Jim Ruta, managing partner, LifeAssist Software, returns with pragmatic tips to help you take your business to the next level in 2014. In part one…
A good breakfast and a good attitude will pay dividends all day
Learn from last year’s successes and aim for value, not money
The year ahead: A four-step client-appreciation strategy
Craft a message that will guide your practice toward your goals
Stay focused, but remain open to change
Choose objectives you want to achieve
Status reports conclude more work is necessary in both areas
In 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…
A three-part series on conducting a year-end review of your practice
It can be gratifying to discover that several advisors are interested in taking over your book and willing to spend time getting to know you…
Before you start thinking about your goals and resolutions for the new year, take a critical look at the methods you have used throughout the…
Foundations and donor-advised funds can offer advantages over direct charitable donations
Find out what works and what deserves more resources
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your…
Understand your clients’ goals and consider the tax implications when discussing charitable giving
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd., talks about “bag lady syndrome” — the fear many affluent…
Recognize the life events that can trigger a client’s desire to make a charitable donation
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…
In part three of the U.S. equities roundtable, the managers list their picks in the industrial, consumer and financial sectors
In part two of Morningstar’s U.S. equities roundtable, the managers explain their stock-selection process and talk about picks they’ve made in the information-technology and health-care…
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss their book, “When Harry left Sally: Finding your way through grey…
Part one of a three-part discussion with three U.S. fund managers
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…
You don't have to have a transition date chiselled in stone, but you should have an approximate target for your departure from your business. Then,…