Weliky says her clients first notice their own negative emotional reactions.
Both clients first called me and asked me to represent them.
After all, an honest firm that puts the interests of its clients first and has no hidden financial dealings should have no fear of being considered a fiduciary.
FORBES: More Worries for Defined Contribution Plan Fiduciaries (August 31, 2006)
While Goldman was dealing with the latest uproar over whether it puts clients first, Apple shares were marching out to fresh highs ahead of the appearance of its new iPad in stores.
FORBES: Goldman Shares Rebound Under Fire, Apple Readies New iPad (VIDEO)
Goldman traders made a mint betting house prices would drop even as the bank continued to sell mortgage-backed securities, leading some to question its claim that clients come first.
But advisors have a difficult time letting go of those first clients because they feel a sense of obligation and loyalty.
How, as a young unknown agent, did you find your first clients?
On February 13, 2012 one of my clients received the first 2010 CP-2000 (not-an-audit, but an attempt-to-resolve-a-discrepancy) proposing assessment of additional tax for 2010.
FORBES: Stop the Machine! IRS Document Mismatches, Form 8949
When I launched the Luna Rossa line of gourmet products as a young thirtysomething, I desired one of our first clients to be Costco Wholesale.
FORBES: The Costco Factor: To Win The Business Game, You Need to Change How You Think
Eric Kies : Well the primary thing that we always stress with our clients is, first and foremost, you need to have a financial plan.
He read everything he could about investing, so that by the time he had his first clients--inherited from a rep who died--he could talk the talk.
When faced with unexpected expenses, Ms. Chapman advises clients to dip first into the assets with the lowest rates of return, such as certificates of deposit or savings accounts.
For first time clients, Justin suggested their Thomas Mason fabrics in solid white or blue.
FORBES: What You Need To Know Before You Order A Bespoke Shirt
At first potential clients would not take seriously a security firm run by a woman.
When I received essays from my first two clients, however, I quickly realized I had my work cut out for me.
CNN: ASIANOW - TIME Asia | Young China | Tips From an Expert
It should instead be about increasing value of service and "empowering our clients to share value with their friends" which is in line with WHY our clients refer in the first place.
FORBES: Why Do Financial Advisors Fail To Ask For Referrals?
In Asia, clients also tend to be first generation rich, who want to make more money, rather than preserve it.
For the latter, McDonald prefers three fittings in person and asks in the first instance for clients to bring along a much-loved pair of shoes.
The new features will be Web first, other clients next.
FORBES: D9: Twitter CEO Costolo Live; Unveils Easier Photos; New Search
In a research note to clients Monday, Credit Suisse First Boston noted that Delphi's bankruptcy, unlike past filings of most suppliers, wasn't spurred by a cyclical cash crunch that prevented the company from investing in new product launches.
The lead underwriters stand to profit first, then their clients, then institutional investors.
"When we first started, our clients were small businesses, " Zinoviev says.
Owners answer first and only to their clients and, by turn, owners only profit if their clients profit.
FORBES: It's Time For Entrepreneurial Advisors To Reap The Rewards Of Ownership
Waxman went first, contending that his clients should have the right to challenge their detentions in the U.S. courts.
When she first started out, potential clients balked at her fees and did everything they could to whittle down her bottom line.
Often those smaller accounts belong to clients who joined the advisor he or she first launched their business.
When she first started her company, those clients were mainly microfinance institutions, an often-overlooked sector in the risk analysis market.
FORBES: Predicting the Path Out of Poverty: Microfinance & Credit Risk Analysis
应用推荐