Demonstrate credibility with designations
As clients ask more questions about the qualifications of advisors, designations can help you stand out
- By: Tessie Sanci
- January 21, 2014 October 30, 2019
- 11:00
Latest news in Practice Management
Four reasons to talk to your compliance rep
Asking first can prevent problems down the road
- By: Tessie Sanci
- January 20, 2014 October 30, 2019
- 11:35
Ruta’s Rules: Achieve more by doing less
In part three of this weekly series Jim Ruta, managing partner, LifeAssist Software, explains the five top things advisors do that slow their productivity. He…
- By: Jim Ruta
- January 19, 2014 October 30, 2019
- 13:50
Your online digital cleanup
Organizing your Internet tools and resources can add to your efficiency
- By: Tessie Sanci
- January 13, 2014 October 30, 2019
- 11:30
Ruta’s Rules: Catch up and get running in 2014
Are you two weeks into the new year and a month behind? In part two of this weekly series, Jim Ruta, managing partner, LifeAssist Software,…
- By: Jim Ruta
- January 12, 2014 October 30, 2019
- 12:00
How to clean up your computer files
A disorganized hard drive wastes time and money and can be costing you business
- By: Tessie Sanci
- January 10, 2014 October 30, 2019
- 12:30
Four tips for success in 2014
Experts share their top practice-management strategies for the new year
- By: Tessie Sanci
- January 6, 2014 October 30, 2019
- 12:11
Ruta’s Rules: Rising gas prices can fuel your success
Jim Ruta, managing partner, LifeAssist Software, returns with pragmatic tips to help you take your business to the next level in 2014. In part one…
- By: Jim Ruta
- January 5, 2014 October 30, 2019
- 15:35
Keep your business resolutions for 2014
Learn from last year’s successes and aim for value, not money
- By: Tessie Sanci
- January 2, 2014 October 30, 2019
- 12:00
The year ahead: A four-step client-appreciation strategy
The year ahead: A four-step client-appreciation strategy
- By: Tessie Sanci
- December 20, 2013 October 30, 2019
- 12:31
The year ahead: Prepare a mission statement
Craft a message that will guide your practice toward your goals
- By: Tessie Sanci
- December 19, 2013 October 30, 2019
- 12:05
The year ahead: Pursuing goals
Stay focused, but remain open to change
- By: Tessie Sanci
- December 18, 2013 October 30, 2019
- 11:00
The year ahead: Setting goals
Choose objectives you want to achieve
- By: Tessie Sanci
- December 17, 2013 October 30, 2019
- 12:25
Ruta’s Rules: Don’t segment clients, invite them
In the final video of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, alerts advisors to the perils of client segmentation. He gives tips…
- By: Jim Ruta
- December 16, 2013 October 30, 2019
- 15:21
Year-end review: accentuate the positive
A three-part series on conducting a year-end review of your practice
- By: Tessie Sanci
- December 16, 2013 October 30, 2019
- 10:41
Retirement planning for affluent women and conquering ‘bag lady syndrome’
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd., talks about “bag lady syndrome” — the fear many affluent…
- By: Dan Richards, Sandra Pierce
- December 10, 2013 October 30, 2019
- 09:11
Ruta’s Rules: The perfect way to start a sales call
In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase…
- By: Jim Ruta
- December 8, 2013 October 30, 2019
- 11:00
Helping clients through a ‘grey divorce’
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss their book, “When Harry left Sally: Finding your way through grey…
- By: Dan Richards, Eva Sachs, Marion Korn
- December 3, 2013 October 30, 2019
- 16:20
Five ways to deal with a demanding client
Make sure they understand your procedure
- By: Tessie Sanci
- December 2, 2013 October 30, 2019
- 11:35
Ruta’s Rules: Use an accountability partner to help set and keep goals
In part 10 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to use an “accountability partner” for help in setting and…
- By: Jim Ruta
- December 2, 2013 October 30, 2019
- 06:15
Ruta’s Rules: A new take on needs analysis
In part nine of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asks, why are we so concerned about self-insurance? He offers a different…
- By: Jim Ruta
- November 27, 2013 October 30, 2019
- 08:10
Strategies for helping elderly clients
Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively with clients and their families, focuses attention on estate planning, and encourages the…
- By: Dan Richards, Susan Levesque
- November 25, 2013 October 30, 2019
- 06:15
FPSC Symposium: Three essentials to truly get to know your client
Mitch Anthony, President, Advisor, Insights, Inc., explains the three elements that are a must to truly get to know your client. Anthony explains that advisors…
- By: Mitch Anthony
- November 21, 2013 October 30, 2019
- 08:40
Three key habits for building relationships
Look after yourself and communicate with staff and clients
- By: Tessie Sanci
- November 20, 2013 October 30, 2019
- 12:00
Ruta’s Rules: How to break into the business market
In part eight of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to enter the business market, even if you are not…
- By: Jim Ruta
- November 19, 2013 October 30, 2019
- 17:10