In part eight of a 10-part series, Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT.com explains how to make life insurance a collaborative sale. By asking clients the simple question, "How are you funding your will?" Ruta explains that life insurance then becomes a collaborative process with you and your client together setting up a safe and effective "will funding" for their estate. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part seven of a 10 part series, Jim Ruta, president and head coach, AdvisorCRAFT.com explains that the real first step to building a trust relationship with a new client is to “entice engagement”. He gives practical tips on crafting an “ideal service portfolio” (ISP) and customizing your approach to each client. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part six of a 10-part series, Jim Ruta, president and head coach, AdvisorCRAFT gives actionable tips on how to use compliance requirements to build your business. From requirements for privacy, suitability, disclosure, and even dealing with complaints – he points out how to use compliance rules to boost your business. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part five of a 10ppart series, Jim Ruta, president and head coach, AdvisorCRAFT, identifies three decisions you must make to be a top advisor. From where to focus your expertise, to identifying the best client base for your practice, he explains three simple — but not easy — proven steps that lead to success for advisors. Ruta spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, president and head coach, AdvisorCRAFT, identifies five steps for closing sales effectively. He explains that a full sales cycle is crucial for improving your closing ratio. This is the fourth of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. He spoke at the TMX Broadcast Centre in Toronto.
In part three of the 10-part series Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, gives three tips on successfully using designations in your marketing and business. He spoke at the TMX Broadcast Centre in Toronto.
Studies show that fewer than 20% of advisors engage their clients in writing -- despite the legal requirement to do so. Jim Ruta, president and head coach, AdvisorCRAFT, gives five tips on how to make an engagement document powerful, effective and a script you can use to engage and connect with your clients. This is the second of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. Ruta spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, president and head coach, AdvisorCRAFT, explains how to use annual reviews to gain new business and provide optimum service for your current clients. This is the first of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. He spoke at the TMX Broadcast Centre in Toronto.
In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding the right collaborators, working with a team to increase profits and prospects, and the role of the lead advisor in the team. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto.
In part twelve, Jim Ruta answers the question "Which is better, a few big cases or more smaller cases?" Expert performance coach, Jim Ruta, breaks down strategies for getting the most from a larger volume of cases. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.