As a client-centric organization, MeritDirect is acutely focused on developing long-standing relationships with our clients. Our approach leads to creating true partnerships with our clients, which are proudly on display here.
The team is a wonderful combination of keeping the day to day running with accuracy and efficiency while also helping to drive strategic initiatives to move our program forward in new ways that we hadn't considered. Bean Direct to Business. Emoryville, CA. Manager, Global Digital Marketing - Lenovo. Our Clients As a client-centric organization, MeritDirect is acutely focused on developing long-standing relationships with our clients. All Rights Reserved.
In order to do so, we must keep abreast of all current economic and social trends, including laws and regulations. Below are some of the major categories of clients we help to succeed:. Strong and capable. Tested and honed by success in business, these are clients with understandably high expectations for financial guidance with a high level of expertise.
It takes a thorough and expert understanding of such major events as the tax bill technically called the Tax Cuts and Jobs Act TCJA to negotiate the financial path of those in this category, who are greatly affected by changing laws with a strong focus on the business community.
Small businesses which are defined as businesses with under employees account for Small Business Administration. Business owners are among the most hardworking people, and bring enormous heart and commitment to their task. Yet they face challenges like economic uncertainty, which is ranked as their top challenge. These industrious people rely heavily on proven experts to provide financial planning and advice.
Baby boomers with their own unique experiences and specific mentality. However, with the good news an expected longer life following retirement than in past generations they also face the increasing risk of outliving their savings.
It takes a wisely-budgeted, solid financial plan and a savvy strategy to insure their security. Family is everything. Clients need to know their financial advisor prioritizes that value, and the goal of a secure future, as a basis for counsel. However, their challenge extends beyond traditional bounds. They must seek ways to know that their children are prepared for this financial responsibility.
This is on top of negotiating the vast responsibilities necessary to run their institutions. In key areas like pensions and endowments, managing such factors as economic cycles and making wise and informed investments are vital to these institutions. This is the role of savvy financial planners. The Bleakley Financial Group team welcomes the opportunity to discuss your financial goals and how we can help you pursue them.
You can reach us by email, telephone or through the contact form below. We look forward to speaking with you! Email: info bleakley. Investment advice offered through Private Advisor Group, a registered investment advisor. Contact Us Client Login.
Our Clients. Corporate Executives Strong and capable. Preparing for Retirement Baby boomers with their own unique experiences and specific mentality. Multigenerational Wealth Management preparing children for inheritance Family is everything.Our entry into the tax payment business started out of necessity- the public accounting firms had regulatory restrictions based on the Sarbanes-Oxley act, and needed a way to continue their presence in the compliance market without violations for funds handling.
Then an interesting thing happened.
Other major accounting firms and boutique compliance businesses decided to use Anybill for making tax payments as well. Why not utilize a firm specialized in payment services and financial technology? It greatly reduces the financial risk for our partners, since they are no longer required to handle funds and can focus on providing their tax compliance expertise to their client base. Show More. We work with clients of all industries, and have developed tax payment services and technology that can fit any business.
You may use your browser's back button to return to the item you were viewing. As the global COVID public health emergency continues to spread and create challenges for families and businesses worldwide, we wanted to share with you how Dentons is addressing many of the same challenges that our clients may be facing and to offer our assistance, should it be helpful.
Dentons represents clients in 75 countries, including virtually every location where COVID has already had a serious impact. While our principal concern is with the humanitarian nature of the pandemic, we have focused the extraordinary depth and breadth of our global resources to ensure we remain available to serve our clients during this challenging time despite travel restrictions, government orders, and other challenges that impact traditional ways of doing business.
In addition to our ongoing work for clients, we have also assembled subject matter experts and resources around the world so that we can advise our clients across a wide range of issues you may be encountering in the markets where you operate. We have best practice business continuity processes in place across Dentons, and we remain ready, able, and prepared to serve our clients during this time. Please do not hesitate to contact your relationship partner, or either of us, if you have any questions about our own preparedness or if we can be of assistance in ensuring your ability to address these new challenges.
Dentons is the world's largest law firm, delivering quality and value to clients around the globe. Dentons' polycentric approach, commitment to inclusion and diversity and world-class talent challenge the status quo to advance client interests in the communities in which we live and work.
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Pharma has evolved by embracing digital over the past decade, and the next wave is poised to bring further transformation. Learn more in this focused conversation between business technology experts from ZS and AbbVie. Injured Workers Pharmacy and ZS worked together to develop a new set of sales processes that improved customer engagement and put the company back on a strong growth trajectory.
Emerging pharma company Aerie Pharmaceuticals knew that it needed to make a splashy entrance into the already crowded glaucoma market. ZS and Boehringer Ingelheim partner on a global data and analytics initiative with the help of REVO that aims to produce stronger customer insights for the pharma organization. To embrace a customer-centric mindset, pharma also needs to advance capabilities that support it. In this panel discussion, leaders from AbbVie and Biogen discuss the value of AI and orchestration in building better customer experiences.
ZS moves forward with the AMF on a groundbreaking patient registry project aimed at serving the needs of migraine patients. The decades-long partnership between ZS and BMS continues to grow through a new global data infrastructure engagement. Analytics sourcing offers a growing opportunity for life science companies.
Learn how a top 10 pharma company enlisted ZS to design and run an analytics sourcing program for its commercial operations to access key insights.
How ZS helped a retirement plan provider develop a new model to drive growth while controlling operating expenses. How ZS helped a Fortune insurance company increase renewal and re-enrollment in its medium and large account segments. How ZS changed a broker-dealer's recruitment process to improve the advisor experience and increase firm revenue.
Is there anything that you feel you need to be careful about when you ask your clients' opinion on something?
Is there anything that you feel you need to be careful about when you ask your clients opinion on something? My friends and I listen to the same radio English program and transcribe what is mentioned in the show. Today, we disagreed on the part in red in the following sentence. Is there anything that you feel you need to be careful about when you ask your 1. We'd appreciate it if somebody could tell us which of the two in the parentheses is more appropriate in the given sentence.
Please give us a grammatical explanation why it's more appropriate. Thanks in advance. Hi prime It could be either - talking about one client or more than one client. There may be a clue in the previous question and answer: can you tell us those? Both are appropriate, depending on whether you have just the one client, or several, all discussing the same thing.
Hi, cropje jnr, thank you very much for answering my question. I understand very well and appreciate it a lot.B barry Member. I think it should be changed to "clients'". Note the apostrophe Am I right? Because I think this sentence can be rephrased like this: b. Original Post. Hi, Barry, Two things we should take into account: 1 "all" there refers to "needs," not to "clients," right?
I have found an example at google books unfortunately I cannot paste the link which says: One of the primary reasons why complementary and alternative approaches exist and persist is that we as veterinarians are not meeting, and often cannot meet, all of our client 's needs. If clients ask us to reset The singular and the plural are used as if they were semantically equivalent with "clients" meaning "a client, any client".
MH Marius Hancu Member.
Clear questions: "Can anyone come up with a solution that will satisfy all the needs of our client[s]? David, Moderator Moderator.
Both possibilities work. Membership Required We're sorry. You must be signed in to continue. Sign In or Register.
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