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New research from DBRS Morningstar highlights how growing ESG interest is playing out in the insurance space

Life software start-up lures sales coach and author to join the firm

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.

  • By: Jim Ruta
  • August 7, 2013 October 30, 2019
  • 10:45
Transitioning to a family office business model

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.

Simple but different marketing pays off

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.

How to build a successful fee-based practice

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.

Successful succession keeps business in the family

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.

Transparent fee model raises revenues

In segment 6 of The Advisors' Study, Daryl Diamond, Author, Educator, Retirement Income Specialist, explains how Diamond Planning Retirement Ltd. uses a fully transparent fee model to increase both revenues and trust in client relationships. Diamond spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.

Creating income streams for retirees

In segment 5 of this series, Daryl Diamond of Winnipeg-based Diamond Retirement Ltd., discusses why he focuses exclusively on helping retirees create income streams from the assets and benefits they have. He explains why there is a great demand for his service. Diamond spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.