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 two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He spoke with Jim Ruta, performance consultant with the Expert Institute, at he TMX Broadcast Centre in Toronto.
In segment one of this 12-part series, Jim Ruta, performance consultant with the Expert Institute, speaks with Chris Funnell, founder of TermCanada.com. Funnell explains how he runs a fully compliant insurance business from his home – without ever meeting a client, and using only Internet, phone and mail. They spoke at the TMX Broadcast Centre in Toronto.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
