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 featured on our next video, so stay tuned.
Feature videos
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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 ...
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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 case...
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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 ...
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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 ...
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The true meaning of fiduciary responsibility
In part nine, Jim Ruta answers the question: What is the true meaning of fiduciary responsibility? H...
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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 th...
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Avoiding the most common mistake insurance advisors make
In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisor...
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One easy opportunity that insurance advisors miss
In part six, Jim Ruta answers the question: Are there life insurance opportunities that advisors mis...
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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 succes...