Ruta’s Rules: Use annual reviews to gain new clients

Jim Ruta, president and head coach, AdvisorCRAFT, explains how to use annual reviews to gain new business and provide optimum service for your current clients. This is the first of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. He spoke at the TMX Broadcast Centre in Toronto.

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Ruta’s Rules