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You’ve got to keep records to break records

You’ve got to keep records to break records

Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

  • By: Jim Ruta
  • December 12, 2017 November 18, 2018
  • 15:20
The first three topics a divorcing couple needs to discuss

The first three topics a divorcing couple needs to discuss

Nathalie Boutet explains what should be the priorities of a couple that has decided to dissolve a marriage

Why enthusiasm makes a difference

Why enthusiasm makes a difference

Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters

  • By: Jim Ruta
  • December 5, 2017 November 18, 2018
  • 09:35
Help clients navigate the prenuptial agreement minefield

Help clients navigate the prenuptial agreement minefield

Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements

Four ways to break out of a sales slump

Four ways to break out of a sales slump

Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free

  • By: Jim Ruta
  • November 28, 2017 November 18, 2018
  • 14:15
Helping clients with marriage and prenuptial planning

Helping clients with marriage and prenuptial planning

Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients

Six ways to make insurance more compelling

Six ways to make insurance more compelling

Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients

  • By: Jim Ruta
  • November 22, 2017 November 18, 2018
  • 17:10
Help for aging property owners

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • By: Kevin Wark
  • November 19, 2017 November 19, 2018
  • 12:00
A common misconception that can damage your prospecting

A common misconception that can damage your prospecting

Jim Ruta explains how insurance advisors can avoid making a common prospecting error

  • By: Jim Ruta
  • November 13, 2017 November 18, 2018
  • 16:15
Retirement income planning for longevity risk

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • By: Kevin Wark
  • November 12, 2017 November 19, 2018
  • 18:30

Protect your practice from ransomware

A layered approach can help ensure that if one line of defense fails, another will provide protection

  • By: Leah Golob
  • November 8, 2017 November 18, 2018
  • 11:15
Crossing the “line of insurability”

Crossing the “line of insurability”

Jim Ruta explains why time is of the essence when buying life insurance

  • By: Jim Ruta
  • November 7, 2017 November 18, 2018
  • 16:15
Life insurance tax changes: Winners, losers and what advisors need to know

Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • By: Kevin Wark
  • November 6, 2017 November 19, 2018
  • 06:00
Eliminate dead time — and prosper

Eliminate dead time — and prosper

Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts

  • By: Jim Ruta
  • November 1, 2017 November 18, 2018
  • 16:00
Benefits of life interest trusts for HNW clients

Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 November 19, 2018
  • 13:00
New technology will change advisors’ business model

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

Navigating changes to testamentary trusts

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • By: Kevin Wark
  • October 20, 2017 November 19, 2018
  • 12:35
Five qualities to consider when hiring staff

Be a key resource for HNW clients

Wealthy clients don’t have much time and want advisors to take care of their unique needs

  • By: Leah Golob
  • October 19, 2017 November 18, 2018
  • 18:00
How new technology will change referrals, prospecting and conversion

How new technology will change referrals, prospecting and conversion

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

Stop underinsuring clients

Stop underinsuring clients

Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured

  • By: Jim Ruta
  • October 17, 2017 November 18, 2018
  • 12:25
Changes coming to passive investment rules?

Changes coming to passive investment rules?

Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work

  • By: Kevin Wark
  • October 13, 2017 November 19, 2018
  • 13:55
Advisors must embrace changing technology

Advisors must embrace changing technology

George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…

Breaking down Ottawa’s proposed tax changes

Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • By: Kevin Wark
  • October 9, 2017 November 19, 2018
  • 18:00
The ironic key to iconic success

The ironic key to iconic success

Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance

  • By: Jim Ruta
  • October 5, 2017 November 18, 2018
  • 12:20
Four common mistakes to avoid

Casual Friday: Are you sabotaging yourself?

Avoid these common self-destructive thought patterns

  • By: Leah Golob
  • September 27, 2017 November 18, 2018
  • 14:50