Discovery Meeting Sample Clauses

Discovery Meeting. During this meeting, TRIARQ Certified Consultant/Trainers, a TRIARQ Partner and representatives from the practice meet remotely to discuss the unique needs of the practice, to set dates, milestones, and expectations and to verify that previous information collected from the practice is still accurate. This is important to ensure that the practice’s Q Live date (i.e. the day or days that the practice goes live with their TRIARQ software) runs smoothly.
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Discovery Meeting. If a decision is made to proceed we will carry out an extensive assessment of your personal and financial circumstances at the outset, to establish your financial planning requirements. This will include: • Client and fee agreements issued and signed • Gathering of information about your individual circumstances, your career or business interests, your existing assets and financial arrangements, information relating to your income, your expenditure, existing financial arrangements and any liabilities you may have. • Understanding of your investment knowledge, your appetite for risk, your capacity to cope with losses and your investment time horizon. This helps us to analyse your existing holdings or recommend a diversified portfolio for new investments that matche your risk profile. • Understanding your goals and requirements so we can provide advice that is suitable and helps you to achieve your objectives. Analysing and Evaluation Your Financial Planner will then analyse and evaluate the information received to formulate the advice required to address your goals and objectives. At this stage, we may refer back to you prior to issuing the advice for discussion or for additional clarification.
Sample 1
Discovery Meeting. (Meeting 1) ◼ The Discovery Meeting is all about you. We will take the time to really listen to your personal, family and business objectives. ◼ You’ll talk about the issues that you need help with. ◼ We will ask you some thought-provoking questions to get you to consider what’s really important to you. ◼ You will get a feel for how we can help you and the service that your Estate Planner will provide. The Planning Meeting (Meeting 2) (if required) ◼ We will meet again to clarify some specific lifestyle objectives that you wish to focus on. ◼ We will show you a ‘road map’ of your financial future and some of the options and compromises available to you. ◼ We will collect all of the information we require to begin creating your comprehensive Estate Planning recommendations.
Sample 1
Discovery Meeting. (Meeting 1) ■ The Discovery Meeting is all about you. We will take the time to really listen to your personal, family and business objectives. ■ You’ll talk about the issues that you need help with. ■ We will ask you some thought provoking questions to get you to consider what’s really important to you. ■ You will get a feel for how we can help you and the service that your financial planner will provide. The Financial Planning Meeting (Meeting 2) ■ We will meet again to clarify some specific lifestyle objectives that you wish to focus on. ■ We will show you a ‘road map’ of your financial future and some of the options and compromises available to you. ■ We will collect all of the information we require to begin creating your comprehensive financial planning recommendations.
Sample 1
Discovery Meeting. If a decision is made to proceed we will carry out an extensive assessment of your personal and financial circumstances at the outset, to establish your financial planning requirements. This will include:  Client agreement and service proposition signed  Gathering of information about your individual circumstances, your career or business interests, your existing assets and financial arrangements, information relating to your income, your expenditure, existing financial arrangements and any liabilities you may have.  Understanding of your investment knowledge, your appetite for risk, your capacity to cope with losses and your investment time horizon. This helps us to analyse your existing holdings and recommend a diversified portfolio that matches your risk profile and the subsequent assessment and suitability of any existing holdings.  Understanding your goals and requirements so we can provide advice that is suitable and helps you to achieve your objectives.
Sample 1
Discovery Meeting. We provide you with an initial consultation at our expense and without obligation. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost and levels of our services both initially and throughout our relationship with you.
Sample 1

Related to Discovery Meeting

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  • Scoping Meeting 4.2.1 A scoping meeting will be held within ten (10) Business Days after the Interconnection Request is deemed complete, or as otherwise mutually agreed to by the Parties. The Utility and the Interconnection Customer will bring to the meeting personnel, including system engineers and other resources as may be reasonably required to accomplish the purpose of the meeting. The scoping meeting may be omitted by mutual agreement in writing.

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  • Other Meetings Other meetings of the Board shall be held at such times and places as the Board, the Chairman, the President or any director shall from time to time determine.

  • Investigatory Meetings A. An employee required to attend an investigatory meeting shall receive advance notice of such meeting. Such notice shall include:

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