Best known for his high-energy presentations on the art of high performance and his advocacy of principled professionalism, Burlington, Ont.-based Jim Ruta has agreed to co-operate with two other financial services consulting firms. Rather than compete with leaders in related fields, Ruta has agreed to affiliate agreements with Chicago’s Hoopis Performance Network and Waterloo, Ont.-based […]
Peer performance groups can be effective in helping you connect with other advisors, share ideas and put new initiatives into practice
An objective third party can help you create a plan for your business and motivate you to reach your goals
A good business coach can work with you to hone the skills and abilities that allow you to build a successful practice
4 pointers on what to expect
Terry Howard, a successful financial advisor, had reached a stage in his career at which a coach was not enough. What he needed in order to reach the next level in both his business and his life was a mentor. While discussing the matter with his coach, Terry learned that: > A coach trains you […]
They are not the same. A coach helps you develop specific skills, while a mentor focuses on life development