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Keyword: Sales practices

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Fund dealer paid reps 10 bps more in commissions for selling its proprietary RBC Portfolio Solutions funds

RBC logo Royal Bank of Canada sign

The regulator alleges the fund dealer violated the mutual fund sales practices rule by paying reps higher commissions to sell its proprietary funds

Toronto bank towers

The consumer watchdog reviewed business practices across Canada’s Big Six banks

Four ways to break out of a sales slump

Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free

  • By: Jim Ruta
  • November 28, 2017 January 5, 2019
  • 14:15

Bank officials strongly deny allegations of questionable sales practices

The mutual fund firm will be able to finance educational events that Quebec-based lobby group for advisors, PAFSA, is hosting

Six words that impress clients

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how asking your clients for advice can enhance their impression of you.

Six sales scripts you must have

Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains why written scripts for prospecting, first meetings, fact-finding, closing and delivering policies will boost your results. He outlines tools that should accompany each script to build maximum effectiveness into your practice.

  • By: Jim Ruta
  • July 8, 2015 January 5, 2019
  • 06:50
How objections can boost your success

Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, goes through the four top objections prospects give for buying life insurance, and explains how counter them to achieve the best results.

  • By: Jim Ruta
  • April 6, 2015 January 5, 2019
  • 12:40