One concern that advisors often have is whether, by leaving a large institution, they lose the resources, infrastructure and support network needed to serve clients.
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Those Marketers who analyze and use these customer insights to reach and serve clients not only as categories, but as individuals, will win by creating massive transformative opportunities for their companies.
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Audit partners would rather retrain than serve less prestigious clients but would rather retrain or serve less prestigious clients than relocate.
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He figures as a financial adviser his work with equities and bonds will serve his clients well.
This helps the group serve more clients and gives each recipient the ability to "pay it forward, " said Jacobs.
Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Both new Denon Network-Enabled iPod Docks were engineered with a variety of features and capabilities designed to help professional custom integrators better serve their clients.
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They should be doing things to facilitate their client business or serve the clients in some way, that it shouldn't just be for their own profits.
When a firm like Goldman Sachs has the ability to have conflicts of interest, and their corporate culture takes advantage of their responsibilities by putting their own interest first, they no longer serve their clients.
In fact, even if you never get a piece of new business from your social media efforts, yet are able to better serve your clients, I for one would argue that your social media efforts have been successful.
We all seek to serve our investing clients by delivering a solid return.
Insurers are competing with investment banks to serve big corporate clients.
Its affiliate health plans have nearly 34 million members and its subsidiaries serve about 65 million clients.
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Based on your availability, how much you want to earn, and whether you like a particular company, home workers can sometimes pick the clients they serve.
People have often asked me how I find the time to write books when I have a business to run, clients to serve, and a personal life to have.
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And both times over that short span of two months, we as a small company with clients to serve, employees to support and year-end goals to meet, were in the middle of a major business launch.
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What is left is a brokerage firm in business to serve investors, not underwriting clients.
They often utilize the same legal contracts, deal with the same financial terminology, serve the same institutional investor clients, and exit investments in the same way.
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But in addition, the non-profit receives direct operational expense off-setting services that strengthen the organization and enable that non-profit to then serve a greater number of clients in need.
As we now know, there are large insurance brokerages that have for years pretended to serve the best interests of clients who hire them, even as they steer clients to property and casualty insurers that provide the greatest kick-backs or commissions.
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The trouble, she says, is that the federal government runs lots of other programmes for low-income people, such as schemes giving money for job-training, but each of these is set up to serve a specific set of clients under rigid rules.
To avoid this, it bases employees' bonuses on the clients they bring in, those they serve, and on subjective reviews by peers, subordinates, superiors and clients.
The merged firm will serve more than 1.8 million clients in Delaware, the District of Columbia, Maryland, New Jersey and Virginia.
Box, which has been known to taunt Microsoft, is increasingly targeting larger corporate clients that incumbents such as Microsoft serve.
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To credibly serve the needs of our core wealth management clients, these businesses must each be strong and successful in meeting the needs of their corporate, sovereign, and institutional clients.
Coming out of the economic crisis, they remain challenges that will require innovation, a willingness to listen, and solutions that properly balance our obligation to shareholders with our desire to provide access to credit and services for our clients, customers and the communities we serve.
It also helps us meet the needs of our clients, who are seeking to better understand and serve this population.
In the hands of a fraudster, such clients may be given false translations of documents that serve to hide the true nature of their investments or of the valuation of their portfolio.
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The much more effective tactic is to reach out to the top vendors of your best clients, and ask them to meet to brainstorm how to serve your mutual client better.
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