Hence the accepted formula: Say as little as possible, get the person out of the office quickly, and have the individual sign a severance document agreeing not to contact clients or sue.
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The advisor would obviously know the feelings of the clients and would only give out the contact information for the three happy clients.
While 51% of the advisers said they preferred to meet with clients every month, just 38% of clients wanted that much contact. (Instead, 49% of clients said they would rather chat every quarter.) That doesn't mean customers want to be ignored.
Exstream has been auditing its clients' points of contact with customers and putting controls in place.
Evidence on the record, including documents admitted with regard to the seven accounts that transferred, clearly indicated that Wilder went far beyond the permissible bounds of simply announcing his new affiliation to his clients by providing only his new contact information.
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We also allow the home owners to contact our existing "sell and rent back" clients if they so wish.
BBC: NEWS | Programmes | Moneybox | Have Your Say: Sale and rent back
For clients wanting more market color or inventory details please contact Jesse Muscarello in the New Jersey office at 201-946-5431.
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It is important for an agent to try and share that experience with as many clients as possible, and certainly to stay in constant phone contact with those in another location.
"We contact each other regularly and need to be in touch with local authorities and clients all the time, " she says.
The company has tried to contact him for more information about his accusations, including that he saw five managing directors call their clients "muppets" in the past year.
New products will allow clients to better analyze the data streaming back from their Web sites as well as to contact customers via pager, cellular phone or fax.
Objective Analysis will contact as many of these companies as we can to check on their status and will keep the clients of our syndicated services appraised of any findings.
Chuck Robel, one of Silicon Valley's leading accountants, has five contact telephone numbers and an e-mail address on his business card to make sure that his clients can get hold of him.
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