Ruta’s Rules: The one thing clients most need from advisors

In part nine of a 10-part series, Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains that in providing clients several “options” advisors may miss the opportunity to give clients what they most need — professional advice. He explains how to get around the “options” trap and ensure that you are indispensable to your clients. Ruta spoke at the TMX Broadcast Centre in Toronto.