Ruta’s Rules: The real first step in financial planning

In part seven of a 10 part series, Jim Ruta, president and head coach, AdvisorCRAFT.com explains that the real first step to building a trust relationship with a new client is to “entice engagement”. He gives practical tips on crafting an “ideal service portfolio” (ISP) and customizing your approach to each client. Ruta spoke at the TMX Broadcast Centre in Toronto.