Boost the impact of your client meetings by 30% in five minutes
Dan Richards explains how to improve results in client meetings by 30% with some straightforward tactics (Part 1 of 8)
- By: Dan Richards
- April 10, 2017 October 30, 2019
- 05:45
Latest news in Practice Management
The top five ways to start the life insurance discussion
Jim Ruta explains five effective ways to transition prospects from small talk to the life insurance discussion
- By: Jim Ruta
- April 6, 2017 October 30, 2019
- 06:00
Answering the “robo” question
What to say when your client asks: Why should I work with you and not a robo?
- By: Charles Bossy
- April 3, 2017 October 30, 2019
- 09:20
The last thing every advisor wants to do
Jim Ruta gives tips on how to measure the activities that lead to business growth (Part 4 of 4)
- By: Jim Ruta
- March 28, 2017 October 30, 2019
- 11:50
The secret to consistency
Jim Ruta explains that the key to consistency is applying organizational strategy, and gives tips on implementing organization in your business (Part 3 of 4)
- By: Jim Ruta
- March 21, 2017 October 30, 2019
- 13:00
Three things advisors need to know to survive an audit
Ellen Bessner and Dan Richards discuss how advisors should respond when they are audited by a regulator (Part 8 of 8)
- By: Dan Richards, Ellen Bessner
- March 20, 2017 November 9, 2019
- 06:00
Every advisor’s real business
Jim Ruta explains his view that “communicating to compel co-operation” is the real business of advisors (Part 2 of 4)
- By: Jim Ruta
- March 14, 2017 October 30, 2019
- 09:00
How to handle client complaints
Ellen Bessner and Dan Richards discuss the steps you need to take right away if a client makes a complaint that may involve a lawsuit…
- By: Dan Richards, Ellen Bessner
- March 12, 2017 November 9, 2019
- 10:00
Are you inspired enough to prospect?
Jim Ruta explains that being inspired is the key to successful prospecting (Part 1 of 4)
- By: Jim Ruta
- March 9, 2017 October 30, 2019
- 06:35
Regulatory changes that endanger your licences
Ellen Bessner and Dan Richards explain that an issue with one regulator is increasingly requiring advisors to respond to several regulatory bodies (Part 6 of…
- By: Dan Richards, Ellen Bessner
- March 3, 2017 November 9, 2019
- 16:00
The common business axiom that isn’t true
Jim Ruta explains the accepted business dictum that’s not true and may diminish your performance if followed
- By: Jim Ruta
- February 28, 2017 October 30, 2019
- 06:00
Talking to millennials about insurance
Talking to millennials about insurance
- By: Beatrice Paez
- February 27, 2017 October 30, 2019
- 14:05
Three risk tolerance traps
Ellen Bessner and Dan Richards explain three common approaches to managing clients' risk tolerance that leave advisors open to litigation risk (Part 5 of 8)
- By: Dan Richards, Ellen Bessner
- February 27, 2017 November 9, 2019
- 06:30
Going solo: Should you make the leap?
Independence has both benefits and costs. Here are some factors to consider
- By: Beatrice Paez
- February 24, 2017 October 30, 2019
- 10:40
Get the most from your vacation
Tie up loose ends beforehand and leave a go-to person in charge of your duties
- By: Beatrice Paez
- February 23, 2017 October 30, 2019
- 11:15
Three KYC traps
Ellen Bessner and Dan Richards explain three key common know-your-client pitfalls that can lead to lawsuits (Part 4 of 8)
- By: Dan Richards, Ellen Bessner
- February 21, 2017 November 9, 2019
- 06:30
Is your sales philosophy killing your sales?
Jim Ruta explains that insurance advisors may have preconceptions that decrease their sales. He gives tips on overcoming biases and boosting sales results
- By: Jim Ruta
- February 17, 2017 October 30, 2019
- 06:30
Tap your inner circle for new clients
Your family members, friends and acquaintances can help you grow your business
- By: Dwarka Lakhan
- February 14, 2017 October 30, 2019
- 12:15
Prepare for the next mystery shop
Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops…
- By: Dan Richards, Ellen Bessner
- February 14, 2017 November 9, 2019
- 06:00
Create a cybersecurity plan
Keep track of all users of your firm’s devices and software, and check your vulnerability regularly
- By: Dwarka Lakhan
- February 13, 2017 October 30, 2019
- 10:00
Why you should focus on client retention
Getting new clients is good, but keeping the clients you have can be far more profitable
- By: Dwarka Lakhan
- February 10, 2017 October 30, 2019
- 12:00
Create a women-friendly workplace
Mentoring and education programs can help women reintegrate into the profession
- By: Beatrice Paez
- February 7, 2017 October 30, 2019
- 12:20
Three shortcuts that can cause legal trouble
Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)
- By: Dan Richards, Ellen Bessner
- February 6, 2017 November 9, 2019
- 15:10
Talking to your clients about insurance
Show them how various products can fit into the different stages of their lives
- By: Dwarka Lakhan
- February 6, 2017 October 30, 2019
- 11:45
Protect your information online
A few simple steps can help keep your data safe
- By: Beatrice Paez
- February 3, 2017 October 30, 2019
- 12:45