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.