Jim Ruta, president, AdvisorCraft Media and Consulting, explains why good times or bad times only serve to make life insurance selling more important.
These six question will help you determine your effectiveness and your leadership style
Delegating tasks to team members can make you more efficient and facilitate growth
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, reviews the traits historically associated with women and suggests these skills may be critical to…
Jim Ruta, president, AdvisorCraft Media and Consulting, outlines five common errors that destroy the referrals process, and explains how to avoid or correct them.
How to get the best performance from your staff
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to comfortably ask clients for credible and persuasive testimonials.
Make sure your time and money has been well spent
Creating dynamic teams can build your practice
Jim Ruta, president, AdvisorCraft Media and Consulting, discusses why top producers use the title “life insurance agent” to clearly explain their value to clients and…
Before beginning the process of expanding your team, consider whether your business truly needs an extra hand
The long-term advantages far outweigh the costs
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to create marketing materials that set you apart from other advisors.
Become an expert in your chosen area
The right relationships can help you offer a full range of services
Jim Ruta, president, AdvisorCraft Media and Consulting, breaks down the seven toughest dues that advisors face, and explains how meeting these challenges will drive your…
Top advisors understand their clients’ needs and put their clients’ interests first
Take the opportunity to plan next year’s contributions
Jim Ruta, president, AdvisorCraft Media and Consulting, discusses how advisors can take advantage of the lack of service in the financial industry. He explains how…
Dedicate at least half a day per week to business-building activities
In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients.…
Keeping clients informed helps ensure loyalty
Jim Ruta, president, AdvisorCraft Media and Consulting, explains that success is not dependent on rate of return, but rather on the basic steps of sound…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses why people with internal motivators for their work outperform those who are externally motivated.…