Practice Management

Insurance Coach Q&A

Performance consultant Jim Ruta helps insurance advisors build their business in this video series.  Each week Jim answers advisor questions on current and critical issues affecting insurance advisor performance. Send your questions to Q&A@investmentexecutive.com.

In this Special Feature

  • How to create and work with a financial advisory team

    In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding the right collaborators, working with a team to increase profits and prospects, and the role of the lead advisor in the team. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto.

  • Strategy Matters: A few big cases or more smaller ones?

    In part twelve, Jim Ruta answers the question: Which is better, a few big cases or more smaller cases? Expert performance coach, Jim Ruta, breaks down strategies for getting the most from a larger volume of cases. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at...

  • Three tips to turn a ‘No’ into a bonus for your business

    In part 11, Jim Ruta answers the question: What do I take from a ‘No’? Expert performance coach Jim Ruta gives practical tips for making prospecting approachable and effective for your business and your clients. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at...

  • Can I just sell life insurance?

    In part 10, Jim Ruta answers the question: Can I just sell life insurance products, or do I have to be a full financial planner? He weighs in on finding the balance between specializing your practice and providing full service for your clients. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance...

  • The true meaning of fiduciary responsibility

    In part nine, Jim Ruta answers the question: What is the true meaning of fiduciary responsibility? He explains the one fundamental approach that will ensure you are meeting the fiduciary duty in your practice. Ruta spoke with Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us...

  • How can staff help build your business?

    In part eight, Jim Ruta answers the question: How do I help my staff make effective service calls that will help me build my business? Ruta explains specific approaches, questions and strategies non-sales staff can use in a simple courtesy call that will build growth in your business. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre...

  • Avoiding the most common mistake insurance advisors make

    In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisors make? Ruta explains this common mistake that can lead to your client being uninsurable. He breaks down the underwriting strategies that will solve this problem and ensure a client will get coverage. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX...

  • One easy opportunity that insurance advisors miss

    In part six, Jim Ruta answers the question: Are there life insurance opportunities that advisors miss? He explains how to turn this gap in service into a benefit for clients. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be...

  • One flaw that can ruin a succession plan

    In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you must not do in a succession plan because it could derail both the succession and possibly your business. Ruta discusses how to craft a succession plan that is about expansion — and that will lead to success in both business and succession. HE spoke to Paula...

  • Last unwill and testament

    In part four, Jim Ruta reads from his “last unwill and testament,” a comedic, yet serious document that highlights the need for a will and the positive results you can achieve for your clients by ensuring that “good will funding” is in place. The “unwill” uses one of the oldest techniques in the book — humour — to place advisor and client on the same page while planning a successful life insurance...

  • Get powerful recommendations, not just referrals

    In part three, Jim Ruta answers the question: How can I get powerful recommendations, rather than just simple referrals? He shares his tips on how to earn powerful recommendations from clients. Ruta spoke with Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com....

  • Inspire your insurance clients

    In part two, Jim Ruta answers the question: How do I make life insurance more interesting to clients and prospects? From “Good Will Funding” to the “Unwill” Ruta shares his tips on life insurance sales and to how best help your clients protect their lifestyle and those close to them. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in...

  • How to jump start 2013

    IE.TV is kicking off 2013 with a new 12-part interactive series Insurance Coach Q&A, with performance consultant Jim Ruta. Each week Ruta answers critical questions on insurance advisor performance. In part one, he responds to a query about how to get a jump on production in the new year. Ruta shares expert tips -- from structuring your year over ten months, to goal-setting that inspires action,...