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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.
In segment twelve, Kevin Smith, principal, ICON Advanced Planning Inc. in Toronto, discusses the challenges to transitioning your practice to a family office business model. Main points include: transparency, outsourcing and restructuring your office to include a team who can handle the procedures and tax efficiencies required for HNW clients. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment nine, Denis Bugeja, DPB Insurance and Financial Services, discusses how he keeps marketing efforts simple and different — by delivering messages with everything from cupcakes to hockey. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment eight, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, explains how to build a fee-based practice that increases transparency, client satisfaction and revenues. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Keeping it in the Family: Successful Succession In segment seven, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, has worked with his father for 20 years in a successful advisor practice. Nelson explains how he gradually took over more responsibilities. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.