Sentences with phrase «with a financial advisor face»

Not exact matches

Is a quarterly face - to - face meeting enough for your financial needs, or do you need a higher level of service, with more frequent advisor interaction?

Most of you won't get to sit down with a PC financial advisor face - to - face unless you live in San Francisco or Denver, so having Facetime up and a live powerpoint presentation is really helpful.

When an in - person meeting with your financial advisor isn't an option, you can still meet face to face.

For more information, set up a face - to - face meeting with the Edward Jones financial advisor in your community.

The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company.

Financial Services: Bankers and financial advisors can take advantage of the video capabilities of tablets for face - to - face meetings with clients, saving the time it takes to meet up at physical lFinancial Services: Bankers and financial advisors can take advantage of the video capabilities of tablets for face - to - face meetings with clients, saving the time it takes to meet up at physical lfinancial advisors can take advantage of the video capabilities of tablets for face - to - face meetings with clients, saving the time it takes to meet up at physical locations.

One of the challenges facing today's investors and financial advisors has to do with understanding the role of alternative investments within a portfolio.

One of the more esoteric challenges facing today's investors and financial advisors is to keep up with the rapid evolution of the products and solutions available.

However, DFA faces an ongoing criticism: since its funds are sold exclusively through 1,900 rigorously screened and trained financial advisors, they are not easily accessible to individual investors, especially those with a small amount of investable assets, not willing to pay advisory fees or already having an unaffiliated advisor.

For example, when financial advisors — faced with a dizzying array of share classes and sales charge structures — choose a fund that provides more generous compensation, they may be accused of breaching their fiduciary duty.

Educate yourself about the basics of investing, and don't be afraid to meet face to face with a financial advisor.

Social Worker — Duties & Responsibilities Successfully serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial advisor

In December, the federal agency fined three companies — American Advisors Group, Reverse Mortgage Solutions and Aegean Financial — for alleged false claims, saying they told seniors with reverse mortgages that they would not have to make monthly payments or face foreclosure, omitting the risks of failing to pay property charges.