Sentences with phrase «with other advisors»

No robots, no computer algorithms, no contracting with other advisors.

A dedicated editing creative advisor will be in residence, along with the other advisors at the lab that week.

They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients.

«Worse, this client left the initial meeting with the other advisor feeling as if they were definitely getting $ 22,000 per year if they pulled the trigger,» he said.

Not exact matches

So, try to connect with others in your field to develop an informal network of advisors.

I've seen entrepreneurs work for days trying to come up with a fair offer for someone they'd love to have onboard - sweating the numbers, comparing the offer to the comp of other key players, checking with outside advisors, doing every bit of homework possible in order to get to their best proposal.They become heavily invested (financially, but even more psychologically) in the offer and the outcome because they believe it's fair to everyone and the absolute best they can do.

This is an extremely important point, and contrasts with the position of media pundits and investment advisors who consistently cite other data as a rationale for being in the market at all times.

Ultimately, what matters is whether your financial behaviors could stand some improvement — and it's never too late to seek out a financial literacy class, talk with an advisor or counselor, or track down other resources.

«I do this by building relationships with other trusted advisors, such as attorneys, CPAs and bankers.»

At Cumberland Advisors, we expect a long stretch of rising US dollar strength compared with most other currencies worldwide.

Is your advisor willing to work with or be a part of a team of other professionals, including attorneys, accountants, etc..?

As the co-founder of her own successful company and a decades - long advisor to many others, Hedges speaks with a rare depth of knowledge.

But not all financial professionals are the same, and Gen X should know whether they're dealing with wirehouse representatives, brokers, registered investment advisors or other financial professionals.

Ideally, you'll pre-identify your inner circle (perhaps with your attorney, banker, accountant, bookkeeper, financial advisor) and then be able to choose which, if any, of the other inputs are useful to you.

Small - business owners «are having to do a lot more digging to find the opportunities, and since the opportunities are fewer, they have more competition with other small businesses,» says Julie Weeks, an American Express research advisor and author of the report.

Like many other Trump advisors that did not agree completely with Trumps's ways, Musk argued that his access to the commander - in - chief gave him the chance to change Trump's mind.

This flat fee, particularly with the initial 0 % rate, compares quite well to the other major robo advisors on the market.

An experienced team of advisors can be an invaluable help with this and give you the peace of mind of knowing there are other options.

Instead of keeping up sessions with Hiten and others between us as founders and our advisors, we have been experimenting with letting him speak directly to the team.

An advisor who earns a flat fee — such an hourly rate or a set percentage of your portfolio value — is much better aligned with you than an advisor who earns commissions for selling you particular mutual funds, insurance policies, or other products.

The 10 best advantages of marketing to boomers and seniors and how to leverage them: Capitalize on conditioned behaviors and imbedded commands How to incorporate the power of... frame of reference, familiarity, classic credibility, fear and stress reduction, aspirations, and ambition in your advertising, marketing, and selling Lessons from and secrets of AARP, Disney, Playboy, psychics and mentalists, 7 - figure income financial advisors, dentists and lawyers, the mattress store with prices starting 6X the national price average, the J. Crew Co., Facebook, Coke vs. Pepsi, and others

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

Then just set it up, continue to put as much money as you can into your account, check in once a year with your advisor, and you will likely get better investment returns and build more wealth than 90 + % of other investors.

Accordingly, prospective investors should consult with their own tax advisors regarding the U.S. federal, state, local, non-U.S. income, and other tax considerations of acquiring, holding, and disposing of shares of our Class A common stock.

However, there may be potential benefits to incorporation and you should consult with an attorney or other trusted legal advisor to determine if changing the nature of your business entity makes sense for your business objectives.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

Like the other people I spoke with at Vanguard Monica also assured me that Vanguard were in the process of hiring more team members for the personal advisor service.

Financial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with their clients.

Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.

While the SAFT has been extensively reviewed by multiple legal teams, we strongly recommend you consult with your own legal, investment, tax, accounting, and other advisors, to determine the potential benefits, burdens, risks, and other consequences of such a transaction.

While this cohort of entrepreneurs forms the core of the MaRS Commons community, other active and aspiring entrepreneurs from the broader web and mobile startup community will join them to network, learn and engage with the advisors in the Commons — the second key element of this new community.

That responsibility lies with other players in the distribution chain: wholesalers, third - party administrators and retail retirement benefit plan advisors, company executives said.

It is time for political leaders and their advisors to consider these and develop other practical policies to deal with inequality and our economic problems in a way consonant with America's broad - based ownership tradition.

White announced in a late March speech that «in order to more fully inform the commission's decision on this matter,» she had directed SEC staff to compile a list of all those options, including, she said, «a uniform fiduciary standard for broker - dealers and investment advisors when dealing with retail customers, and other measures that may be more targeted and achievable in the shorter term.»

Lessons from and secrets of: AARP, Disney, Playboy, psychics and mentalists, 7 - figure income financial advisors, dentists and lawyers, the mattress store with prices starting 6X the national price average, the J. Crew Co., Facebook, Coke vs. Pepsi, and others.

Consistent with the evidence from other contexts, we show that the presence of female directors on target boards is positively and significantly associated with target boards seeking advice from top - ranked financial advisors.

You must also maintain a close touch with other entrepreneurs, professionals, advisors, VCs, angels, etc..

Moreover, the discontent expressed at last year's AGM was also connected to other factors, including pay - for - performance concerns raised by a proxy advisor and a general disappointment with the (not so restraining) effects of the Minder regulation.

Check out our Digital Services Overview to learn how online access and other digital services connect you with your accounts and financial advisor.

As head of Herbert Smith Freehills» private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and non-contentious trust and probate issues together with charitable and family company matters.

You can also stay in touch with your financial advisor through secure messaging and view your statements and other account documents electronically with e-delivery.

Other advisors — mostly investment and insurance brokers — balance the needs of their clients with their own interests or experiences.

«Professional advice has a positive influence on other retirement planning behaviors including: increased usage of tax - advantaged savings vehicles, improved asset allocation, and greater portfolio diversification,» IRI says, noting that 53 % of Boomers working with an advisor report confidence in retirement expectations versus the 21 % of Boomers without an advisor who report the same.

Start Here founder, Steve Rice, along with strategic advisors Dr. Tionna Jenkins, Katie Milligan, and Nate Thomas, presented the Arkansas - based Start Here Initiative as a model for other communities to increase the engagement of women and minorities in the entrepreneurial process and to raise awareness for the entrepreneurial information, resources and training available to new business owners.

Lastly and most importantly, an investment advisor will provide you with references and success stories of other successful investors.

These experts can help make your conversations with your other professionals, such as your tax advisor and attorney, more effective by providing guidance on key issues.

Broker - dealers that receive variable / indirect compensation on the basis of participant advice provided by affiliated advisors will need to evaluate the risks and costs associated with BICE versus other available exemptions.

AccelerateAB is a province - wide technology industry conference designed to connect Alberta's next - generation entrepreneurs with experienced tech executives from Alberta (through the A100) and Silicon Valley (through the C100), as well as other key industry advisors, service providers and others.

MaRS may also disclose more detailed Confidential Information about the Client: (a) to external advisors that are legally obligated to maintain the confidentiality of this information, or (b) to others with the verbal or written consent of the Client.

If you have a family office that is scattered in pieces between your foundation, CPA, estate planner, etc. you may want to consider formalizing your family office operations more and creating a centralized system to ensure that your goals are met and to guarantee that your advisors are speaking often and communicating well with each other.