Sentences with phrase «with affluent clients»

Lucio Bernal is a Million Dollar Guild member of the Institute and has been working with affluent clients for nearly 20 years, specializing in executive and corporate relocation services.
81 % of current luxury home specialists report that their number one method for coming into contact with affluent clients for the first time is through a referral or recommendation.
Master Hair Stylists are experienced and innovative beauty experts who work with affluent clients and celebrities.
Dr. Stanley has also published numerous articles on the topic of marketing professional services to the affluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers Magazine.

Not exact matches

Doug Lockwood, a financial planner at Hefty Wealth Partners in Auburn, Ind., says he is having many more conversations with clients lately about young people saving money — although mostly these involve affluent parents expressing their fears over how their grown children will get by in more trying times.
Franchisees receive the benefits of a national brand with a very passionate, loyal, and affluent client base, a strong corporate team to support them, plus the independence and satisfaction of owning their own businesses.
Abele conceived the idea for Tend when he saw how the leading private banks are increasingly concentrating their efforts on ultra-high net - worth (UHNW) clients with more assets and higher transaction volumes, and rather neglecting the less affluent.
This lifestyle is likely relatable for a number of his affluent clients — show opener Bella Hadid, for instance, is an accomplished equestrian — and the show mixed modern updates on classical, well - tailored riding style (quilted capes, tall boots, jodhpurs, slim - cut collared shirts and jackets) with slick athletic gear like skin - tight bodysuits, sporty bra tops, hot pants, anoraks and, of course, sneakers.
Our clients are distinguished and affluent individuals looking to build life - long love connection, wealth and legacy with like - minded members of the opposite sex.
Though it received pro-bono legal help, that help was from Simpson Thacher & Bartlett, a 122 - year - old, 75 - lawyer firm with a midtown Manhattan address and a laundry list of affluent corporate clients.
The sixth - generation of the BMW 7 Series sedan is primarily made for affluent clients with high standards of luxury, so it was a bit of a surprise to learn we'd be getting our first taste at a private racetrack called Monticello.
Advisors partner with more affluent clients that prefer overall financial advice rather than the standard, apparent and dismal approach of mass marketing by the big banks and large financial institutions.
Our hospital is located in an affluent area and we enjoy high client compliance with the majority of our clients following our recommendations.
If you're a luxury hotel, destination, or cruise line offering wellness programs and itineraries, you must attend ULTRA Wellness and share your story with high producing advisors who influence the wellness travel plans of their affluent clients.
Our primary focus is high - asset and complex litigation matters and we are familiar with the common issues of asset division for affluent or celebrity clients who require specific expertise and the utmost discretion.
New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.
For over two decades in the United States, he specialized in working with individuals and couples consisting primarily of dynamic, successful professionals, corporate executives, physicians, attorneys, elite athletes, and affluent individuals, dealing with the specific needs of this particular client population.
I have helped hundreds of clients reach sound and peaceful agreements in a wide range of circumstances, including affluent clients dealing with the division of significant assets and business interests, as well as couples under financial stress.
It's also very rare for me to see very affluent clients riddled with multiple mortgage loans but I see many with free and clear properties.
Having worked with the affluent and super-affluent segments for luxury real estate clients including Kiawah Island, Christophe Harbour St Kitts, and The Cliffs, we've been at the forefront of the changing landscape of how affluents use the web and web - based devices.
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