Multitasking is out: focus is in
The idea that you can execute more than one task at a time is an illusion: psychologist
- By: Tessie Sanci
- May 9, 2014 October 30, 2019
- 10:00
Latest news in Practice Management
What’s your business culture?
Defining your values and putting them into practice can lead to better client relationships
- By: Tessie Sanci
- May 8, 2014 October 30, 2019
- 09:50
How many appointments per week is enough?
- By: Jim Ruta
- May 7, 2014 October 30, 2019
- 06:40
Three ways to get yourself out of a rut
Routine is not organization, any more than paralysis is order,” said Arthur Helps, a 19th century English historian and novelist. While your established routine may…
- By: Tessie Sanci
- May 5, 2014 October 30, 2019
- 13:40
Three skills of the top one per cent
In part six of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three skill sets of the top one per cent of advisors. He explains…
- By: Dan Richards
- May 5, 2014 October 30, 2019
- 07:15
Casual Friday: Five steps to a more effective Friday
It’s a good day to reflect, look ahead and propel your business forward
- By: Tessie Sanci
- May 2, 2014 October 30, 2019
- 10:30
Prospecting is a steady job
Maintaining a healthy pipeline means connecting with people every day
- By: Tessie Sanci
- May 1, 2014 October 30, 2019
- 10:55
How to place rated cases so clients feel good about them
In part one of an all new 12-part series of Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, gives tips on handling rated cases, including tips for advisors and how…
- By: Jim Ruta
- April 29, 2014 October 30, 2019
- 07:20
What does it take to get into the top one per cent?
In part five, Dan Richards, CEO, Client Insights, identifies six top attitudes that distinguish the top producing one per cent of advisors. From resisting complacency to…
- By: Dan Richards
- April 27, 2014 October 30, 2019
- 13:50
Four ways to demonstrate your leadership
Establish your reputation as an expert among your clients and in your community
- By: Tessie Sanci
- April 22, 2014 October 30, 2019
- 09:55
Avoid these common regulatory issues
Many compliance calls come as a result of potential conflicts of interest
- By: Tessie Sanci
- April 21, 2014 October 30, 2019
- 09:00
How to make your message 22 times more memorable
In part four of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how storytelling makes client presentations more memorable. He outlines four steps to telling…
- By: Dan Richards
- April 21, 2014 October 30, 2019
- 08:35
The top reason compliance officers call advisors
Suitability issues are frequently questioned
- By: Tessie Sanci
- April 17, 2014 October 30, 2019
- 10:10
Effective communication: The power of visuals
In part three, Dan Richards, CEO, Client Insights, explains the powerful impact that visuals have in client communications. He runs though advantages of imagistic communication…
- By: Dan Richards
- April 13, 2014 October 30, 2019
- 15:50
Valuing every team member
How to get the best from all of your employees — and keep clients happy
- By: Tessie Sanci
- April 10, 2014 October 30, 2019
- 11:35
What you need to know about the Heartbleed bug
Internet security bug affects two-thirds of the web. Take steps now to protect yourself and your clients
- By: Danny Bradbury
- April 9, 2014 October 30, 2019
- 12:30
A $3 million prospect, a 30-minute meeting
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with…
- By: Dan Richards
- April 5, 2014 October 30, 2019
- 12:30
Gaining Altitude: How to engage your clients in conversation
Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains…
- By: Dan Richards
- March 31, 2014 October 30, 2019
- 10:35
Developing an investment philosophy
Articulate your core beliefs in a brief document
- By: Tessie Sanci
- March 26, 2014 October 30, 2019
- 10:20
How CRM 2 can enhance your clients’ experience
Prema Thiele, partner at Borden Ladner Gervais LLP, breaks down the challenges of implementing the second phase of the Client Relationship Model. She explains how…
- By: Patricia Chisholm, Prema Thiele
- March 24, 2014 October 30, 2019
- 16:20
A proactive approach to improving your practice
Set aside time to work on your business
- By: Tessie Sanci
- March 24, 2014 October 30, 2019
- 11:30
Ruta’s Rules: A new life insurance business model
Jim Ruta, managing partner and chief sales officer, InforcePRO, proposes a new business model that can dramatically increase the professionalism of the life insurance business.…
- By: Jim Ruta
- March 24, 2014 October 30, 2019
- 05:01
Casual Friday: Four steps to a tidy, welcoming office
A warm yet orderly space is key to making clients feel comfortable
- By: Tessie Sanci
- March 21, 2014 October 30, 2019
- 10:00
Ruta’s Rules: Boost your business with field underwriting
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how field underwriting can build your business, forge closer relationships with your clients and increase…
- By: Jim Ruta
- March 17, 2014 October 30, 2019
- 05:10
Giving feedback that builds loyalty
Treat your team fairly, but take notice of their individuality
- By: Tessie Sanci
- March 13, 2014 October 30, 2019
- 12:00