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.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how using a back-up request with clients and prospects can help you reach your goals.
The UK ban would apply to any add-on sales of regulated or unregulated products offered alongside financial primary products
Would your sales presentations go over best with actuaries? Jim Ruta, managing partner and chief sales officer, InforcePRO, points out the pitfalls of overly dry, mathematical life insurance presentations. Ruta explains how to put emotional relevance into your presentations for best results.
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how advisors can grow their insurance business by managing a sales territory.
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the difference between pushiness and persistence in insurance sales, and gives tips on how to persist in a pleasant way with prospects.
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how insurance advisors can boost their businesses by focusing on helping clients, and not on commission targets.