Sentence examples for advisor customers from inspiring English sources

The company's first product is a customer relationship management system, Wealthbox CRM, which is already integrated with the eMoney Advisor tools sold by industry giant Fidelity to its 40,000 advisor customers.

The platform could also be used by financial advisors, customer service, and a variety of other enterprise applications.

* Charles Schwab & Co., San Francisco, to Halloran Robertson & Associates, San Jose, Calif., to handle the account of its Advisor Source customer consulting service, which had been at Digitas, Boston.

Correction: September 16, 2000, Saturday An entry in the Addenda listing of the Media Business page on Tuesday about Charles Schwab & Company's selection of Halloran Robertson & Associates in San Jose, Calif., to handle an assignment for its Advisor Source customer consulting service misidentified the agency that had the role previously.

As entrepreneurs, we are so busy convincing investors, employees, advisors and customers of our vision of the future, sometimes we're blinded to the underlying reality of the market around us until it's too late.

The Icebreaker community, which exists online and offline via multiple kinds of events being run and supported by the newly outed VC, is designed not only to help co-founders find each other — in a vein not entirely dissimilar to some of the work being carried out by the U.K.'s Entrepreneur First — but also new recruits, advisors, contacts, customers, and wider feedback.

Investors, advisors, friends, customers, family members, virtually everyone, will share advice.

In fact, in order for it to be effective you need to be out there locating and talking to potential advisors, mentors, customers and team members as well as actively researching and kicking the tires in terms of your assumptions.

To receive follow-up provisions, insurers must acknowledge the broker pool as the end customers' advisor and transfer their insurance contracts.

The advisors measure the customers, show them swaths of fabric, and help them select a few options.

The advisors measure the customers to ensure a perfect fit, show them swaths of fabric, and help them select a few options.