Sentences with phrase «unbiased advice to clients»

But request you to provide unbiased advice to your clients.

Not exact matches

When you work with a Fee - Only Financial Planner, the result is unbiased financial advice from a professional who is committed to acting as a fiduciary in a client - centered relationship.

His firm, Libra Investment Management of Victoria, specializes in offering unbiased advice to wealthy clients, and Schlenker would offer that same unbiased — and sometimes very blunt — advice to our participants.

Unbiased advice for the management of your financial plan and investment assets (be they saved for retirement through the client's hard work or received through inheritance) is crucial to optimizing the likelihood of your success.

Committed to helping his clients achieve their financial goals, he was driven to found his own advisory firm, Prominence Capital, where he could provide unbiased advice, free of conflicts that come with corporate initiative and commission - driven models inherent at large firms.

Destinations Belize is not affiliated with any hotel, guest house, resort or other tourism business because we believe our independence allows us to best serve our clients by offering them unbiased advice on where to stay and what to do in Belize.

We definitely require services of GOOD agents who can give unbiased advice and provide quality service to their clients.

(a) act in the best interests of the client; (b) act in accordance with the lawful instructions of the client; (c) act only within the scope of the authority given by the client; (d) advise the client to seek independent professional advice on matters outside of the expertise of the licensee; (e) maintain the confidentiality of information respecting the client; (f) without limiting the requirements of Division 2 [Disclosures] of Part 5 [Relationships with Principals and Parties], disclose to the client all known material information respecting the real estate services, and the real estate and the trade in real estate to which the services relate; (g) communicate all offers to the client in a timely, objective and unbiased manner; (h) use reasonable efforts to discover relevant facts respecting any real estate that the client is considering acquiring; (i) take reasonable steps to avoid any conflict of interest; (j) without limiting the requirements of Division 2 [Disclosures] of Part 5 [Relationships with Principals and Parties], if a conflict of interest does exist, promptly and fully disclose the conflict to the client.