Ruta’s Rules Winter 2017 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:06:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Ruta’s Rules Winter 2017 – Investment Executive https://www.investmentexecutive.com 32 32 The last thing every advisor wants to do https://www.investmentexecutive.com/building-your-business/practice-management/the-last-thing-every-advisor-wants-to-do/ Tue, 28 Mar 2017 16:50:00 +0000 https://www.investmentexecutive.com/uncategorized/the-last-thing-every-advisor-wants-to-do/ Jim Ruta gives tips on how to measure the activities that lead to business growth (Part 4 of 4)

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]]> The secret to consistency https://www.investmentexecutive.com/building-your-business/practice-management/the-secret-to-consistency/ Tue, 21 Mar 2017 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-secret-to-consistency/ Jim Ruta explains that the key to consistency is applying organizational strategy, and gives tips on implementing organization in your business (Part 3 of 4)

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]]> Every advisor’s real business https://www.investmentexecutive.com/building-your-business/practice-management/every-advisors-real-business/ Tue, 14 Mar 2017 14:00:00 +0000 https://www.investmentexecutive.com/uncategorized/every-advisors-real-business/ Jim Ruta explains his view that “communicating to compel co-operation” is the real business of advisors (Part 2 of 4)

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]]> The common business axiom that isn’t true https://www.investmentexecutive.com/building-your-business/practice-management/the-common-business-axiom-that-isnt-true/ Tue, 28 Feb 2017 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-common-business-axiom-that-isnt-true/ Jim Ruta explains the accepted business dictum that’s not true and may diminish your performance if followed

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]]> Is your sales philosophy killing your sales? https://www.investmentexecutive.com/building-your-business/practice-management/is-your-sales-philosophy-killing-your-sales/ Fri, 17 Feb 2017 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/is-your-sales-philosophy-killing-your-sales/ Jim Ruta explains that insurance advisors may have preconceptions that decrease their sales. He gives tips on overcoming biases and boosting sales results

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]]> Are you working the financial planning pyramid properly? https://www.investmentexecutive.com/building-your-business/practice-management/are-you-working-the-financial-planning-pyramid-properly/ Tue, 31 Jan 2017 19:50:00 +0000 https://www.investmentexecutive.com/uncategorized/are-you-working-the-financial-planning-pyramid-properly/ Jim Ruta reminds advisors that departing from planning fundamentals can be detrimental and highlights the importance of following the foundations of financial planning

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]]> Is a high closing ratio damaging your total sales? https://www.investmentexecutive.com/building-your-business/practice-management/is-a-high-closing-ratio-damaging-your-total-sales/ Wed, 25 Jan 2017 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/is-a-high-closing-ratio-damaging-your-total-sales/ Jim Ruta suggests that a high closing ratio can damage an advisor’s total sales. He outlines strategies for boosting sales with a lower closing ratio

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]]> Plans to harmonize life insurance and investment regulations are not productive https://www.investmentexecutive.com/building-your-business/practice-management/plans-to-harmonize-life-insurance-and-investment-regulations-are-not-productive/ Tue, 17 Jan 2017 20:20:00 +0000 https://www.investmentexecutive.com/uncategorized/plans-to-harmonize-life-insurance-and-investment-regulations-are-not-productive/ Jim Ruta explains his view that plans to regulate life insurance and investment advisors the same way is not only counterproductive, it can damage life insurance clients

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]]> Why traditional advisor listening-to-talking ratios are wrong https://www.investmentexecutive.com/building-your-business/practice-management/why-traditional-advisor-listening-to-talking-ratios-are-wrong/ Wed, 11 Jan 2017 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/why-traditional-advisor-listening-to-talking-ratios-are-wrong/ Jim Ruta explains why the traditional 90% listening to 10% talking ratio is not only wrong — it can hinder the early stages of an advisor’s discussion with prospects

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]]> Four easy ways to make 2017 your best year yet https://www.investmentexecutive.com/building-your-business/practice-management/four-easy-ways-to-make-2017-your-best-year-yet/ Wed, 04 Jan 2017 19:00:00 +0000 https://www.investmentexecutive.com/uncategorized/four-easy-ways-to-make-2017-your-best-year-yet/ Jim Ruta explains four straightforward steps to get ahead of the game and make 2017 your most productive year yet

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