In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why pre-approach letters work. He gives specific examples of headlines…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites new research that shows that reputation is more important than referrals for boosting clientele.…
Set objectives and plan to network
Go beyond managing their portfolio and become deeply connected with them
Start with a business plan — and a good CRM system helps
Don’t just phone it in — a productive telephone meeting requires preparation, leadership and consideration
Manage your energy to get the most out of your day
In this week's Gaining Altitude, Dan Richards, CEO, Client Insights, explains how setting daily goals and tracking them boosts your performance. Richards cites recent sports…
In honour of Investment Executive’s 25th anniversary, we asked Dan Richards, CEO, Client Insights to predict what advice industry will look like 25 years from…
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, lists the top 10 life and lifestyle questions essential to an…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, give pragmatic tips on how to prosper in a world of fee transparency and communicate…
A lack of planning tops the list
A written schedule of tasks not only organizes your day; it’s good for your brain
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains the importance of a written presentation for life insurance sales.…
Let your clients and prospects get to know your staff and COIs
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, says CRM2 will have clients increasingly focus on what they pay for the advice they…
Canine companions can lower stress levels and enhance staff morale. But not all dogs are office-friendly
Invite clients’ children to meetings and relationship-building events
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains why “fishing” calls no longer work and offers a new…
Make a daily appointment to strengthen your relationships
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can dramatically elevate your awareness and understanding of social media in a…
Get your worry under control and learn from experience
There are four key steps you need to take to ensure your financial advisory practice is allocating resources to the right place in order to…
Employees often respond well to carefully chosen background music
Much can be gained by building a centre-of-influence network with professionals such as architects, high-end car salespeople, real estate agents or owners of clothing boutiques