Top habits of successful advisors
Set goals and measure your progress
- By: Tessie Sanci
- November 19, 2013 October 30, 2019
- 11:50
Latest news in Practice Management
Should you ignore market forecasts?
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of forecasting for financial markets. He explains which measures do and do…
- By: Dan Richards, Michael Nairne
- November 17, 2013 October 30, 2019
- 17:00
Let your team evaluate you
Listening to your staff opens communication and improves your business
- By: Tessie Sanci
- November 12, 2013 October 30, 2019
- 11:45
Ruta’s Rules: Are your sales gimmick-based or values-based?
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice.…
- By: Jim Ruta
- November 11, 2013 October 30, 2019
- 16:25
Four steps to valuable performance reviews
Constructive evaluation is good for your business
- By: Tessie Sanci
- November 11, 2013 October 30, 2019
- 13:30
Get more from your CRM system
Build deeper bonds with clients by gathering and entering more information
- By: Tessie Sanci
- November 8, 2013 October 30, 2019
- 11:30
Do you have a mission impossible statement?
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or…
- By: Jim Ruta
- November 4, 2013 October 30, 2019
- 12:30
Three ways to boost team morale
Communicate, delegate and show appreciation
- By: Tessie Sanci
- October 30, 2013 October 30, 2019
- 10:15
Ruta’s Rules: Power pointing your presentations
In part five of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to deliver your key points with power to give compelling…
- By: Jim Ruta
- October 29, 2013 October 30, 2019
- 16:05
Get more from your COIs
Four ways to maximize the benefits for your clients, your COIs and your business
- By: Tessie Sanci
- October 28, 2013 October 30, 2019
- 10:10
Build stronger working relationships with support staff
Kenneth Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from the field on how advisors can establish stronger relationships with…
- By: Dan Richards, Ken Dick
- October 28, 2013 October 30, 2019
- 05:00
What your client advisory board members can expect
Make sure they understand their responsibilities — and yours
- By: Tessie Sanci
- October 25, 2013 October 30, 2019
- 10:51
Who should be on your client advisory board?
Your nine to 12 members should represent four key roles
- By: Tessie Sanci
- October 24, 2013 October 30, 2019
- 10:15
Four questions to ask before setting up a client advisory board
You must be willing to listen and follow through on recommendations
- By: Tessie Sanci
- October 23, 2013 October 30, 2019
- 10:45
Ruta’s Rules: Everyone is in sales
In part four of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains that everyone is in sales — even those who think they…
- By: Jim Ruta
- October 23, 2013 October 30, 2019
- 05:00
Building client loyalty: three key steps
Engaging your clients helps fend off the competition
- By: Tessie Sanci
- October 22, 2013 October 30, 2019
- 13:10
Improve retention by engaging your clients
Here are some steps you can take to evaluate your clients’ experience
- By: Tessie Sanci
- October 21, 2013 October 30, 2019
- 12:40
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key attributes that financial advisors need to succeed. With several…
- By: Dan Richards, Shannon Burch
- October 20, 2013 October 30, 2019
- 17:50
Ruta’s Rules: Tell your title like it is
In part three of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, outlines the benefits of ensuring your title describes precisely what you do…
- By: Jim Ruta
- October 16, 2013 October 30, 2019
- 09:30
Why permanent life is making a comeback with business owners
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He…
- By: Dan Richards, Russ McEdwards
- October 13, 2013 October 30, 2019
- 05:00
Client Feedback: What to ask
Questions should cover four main areas. Include a “comments” section
- By: Tessie Sanci
- October 11, 2013 October 30, 2019
- 10:30
Why you need client feedback
Use a formal process and ask consistent questions
- By: Tessie Sanci
- October 10, 2013 October 30, 2019
- 11:00
Ruta’s Rules: Earn referrals with your delivery process
In part two of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to generate referrals with your delivery process. He gives pragmatic…
- By: Jim Ruta
- October 10, 2013 October 30, 2019
- 08:10
Thanking your team is good for business
Staff appreciation builds loyalty. It should be part of your budget
- By: Tessie Sanci
- October 9, 2013 October 30, 2019
- 10:50
Choosing a mentor
Once you’ve found a prospect, you still need to make sure it’s a good fit
- By: JoAnne Sommers
- October 7, 2013 October 30, 2019
- 09:35