Prioritize your to-do list
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how to prioritize tasks on your to-do list to increase productivity.
- By: Jim Ruta
- February 19, 2015 October 30, 2019
- 06:15
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how to prioritize tasks on your to-do list to increase productivity.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Unique provision aims to balance interests, provide greater certainty
GoSmart targets newer investors, excludes mutual funds, GICs, bonds, options
Regulators flag retail investor issues, market structure, resilience for 2026