Gene Marks owns the Marks Group PC, a Bala Cynwyd, PA consulting firm that helps clients with customer relationship management.
It can also be instrumental in garnering the loyalty of existing top-notch clients and expanding your relationship with them.
When CAIR did get irate calls from clients about Days' failure to provide competent legal services, CAIR fraudulently deceived their clients about Days' relationship to CAIR, suggesting he was never actually employed by CAIR, and even concealed the fact that CAIR had fired him once some of the victims began threatening to sue.
In the process, Beneficial CEO Gerry Cuddy says, the bank hopes to create a "stickier" relationship with its clients.
It is possible for managers to have a fairly direct relationship with institutional clients, but fees are generally low.
TPI's clients, argues that the relationship needs to be a partnership, concentrating on outputs rather than on inputs, as in a typical supplier relationship.
She then asked the minister to "declare unequivocally" that there was no conflict of interest "between McKinsey's role advising the government on its health reforms and McKinsey's commercial relationship with other clients".
We thought investment companies would beat the banks because the investment side tends to have deeper relationship and deeper understanding of clients.
Bankers were also more obligated in the past towards their fiduciary duty - a relationship of trust - with clients, say former bankers.
In each of those it's just frankly about servicing what are largely big institutional clients who are anxious to have a relationship with us.
Clients themselves may also prefer a more personal relationship with the advisor rather than a team.
The audit firms are loathe to be in an adversarial, challenging relationship with the management of their clients.
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The clients that I know who succeed with customer relationship management applications succeed because they realize that these systems are no more than glorified databases.
In my experience, getting a bank to answer even the most fundamental questions about the relationship between it and its wealthy clients requires a Herculean effort.
Gregory Sarian, who founded the group in 1997, joined Merrill in 1993 and attributes the move to Hightower to the fiduciary relationship his team can now offer clients.
According to Steve Murray of REAL Trends, two-thirds of clients choose an agent because of a prior personal relationship or referral.
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Drew Hilles, national director of audio for Google, points out that some of the company's radio ads won't be sold online but rather via a direct sales force focused on "relationship-based sales" with big clients, just as the company does already with some of its online ad sales.
With the right tools for project scoping and assignment of properly skilled and available resources, practice managers and client relationship managers can deliver more accurate quotations to clients more rapidly.
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Seventy five percent of high net worth clients were high net worth from the very beginning of their relationship with their advisor.
Inspired by his relationship with Indian royalty--the Parisian jeweler's clients included various maharajahs starting in 1911--Cartier created a series of Mughal-influenced pieces for Westerners.
Relationship building is critical here and a core service we provide for clients.
While the attorney-client privilege only covers communications between lawyer and client, not the existence of a relationship, he said, every state has tougher confidentiality rules protecting clients against being forced to identify their lawyers.
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While most clients seem to welcome a team-based model, some prefer a more personal relationship.
His relationship with Berenson, far from being as independent as Duveen's clients believed, was financially close.
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"Limited customer relationship data has long been available to our journalists, and has never included clients' security-level data, position data, trading data or messages, " the spokesman said in a statement.
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On June 1, 2012, it announced that any certified Contract Advisors who (1) use, (2) associate with, (3) employ or (4) enter into a business relationship with any non-NFLPA certified individual in the recruitment of prospective player-clients will be sanctioned by the Association.
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"Sometimes my clients acknowledge that coping with infidelity was the worst and yet the best thing to happen to their relationship, " Walkup says.
Here the consultant obviously has the opportunity to advise its clients to do business with its affiliate or other brokerage firms with which the consultant has a business relationship or reciprocal agreement.
When CAIR did receive calls from irate clients about Days' failure to provide competent legal services, CAIR fraudulently deceived them about Days' relationship with CAIR, suggesting that he was never actually employed by CAIR.
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There does not seem to be anything in the article that firmly establishes that there was anything improper about their personal relationship or that any of her lobbying resulted in improper favors being done for any of her clients.
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