Sentences with phrase «who referred a client»

Affiliates are Mortgage Brokers, Realtors, Auto Dealers, CPAs and Attorneys who refer clients to you.

We'd like to give special thanks to the following attorneys who referred client matters to their Law Firm Suites colleagues during the month of March:

«Incredible knowledge of the law in this area,» said one survey respondent who refers clients to the firm.

When you've just won a case or done a deal for a grateful client, let the person who referred the client know that you were able to resolve the matter to the client's satisfaction (without breaking confidentiality, of course).

Create a referral incentive program: a client who refers another client to you receives an automatic 15 % discount the next time he uses your service (which also encourages repeat business).

I am always very, very careful about who I refer my clients to.

Georgia's highest court has considered whether a real estate licensee who referred clients to her lover who was also a licensee could later claim referral fees when the lovers» relationship came to an end.

Ethical inspectors don't take kickbacks from contractors who repair problems an inspection uncovers, or receive money from real estate agents who refer their clients.

Additionally, she gives end - of - year gifts to referring agents who referred a client who closed with her.

Anyone who refers a client wants clear communication about where the process is going.

For example, a real estate agent who refers a client to a mortgage broker and lawyer can request for that lawyer and mortgage broker to refer to one another when they have the ability to do so.

Not exact matches

«We started getting referrals from clients who had never referred to us before: their co-workers, relatives, friends.

Always make sure that the firms you're interviewing can refer you to past clients who can confirm a successful project.

In the early 2000s, when he was working as a freelance designer in San Francisco, he was referred to potential new clients who happened to be white females.

For those who aren't directly involved with clients, there are other ways to enhance salary: They earn a commission when they refer an employee to the company — which accrues every year that hire stays — or take a share of the fees when they refer clients.

I have many writers to thank for helping me grow my career; three worth mentioning are Shane Snow of Contently who gave me the confidence to work with my first paying client, and Ritika Puri and Brian Honigman who frequently refer quality clients and projects my way.

As you grow your following and reputation, you'll build a referral network of happy clients who can help to refer you future business.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

In this context, the «capture rate» refers to the percentage or proportion of the real estate brokerage's clients (who used mortgage loans) that it «successfully steered to Prospect each month.»

The staff consultant counsels almost exclusively over the telephone with those clients who have been referred to him by the intake worker.

Discover how your passion and personality can guide your branding to attract clients you LOVE working with, who will become raving fans and referring clients.

If they receive clients who they do not think are fit for home births they refer them to the hospital.

All of my birth clients in south Florida need to have prenatal and post partum resources, and I want to be able to refer them to women who are amazing at what they do.

REFERRAL PROGRAM: We are pleased to offer one week FREE service to any customer who refers a new client.

Midwives refer clients who risk out to OB's.

They provide a wealth of information, nonjudgmental counseling, and emotional and logistical support — and are always happy to refer clients who may need outside services.

Cuomo's book PR and sizable contract can likely be attributed in part to his negotiator, Bob Barnett, a Washington - based lawyer (sometimes referred to as a «superlawyer») who has represented high - profile clients and their book roll outs.

He said that he did not know the former speaker intended to refer asbestos - related cases to the firm, nor was he aware that Silver was directing state research funds to the same doctor, Robert Taub, the former director of the Columbia University Mesothelioma Center, who was allegedly directing clients to the firm.

Skelos was allegedly paid for referring clients to the firm who had business before the state, and meeting with law firm clients «including about legislative matters.»

The agreement would also require lawmakers to disclose details of their outside income, including the names of legal clients who they've referred to law firms for a fee.

The U.S. attorney also charges that Sen. Skelos was paid $ 2.6 million by the law firm, of which he was «of counsel,» but did not perform any actual work for them — paid for referring clients to the firm who had business before the state, and meeting with law firm clients «including about legislative matters.»

The scheme provided SILVER with two different streams of unlawful income: (i) approximately $ 700,000 in kickbacks SILVER received by steering two real estate developers with business before the state legislature to a law firm with which he was associated, and (ii) more than $ 3 million in asbestos client referral fees SILVER received by, among other official acts, awarding $ 500,000 in state grants to a university research center of a physician who referred patients made ill by asbestos to SILVER at Weitz & Luxenberg.

Authorities said more than $ 3 million of that was obtained in «asbestos client referral fees Silver received by, among other official acts, awarding $ 500,000 in state grants to a university research center of a physician who referred patients made ill by asbestos to Silver at Weitz & Luxenberg.»

Prosecutors have accused him of running two separate schemes, steering real estate developers to a law firm that paid him kickbacks, and funneling state grants to a doctor who referred asbestos claims to a second law firm that employed Mr. Silver and paid him fees for referring clients.

Bichotte's campaign referred questions to her attorney, Aaron Maslow, who called the lawsuit frivolous because he says his client has lived in the district and in the state for more than five years.

He was also accused of funneling state grants to a doctor who referred asbestos claims to a second law firm that employed Mr. Silver and paid him fees for referring clients.

Although it is not clear what the documents are or who is named in them, Caproni referred to Lowell's client as a «public figure» whose connection to Silver is of «countervailing interest.»

These proposals include tough new anti-bribery and anti-corruption laws, a test of public financing of elections at the state level using the 2014 Comptroller's race, the establishment of an independent enforcement counsel at the Board of Elections, increased transparency of political contributors to independent expenditure committees and disclosure of the outside clients or customers of State Legislators who had been referred by registered lobbyists.

Win 20 EPIC bars for referring a new client to me who books a program.

She's who I turn to when I have questions as well as someone I often refer friends and clients to when they need the support only she can provide.

If I have a client who I feel needs to see a naturopath or asks if I know of one, I only refer people to Eric as I know they are in good hands, someone I can trust to be thorough and give the very best care.»

If you or a client are experiencing severe symptoms of depression or anxiety, please refer to a trusted physician, naturopath, or mental health provider, who may in fact suggest an aromatherapy regime.

Doing so, will help you to build your network of contacts, who will be more likely to share useful job information with you or even refer clients to you.

Points will also be awarded to you for referring another client to Continental Audi, Continental Acura or Continental Mazda who purchases or leases a vehicle.

Points are also rewarded for referring a client to Continental Mazda who purchases a vehicle.

Therefore, we scoured the internet to find a great self - publishing production person that we could refer our clients to who prefer to self - publish.

At the start of this post, you mentioned that you generally refer clients to other companies who specialize in EPUB creation / conversions.

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.

Independent financial advisors often also work in teams and refer to a portfolio manager who can provide discretionary portfolio management for their clients» portfolios.