Sentences with phrase «then referred their clients»

The realtors and builders then referred their clients to their own title companies.

Not exact matches

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

Existing BMO Investorline clients who refer a «friend» who then opens an account, (and the «friend» too) can qualify for a cash bonus, depending on the deposit amount.

Many times towards the end of my credit program I ask a client who was the person that referred them to me if I don't have access to the information right then.

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

Mercer Bullard, president and founder, Fund Democracy, said: «Brokers are supposed to work for their clients, but when recommending a generic product such as an index fund, they refer their clients to more expensive funds and then collect sales charges to boot.

A key question, then, for veterinary professionals who need to refer their clients to a dog trainer or behavior consultant, is whether they will refer to those who promote methods that include pain and fear as a means of motivation, or those who use more progressive methods that rely on scientifically - supported protocols based on positive reinforcement and seek to do no harm.

We believe we'll be able to provide better customer service by providing autopsy results to a referring veterinarian who can then interpret the findings to the client.

In recent years, legal health check - ups, for example, have enabled community groups to identify people among their clients who may have legal problems and who can then be referred to the clinics.

If the client's needs would be better suited to a firm providing full - service representation, then it is the attorney's responsibility to refer the online client to another practice.

When we opened our doors back in 2012, it was just Betsy and I and it was distributed in the sense that she was in D.C. at the time and I was in South Carolina and so the decisions that we were making in terms of the back office needs of the firm, time keeping and file management and even faxing and telephones all had to be through systems that would work with having two people in two physically different locations, and it was sort of very much when people found out that we had opened our doors it just kind of exploded and existing clients grew and started referring in areas that we didn't previously have clients, or cases, in and we would have to hire more people to staff those cases and the more people came with additional bars and then clients found out about those bars and then they gave us cases in those states and so it sort of has just grown.

But they'll refer to services rendered in a lawyer - client relationship but then go on to expound that there are other professional services such as activities as a mediator, arbitrator notary public, receiver.

Then, you get to serve families and business owners in your community in a way that has them give you gits, refer you to all their friends, family, clients and colleagues, be so happy to be working with you.

His Honour Judge Hodge QC referred to County Personnel (Employment Agency) Ltd v Alan R Pulver & Co [1987] 1 WLR 916 at 922E, in which Bingham LJ said that: «If in the exercise of a reasonable professional judgment a solicitor is or should be alerted to risks which might elude even an intelligent layman, then plainly it is his duty to advise the client of these risks or explore the matter further.»

Clients will be persuaded to do their own legal work using information technology and to seek legal advice only when complications arise (and even then, they will generally be referred to telephone advice services); and

Now check the list of your most profitable clients to see which ones have referred work to you, then go through that list looking for things they have in common.

When you obtain feedback from clients on a regular basis throughout the engagement and then follow through on that feedback, you will forge better relationships with clients and make it more likely that they will return to you for additional work or do your marketing for you by singing your praises and referring others to you.

A Star investigation found that Diamond has for many years been attracting thousands of would - be clients and then referring cases out to other lawyers in return for sometimes hefty referral fees.

Those clients then do our advertising by «spreading the word» about our firm and referring their friends and family.

If the lawyer's agree among themselves, with the client's consent and knowledge, to split the fee 1/3 and 2/3 then the lawyer doing the work would get $ 22,222.22 and the referring lawyer would get $ 11,111.11.

Joseph Neuberger can refer clients to family law lawyers who are experienced with high conflict divorces where special expertise is required to fend off false or misleading allegations, and then we are able to work with family law counsel to develop a comprehensive approach to protecting and thus defending our clients.

It only applies to the merchants which are already referred and are mutual clients of Company and Provider, but if the agreement was terminated would not the Provider want to switch to a different merchant company and take their clients with them, and in a case like this the Partner would have to refuse service to the client in order to avoid the clause, and yet if the client chose to use a company which is partnered with the Partner then, even though the Partner did not «solicit» them to switch, it would appear that the Partner is held liable for the solicitation of the switch and the thirty times fee would come in to effect.

But then they will also use questions that may refer directly to clients they are working for who have specific needs in mind.

Sydney, Australia About Blog The Business Mastery Blog is aimed at the Small to Medium Business Entrepreneur who wants to grow his or her brick and mortar business leveraging Exponential Marketing Strategies to get unknown suspects to become qualified prospects who then become willing, paying clients who in turn refer others automatically and systematically.

Whilst Legal Aid is still available for mediation, for many other matters, it may not be applicable and whilst many of the referrals for family mediation Southampton might come from solicitors, if their numbers have also dwindled due to a lack of public funding, then it stands to reason that the number of clients they are able to refer for mediation would also drop significantly.

If a mental health professional is NOT competent in personality disorders and family systems constructs, then that professional should not be diagnosing or treating family dynamics involving the presence of personality disorder dynamics, and should instead refer the client to a professionally competent child custody evaluator or therapist.

If a mental health professional is not knowledgeable and experienced regarding the diagnosis and treatment of narcissistic and borderline personality disorder dynamics, then the mental health professional is professionally required to refer the client to someone who is professionally competent.

I then do what I refer to as a «depth dive» inviting the client to understand the childhood roots of the specific difficulties they are experiencing.

Apparently, the licensee was trying to develop a referral fee business by attracting potential clients from the West Coast state to his site and then, for a fee, referring them back to sales associates legally licensed in the West Coast state.

So, if a registrant does 30 deals, as an example, at lower fees, compared to a registrant who believes that he's worth every cent he currently charges who'll do 25 deals, then who's ahead of the game and works less, and with quality clientele who will refer other clients based on quality, not on price point?

I think when firing a client, you just have to be honest and explain that you (the Realtor) are not the right fit for the client and then refer them off to another Realtor.

2 — Since you are in NS, for example, and let's say the house is in Ontario, do you then refer that inquiry (who is a Customer apparently — not a Client) to an ON REALTOR (r)?

As you may recall, I referred a client to a practitioner down there who then refused to pay me a relocation fee.

Still, there is another brokerage that solicits clients online, then refers them to other REALTORS who have agreed to pay the brokerage a referral fee of between 25 - 50 % of their commission.