In the final video of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how to incorporate mid- and long-term…
Although some sources of stress are just beyond your control, there are steps you can take to curb your overall stress levels
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains the top five errors advisors make when selling life insurance — and how…
Digitize and organize your paper trail
Expand your client base beyond your own demographic group
In part six of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how minor mistakes, if dealt with properly,…
Your smartphone or tablet can pack handy tools to help you navigate your next business trip
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains why insurance advisors must read their agency contract. He gives tips on what…
Four tips to make your evaluations fair and effective
A shared office space provides a professional business address and networking opportunities
In part five of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights explains how to use Skype or FaceTime to…
Jim Ruta, president, AdvisorCraft Media and Consulting, says the most common prospect networking mistake is targeting too many people. He explains how focus your efforts…
An informal approach to meeting new contacts can multiply your COI network
In part four of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses what Google does to make sure its…
Be a good listener and provide a safe place for your client to express her feelings
Ask yourself these five questions before taking on this sensitive role
Jim Ruta, president, AdvisorCraft Media and Consulting, asserts that you can boost your business, increase community and clients, and build a succession strategy all at…
Invite clients who share common characteristics, and encourage participation
Success depends on planning and audience participation
In part three of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that shows superior performance is a…
Help your clients involve their children at an early age
Clients are often more receptive to a philanthropic plan than to a financial plan
Jim Ruta, president, AdvisorCraft Media and Consulting, asks insurance advisors, “Do you want to be the next Ben Feldman or John Savage?” He gives tips…
In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can…
Jim Ruta, president, AdvisorCraft Media and Consulting, provides his thoughts on the insurance products and services you should prioritize for your prospects and clients.