achieve their retirement goals on reasonable terms (i.e., without taking too much risk or sacrificing too much of their current lifestyle).

A lower monthly payment is certainly helpful, but adding a fresh 30 year term can be counterproductive to a client's goal of paying off the home loan and being mortgage free before retirement.

Our goal at Legacy Legal is to see our clients achieve a credit score of at least 700, which enables them to get the most favorable rates and terms for loans, mortgages and insurance and can even help them get a job.

If you have a good adviser and you've been a good client, you already have in place an Investment Policy Statement (IPS) that should remind you of why you invest in the markets in the first place, and what your long term goals are.

Because IFA believes in a long - term approach to the investment process, we believe that pursuing these premiums within our portfolios will be beneficial for our clients with the ultimate goal of creating a positive investment experience.

I suspect that is a losing battle most of the time, because budgets are fixed in the short - run, and many clients have long term goals that they are trying to achieve — actuarial funding targets, mortgage payments, college tuition, cost of living in retirement, endowment spending rule goals, implied cost of funds, etc..

... The key point of this article is that relying solely on a passive strategic portfolio designed to produce near - benchmark returns in a secular bear market will do nothing but guarantee that clients will underperform long - term expectations for an extended period of time and make it likely that they will fail to achieve their financial planning goals.

Our goal isn't to just help you get a car loan and establish your credit score; it's to build long - term relationships with each and every one of our clients.

This investment approach is combined with a team of sophisticated and highly credentialed finance professionals who provide advice that is unbiased and focuses on the client's long - term retirement investment goals.

The goal of our business is to build long term, caring client relationships, achieving excellence in investment management alongside our other investment services covering international sharebroking, investment reviews and family trusts.

Our diverse group of experienced and knowledgeable investment advisors and portfolio managers offer timely, objective financial advice helping clients achieve their long - term financial goals.

We take great pride in helping our clients make their wealth building efforts more efficient through properly structuring the mortgage financing for their real estate investment portfolios (always putting client long - term estate and financial goals at the core of the plan).

The Financial Advisor plays an integral role in developing strong relationships with prospects and clients, guiding them over the course of many years to help achieve their long - term financial goals and educating them about our investing philosophy.

He prides himself on serving the financial needs of clients and assisting them in reaching their long - term financial goals.

Cameron Veterinary Hospital The goal of Cameron Veterinary Hospital is to provide the best veterinary medical service possible by listening to our clients and understanding exactly what they want in terms of life - long care of their pet and communicating genuine caring to our patients and their owners.

It is our goal to provide our veterinary colleagues resources to help educate their clients about the importance of annual veterinary dental care and choosing a professional dental cleaning over the anesthesia free dental cleanings that pose a risk to their pet's long term oral health.

Price proposals for all client options and portfolios weighing up specific client portfolio and financial requirements with the long term goals of their portfolio and the benefit to ClimateCare

The annual LSUC filing does not require lawyers to attest that they have abided by the terms of the oath they swore when they were called to the bar, it does not require them to attest that they have generally complied with the Rules of Professional Conduct, nor does it require them to attest that they have sought to advance any other principles or goals (e.g., justice, access to justice, fairness, quality client service, etc.).

Cloud computing guidance could also include, for example, the inclusion of standard «cloud computing» terms & conditions in retainer agreements with clients that achieve any or all of the following goals:

Successfully settled a $ 20 million plus claim against a health industry client involving non-competition and related claims on terms very favorable to client including new business terms allowing client to fulfill future strategic business goals as part of settlement.

Artificial Lawyer asked ROSS CEO and co-founder, Andrew Arruda, what this latest client win meant and what was the long term goal of this pioneering AI company.

Counsel's goal is to make sure that instructions are given with complete confidence that only the client's best interests are being served, and served in accordance with what really matters to the client — there are always options and they can be tailored to the client's advantage, from agreements to have charges against a c - accused withdrawn, to the return of seized property, to the terms of a probation order and countless other examples.

Counsel's goal is to make sure that instructions are given with complete confidence that only the client's best interests are being served, and served in accordance with what really matters to the client — there are always options and they can be tailored to the client's advantage, from agreements to have charges against a co-accused withdrawn, to the return of seized property, to the terms of a probation order and countless other examples.

We seek to understand and be a long - term partner in our clients» Government contracts business goals, and we recognize that legal guidance must be tempered with an understanding of the company's overall business objectives.

The goal of website optimization is to rank well for search terms that are specific to your firm's practice so that more potential clients end up on your website.

Christian & Small's business and commercial litigation practice thrives as a result of the investment they make to understand their clients» day - to - day business issues and long - term strategies and goals.

And I agree with your assessment: they should look at technology in terms of the most important goal, which is serving clients and improving the way the firm operates to help serve clients better.

Following the footsteps of David and Colleen, ERYOU Barristers develops a sound litigation strategy to meet specific client needs, for short term goals and long range plans.

we talk to our clients frequently, so we remain aware of their current needs and long term goals, and

Even before Google released Panda and now Penguin, the most reliable way to promote long - term goals — both of being found and converting visitors to clients — was to create value through quality, meaningful content.

We work closely with clients, their families and other professional advisers to achieve a whole - life view of care, wealth management, tax and inheritance issues based on each client's individual financial and family circumstances, their long term goals and priorities.

While assisting clients to achieve their goal of settling a current dispute, he motivates them in appropriate cases to pursue the long - term goal of improving their relationship and ability to communicate about decisions that will continue to draw them together.