In part 7 of this 12-part series, Richard Cooper, senior partner, Creative Planning Financial Group, shares his advice on how to become a top insurance performer for high net-worth entrepreneurs. The 25-year insurance veteran discusses finding and keeping the clients that most suit your expertise, and his open-forum style of teamwork. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 6 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., discusses why he loves selling insurance and why he will never retire from his work. McQuillan shares specific tips about how to manage a successful team of experts and why the insurance industry presents a very bright future with tremendous potential. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 5 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., says that to be a top insurance performer you must understand the lesson he learned at the age of 20 -- when his first 100 sales fell through within a week. McQuillan, a 55-year veteran of the life insurance business, details his top performance tips and explains how liquidity, the tax-sheltered status of insurance and superlative service are all part of his success. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Libby Wildman, owner, Wildman & Associates Wealth Management, says there’s a huge opportunity in the insurance business right now because the average age of an agent is Canada is 57. She offers her advice to new agents. She spoke with Jim Ruta at the TMX Broadcast Centre in Toronto.
Libby Wildman, owner, Wildman & Associates Wealth Management, says that to be a top insurance performer you must be strategic about targeting the specific qualities of your client base. Wildman explains the strategies she uses to reach her client community. She spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 2 of this 12-part series, Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., says that to be a top insurance performer you must be proficient at finding and keeping clients. Geller shares his many years of successful experience in how to make referrals work for your practice. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Inside the Advisor's Study: In the first of an exclusive, 12-part series on how to be a high performance insurance advisor, Jim Ruta, performance consultant with the Expert Institute talks with Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., about providing advice on living benefits to high income, low net worth clients. They spoke at the TMX's Broadcast Centre in Toronto.
Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, explains why advisors should treat “insuring the uncontrollables” as the foundation of financial planning. He says the taking care of the financial security needs of your client is the crucial first step in any financial plan. He spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, takes issue with the notion that sales professionals are “product pushers”. Ruta describes quality selling as understanding the needs of your clients and showing how they can accomplish their goals by buying the products and services you offer, without considering your needs first. He spoke at the TMX Broadcast Centre in Toronto.