Sentences with phrase «with small business clients»

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

Absolutely, it's a constant struggle, I see it with my small business clients as well.

The proliferation of small business surveys that cover specific topics of interest indicate that they are effective tools in helping banks build awareness and engagement with their small business clients and prospects.

Based on independent surveys of 279 Canadian small businesses (conducted 2/13) and 407 Canadian accountants who work with small business clients (conducted 9/14).

Not exact matches

With a focus on small businesses, Local Web Leads (No. 335) aims to drum up more sales for clients using search, social, and display ads.

The advantage of having a small business with a smaller customer base is that you are better able to provide your clients with the attention they deserve — the kind of attention that will keep them satisfied and loyal to you for several years.

Startups and small businesses often face a number of unique challenges including deficient funding, client dependence, insufficient staff and struggles with balancing out their desires to create top quality products and services, provide their users with the best possible experience and increase their sales margins.

Small businesses should focus not only with the main product but also with quality customer service, since they have less client base compared to large companies, losing a few customers can be mortifying.

For any small business, trade shows can provide an effective means of spreading brand awareness, getting your product out in front of a target audience and meeting with current or potential clients.

This happens with many of my small business clients.

The Canadian Medical Association, argued in its pre-budget submission that the government should maintain access to the small business deduction for physicians, since they enter the workforce later in life and often with significant debt, and unlike small businesses are unable to pass on higher costs to clients.

Whether you're a freelancer or run a small business you should always sign an agreement or contract with your clients or customers.

The latest technologies can help your small business grow, add value to your clients, and provide you with an advantage over your competitors.

Operating a small business means you most likely have multiple clients and are dealing with a variety of projects.

On - demand platforms provide convenience for the client, with a high volume of jobs being sent to workers or small businesses.

Something else that The Corporate Agent experts recommend to their small business owner clients is that their approach to working with corporate clients starts with a discovery phase engagement — for which they are paid.

As a small business supplying marketing services to this company, it became very clear that as my client grew, my business needed to grow with them.

Thanks to their adaptability in an ever - changing industry, LNC Productions has worked with celebrity clients such as Dr. Oz, Elie Wiesel, Karlie Kloss, and Nigel Barker in addition to international organizations, small businesses, and everything in between.

Today we'll look at some of the major considerations for first time business insurance clients, with the aim of giving the people who run small businesses a head start in understanding and purchasing their coverage.

Bigger players are always looking to refer clients that they can't work with to smaller reputable businesses.

When he's not busy assisting B2B clients, he's often reading blogs like Small Businesses Do It Better and experimenting with the latest marketing trends.

The investment bank said Tuesday it would provide its 4 million small businesses clients with WePay's payments technology.

Getting small - business owners, whose lives often revolve around work, to examine what gives their lives meaning is not always easy, say financial life planners who are trained to help clients explore what they really want to do with their money.

Many small - businesses have indicated that they are going to spend more in 2014, from putting more money into online advertising to increasing product offerings, hiring additional employees or hitting the road to meet with clients and potential customers face to face.

A wealth of big businesses provide new market opportunity for smaller ones: Startups are increasingly going the business - to - business (B2B) route, meaning they frequently work with other companies as opposed to going directly clients.

The problem is that many small - business owners don't have the tools they need to determine if one unprofitable client is worth nurturing for a big payday down the road, or if they should say, «Sorry, I can no longer work with you,» and move on.

And DB5 gains the potential brand appeal from an outsourced, automated system that helps it appear more like a corporate titan than a small business — key for a firm with big clients such as GE, AT&T and Girl Scouts of the USA.

While there's been progress on that front, with mainstream banks growing their small - business offerings and (sometimes) showing a greater willingness to take on entrepreneurial clients, Hashem says there's still room for improvement.

Ask to see results from past campaigns with clients in your industry, says Bill Stoller, founder of PublicityInsider.com, a Fort Lee, N.J. - based website that offers small businesses tips on public relations and social media.

Finding clients was easy: The slumped economy fostered creation of the smallest businesses, such as individuals selling items on eBay and Etsy, who needed to keep track of myriad small payments with slight margins.

Each year we are seeing businesses sending personalized cards — especially startups and smaller companies that want to connect with clients, partners or even prospective customers in a fresh and memorable way.

Optimizing your website with a client - engagement platform, such as vCita, allows your small - business website to serve as a personal assistant.

Furthermore, with the smarts and willpower to build incredible products on a budget or offer high - impact services with merely a handful of experts, small businesses and startups can be strategic vendors for enterprise clients.

Dear Mark, i do believe in entrepreneurs as i am one of them.I curently operate a dental laboratory in California, that needs funding.I am in the procces of attracting business from dentists i work with through direct mail and telemarketing.I'm setting up a small offshore office to do the marketing part since the overhead is to expensive here.But the manufacturing of the finished products will be done in the USA creating jobs through production.A lot of manufacturing work is done offshore but through line production i'd like to keep the most in here.As an immigrant to this country i'd like to suport it to get back in shape financialy for the future of my childrens.I am also copying an idea i have seen at a large company i used to work.I'm in the process of setting up 2 other companies that will compete with my existing one but since they will be providing same products at different prices will atract different type of clients (dentists).

Small business owners with only a handful of customers or clients at a time strategize to stay afloat if any leave

CMIT serves small business customers with IT service packages for small business clients.

We're strong believers, based on our own experiences with our small - business clients, in the power of working capital to enable business owners to grow and expand their businesses in ways they couldn't otherwise.

Ben utilizes his experience to help him serve as an advisor to small business owners and has had great success in assisting clients with expansions, acquisitions, and financing of owner occupied real estate.

This impressive milestone marks a long journey from a one - man operation providing small businesses with consistency in their marketing efforts, to a fully staffed hybrid agency model serving clients large and small in a wide variety of fields, including healthcare, law, software, retail and other B2B business, as well as non-profits.

With our deep market knowledge and unparalleled service ethic, Hughes Marino develops real estate strategies that help clients big and small achieve their business objectives.

2017.10.12 Royal Bank of Canada collaborates with Wave to be the first bank in North America to integrate a full financial management platform with online banking for small business clients Royal Bank of Canada (RBC) and Wave (waveapps.com) have collaborated to integrate invoicing, accounting and business financial insights into RBC...

It started with the two of them helping one client use Rollovers for Business Start - ups to launch a small bBusiness Start - ups to launch a small businessbusiness.

Steve Dewart is an organizational consultant, strategist, and leadership coach, with over fifteen years of experience providing mentorship and guidance to key leaders of Fortune 500 companies and start - ups, including Google, University of California, University of Colorado, Software.com, as well as dozens of small business and non-profit clients.

Our ideal client is the leader of a small to mid-size business, typically with 20 - 200 employees.

For example, BFS Capital offers small business loans of up to $ 1 million as well as merchant cash advances, and works with brokers, under its ISO program, to provide the best deal to clients.

It will seek to identify assets within the consumer, small business, and bridge loan markets with a goal to build short duration, income producing credit portfolios for its clients.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

«We are dedicated to providing our small business clients with solutions that help them reduce the overall cost of payment processing and grow their business,» said Nick Samurkas, president, Chase Paymentech Canada.

Our business focuses on long - term recurring revenue relationships with these small businesses, so a much smaller client base is required than a transactional business.

At CMIT Solutions, we're committed to serving clients in the small to medium - sized business realm with the best IT service on the planet.