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.
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...