Home In Depth Special Reports Inside the Advisor’s Study: Season II

Inside the Advisor’s Study: Season II

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, 2012

Transitioning to a family office business model

In 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.

  • November 21, 2012 September 14, 2019
  • 06:51

Delivering “peace of mind” to HNW clients ensures success

  • November 14, 2012 September 14, 2019
  • 08:00

Best-value marketing ideas

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.

  • November 7, 2012 September 14, 2019
  • 07:00

Simple but different marketing pays off

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.

  • November 1, 2012 September 14, 2019
  • 12:20

How to build a successful fee-based practice

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.

  • October 24, 2012 September 14, 2019
  • 06:50

Successful succession keeps business in the family

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.

  • October 17, 2012 September 14, 2019
  • 05:50

Transparent fee model raises revenues

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.

  • October 11, 2012 September 14, 2019
  • 06:00

Creating income streams for retirees

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.

  • October 3, 2012 September 14, 2019
  • 06:05

Heroes, villains and happy endings

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.

  • September 26, 2012 September 14, 2019
  • 11:00

Etherington: Finding success with philanthropy

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.

  • September 19, 2012 September 14, 2019
  • 05:00