In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million Dollar Round Table for over two decades. He talks about his prospecting techniques, the reasons he loves this business and the structures that need to be put in place to achieve powerful succession strategies. De Souza spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 9 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., discusses his meteoric rise to the Million Dollar Round Table in his first year of entering the business at the age of 25. De Souza talks about how he got there, how he lost almost everything and how he came back stronger than ever. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 8 of this 12-part series, Richard Cooper, senior partner, Creative Financial Group, discusses the one key that took his business to the next level. He describes the most rewarding moment of his career and what drives him every day to continue to be a top insurance performer. Cooper spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 7 of this 12-part series, Richard Cooper, senior partner, Creative Planning Financial Group, shares his advice on how to become a top insurance performer for high net-worth entrepreneurs. The 25-year insurance veteran discusses finding and keeping the clients that most suit your expertise, and his open-forum style of teamwork. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 6 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., discusses why he loves selling insurance and why he will never retire from his work. McQuillan shares specific tips about how to manage a successful team of experts and why the insurance industry presents a very bright future with tremendous potential. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 5 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., says that to be a top insurance performer you must understand the lesson he learned at the age of 20 -- when his first 100 sales fell through within a week. McQuillan, a 55-year veteran of the life insurance business, details his top performance tips and explains how liquidity, the tax-sheltered status of insurance and superlative service are all part of his success. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Libby Wildman, owner, Wildman & Associates Wealth Management, says there’s a huge opportunity in the insurance business right now because the average age of an agent is Canada is 57. She offers her advice to new agents. She spoke with Jim Ruta at the TMX Broadcast Centre in Toronto.
Libby Wildman, owner, Wildman & Associates Wealth Management, says that to be a top insurance performer you must be strategic about targeting the specific qualities of your client base. Wildman explains the strategies she uses to reach her client community. She spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 2 of this 12-part series, Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., says that to be a top insurance performer you must be proficient at finding and keeping clients. Geller shares his many years of successful experience in how to make referrals work for your practice. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
