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.
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.
In segment 4 of this series, Bruce Etherington, founder, Bruce Etherington & Associates / Family Harmony & Philanthropy, offers lessons in relationship building that advisors can use to create a philanthropy building business. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment 3 of this series, Bruce Etherington, founder Bruce Etherington & Associates / Family Harmony & Philanthropy, explains how he reinvented his business to focus on helping clients donate millions of dollars to Canadian charities. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In segment two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He spoke with Jim Ruta, performance consultant with the Expert Institute, at he TMX Broadcast Centre in Toronto.
In segment one of this 12-part series, Jim Ruta, performance consultant with the Expert Institute, speaks with Chris Funnell, founder of TermCanada.com. Funnell explains how he runs a fully compliant insurance business from his home – without ever meeting a client, and using only Internet, phone and mail. They spoke at the TMX Broadcast Centre in Toronto.
Terry Zavitz, president at Zavitz Insurance Inc. and former chairwoman of Advocis, discusses seminars and events that bring referrals. She gives take on the future of the insurance industry and regulation. Zavitz spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, discusses mistakes new advisors make and the most rewarding part of her work. She spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, shares her insights after decades of success in the industry. Zavitz shares her tips that took her from employee to owner. She spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
