Fund dealer paid reps 10 bps more in commissions for selling its proprietary RBC Portfolio Solutions funds
The regulator alleges the fund dealer violated the mutual fund sales practices rule by paying reps higher commissions to sell its proprietary funds
The consumer watchdog reviewed business practices across Canada’s Big Six banks
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
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
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how asking your clients for advice can enhance their impression of you.
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.
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.