Season 2 of the informative and timely video series Inside the Advisor’s Study, hosted by insurance industry veteran Jim Ruta, has begun. In this 12-part series, Ruta, performance consultant with the Expert Institute, talks with leading industry figures on novel and successful business models for insurance professionals.
November 21, 2012In segment twelve, Kevin Smith, principal, ICON Advanced Planning Inc. in Toronto, discusses the challenges to transitioning your practice to a family office business model. Main points include: transparency, outsourcing and restructuring your office to include a team who can handle the procedures and tax efficiencies required for HNW clients. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment 10, Denis Bugeja, DPB Insurance & Financial Services, explains how he gets great results by allocating 15 to 20% of his revenue to advertising and marketing. Bugeja gives four simple tips for successful marketing. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment nine, Denis Bugeja, DPB Insurance and Financial Services, discusses how he keeps marketing efforts simple and different — by delivering messages with everything from cupcakes to hockey. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment eight, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, explains how to build a fee-based practice that increases transparency, client satisfaction and revenues. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Keeping it in the Family: Successful Succession In segment seven, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, has worked with his father for 20 years in a successful advisor practice. Nelson explains how he gradually took over more responsibilities. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment 6 of The Advisors' Study, Daryl Diamond, Author, Educator, Retirement Income Specialist, explains how Diamond Planning Retirement Ltd. uses a fully transparent fee model to increase both revenues and trust in client relationships. Diamond spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment 5 of this series, Daryl Diamond of Winnipeg-based Diamond Retirement Ltd., discusses why he focuses exclusively on helping retirees create income streams from the assets and benefits they have. He explains why there is a great demand for his service. Diamond spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment 4 of this series, Bruce Etherington, founder, Bruce Etherington & Associates / Family Harmony & Philanthropy, offers lessons in relationship building that advisors can use to create a philanthropy building business. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment 3 of this series, Bruce Etherington, founder Bruce Etherington & Associates / Family Harmony & Philanthropy, explains how he reinvented his business to focus on helping clients donate millions of dollars to Canadian charities. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
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