Performance consultant Jim Ruta helps insurance advisors build their business in this video series. Each week Jim answers advisor questions on current and critical issues affecting insurance advisor performance.
May 20, 2013
Performance consultant Jim Ruta helps insurance advisors build their business in this video series. Each week Jim answers advisor questions on current and critical issues affecting insurance advisor performance.
May 20, 2013In part three, Jim Ruta answers the question: How can I get powerful recommendations, rather than just simple referrals? He shares his tips on how to earn powerful recommendations from clients. Ruta spoke with Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
In part two, Jim Ruta answers the question: How do I make life insurance more interesting to clients and prospects? From “Good Will Funding” to the “Unwill” Ruta shares his tips on life insurance sales and to how best help your clients protect their lifestyle and those close to them. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
IE.TV is kicking off 2013 with a new 12-part interactive series Insurance Coach Q&A, with performance consultant Jim Ruta. Each week Ruta answers critical questions on insurance advisor performance. In part one, he responds to a query about how to get a jump on production in the new year. Ruta shares expert tips -- from structuring your year over ten months, to goal-setting that inspires action, prospecting and meeting your goals and then some. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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