Expert performance coach Jim Ruta, managing partner, LifeAssist Software, offers his best advice to take your insurance practice to the next level. In Ruta’s Rules, a 12-part video series, Ruta serves up specific, actionable tips that advisors can use in their everyday business. Watch for guidance on such items as how to generate referrals, what you should say in an engagement letter and what to cover in a productive annual client review.
December 16, 2013In the final video of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, alerts advisors to the perils of client segmentation. He gives tips on how to invite clients to choose their preferred level of enhanced services. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase so powerfully effective, Ruta calls "the golden question." Ruta spoke at the TMX Broadcast Centre in Toronto.
In part 10 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to use an “accountability partner” for help in setting and keeping goals. If you meet your goals, your partner buys lunch. Sounds easier already, doesn’t it? Ruta spoke at the TMX Broadcast Centre in Toronto.
In part nine of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asks, why are we so concerned about self-insurance? He offers a different take on capital needs analysis that can offer added value and opportunity. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part eight of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to enter the business market, even if you are not a business specialist. He gives sales and product tips on business insurance that delivers exceptional value to business clients. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice. He explains why a values-based approach is the strongest sales approach for your practice. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or unwieldy. He suggests crafting an “expert identity statement”, and explains how to cut to the quick with a direct description that puts your goals and target market in the clearest possible light. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part five of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to deliver your key points with power to give compelling presentations for clients. He spoke at the TMX Broadcast Centre in Toronto.
In part four of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains that everyone is in sales — even those who think they are not. Ruta asserts that selling is simply professional persuasion — also known as good advice. He spoke at the TMX Broadcast Centre in Toronto.
In part three of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, outlines the benefits of ensuring your title describes precisely what you do — including the benefits of increased buy-in, credibility and referrals. He spoke at the TMX Broadcast Centre in Toronto.
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