Sales & Marketing

Ruta: Financial planning should start with security

Interview of Jim Ruta |

Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, explains why advisors should treat “insuring the uncontrollables” as the foundation of financial planning. He says the taking care of the financial security needs of your client is the crucial first step in any financial plan. He spoke at the TMX Broadcast Centre in Toronto.