In the final video of a six-part series on regulatory changes, Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP,…
A well-suited mentor is not necessarily someone who is more experienced than you, and he or she may even be in a different industry
Take steps each day to grow both professionally and personally
Mentoring has many benefits for both junior advisors establishing their careers and senior advisors striving to keep up with changes in the industry
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, breaks down four steps to successful prospecting for insurance advisors.
In part five of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
Your guiding principle should reflect your beliefs and how they relate to your clients’ objectives
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains five things life insurance advisors can do that robots can’t — from initiating…
You must know your competitors, the products and services they offer and how you stack up against them in assessing your growth potential
In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
What unscripted theatre can teach you about dealing with clients and colleagues
Choose courses that are aligned with your business goals
Focus on long-term goals rather than short-term performance
In part three of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
Cleaning up your computer screen and organizing your files can improve your efficiency
Developing a rapport with your clients’ children or parents can help you expand your business
Follow your passions and improve your standing in the community
Inform your clients in advance and don’t try to do too much too soon upon your return
In part two of a six-part series on targeted regulatory reforms, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
Not all prospective buyers start with a healthy practice and look for a roster of clients that suits their business
The key is finding a roster of clients that suits your business and showing that you are the right advisor to serve those clients
In part one of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
You can be more successful if you approach the process as two parties seeking an agreement rather than as a conflict
Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains why focusing on “low-hanging fruit” can severely limit your business. He discusses how…
Compliance officers are there to ensure you and your firm stay out of trouble. Here are some tips on how to help them do that