In part six, Jim Ruta answers the question “Are there life insurance opportunities that advisors miss?” He explains how to turn this gap in service into a benefit for clients. 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 Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of business development and investment advisor with Queensbury Securities, tells the heart-warming story about the people who work year round to make wishes come true for children in need. Kopacz spoke with Paula Virany, multimedia editor and video producer for Investment Executive at the TMX Broadcast centre in Toronto.
In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you must not do in a succession plan because it could derail both the succession and possibly your business. Ruta discusses how to craft a succession plan that is about expansion — and that will lead to success in both business and succession. HE 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 Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
In part four, Jim Ruta reads from his “Last unwill and testament,” a comedic, yet serious document that highlights the need for a will and the positive results you can achieve for your clients by ensuring that “good will funding” is in place. The “unwill” uses one of the oldest techniques in the book — humour — to place advisor and client on the same page while planning a successful life insurance strategy.
In part three, Jim Ruta answers the question: How can I get powerful recommendations, rather than just simple referrals? He shares his tips on how to earn powerful recommendations from clients. Ruta spoke with Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
In part two, Jim Ruta answers the question: How do I make life insurance more interesting to clients and prospects? From “Good Will Funding” to the “Unwill” Ruta shares his tips on life insurance sales and to how best help your clients protect their lifestyle and those close to them. He 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 Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
IE.TV is kicking off 2013 with a new 12-part interactive series Insurance Coach Q&A, with performance consultant Jim Ruta. Each week Ruta answers critical questions on insurance advisor performance. In part one, he responds to a query about how to get a jump on production in the new year. Ruta shares expert tips -- from structuring your year over ten months, to goal-setting that inspires action, prospecting and meeting your goals and then some. He 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 Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He gives a preview of conference highlights including economic forecasts, pension system changes, social investing, and this year’s case study. He spoke with Paula Virany, multimedia editor, Investment Executive, at the TMX Broadcast Centre in Toronto. For more information, visit https://www.cifps.ca
Jordy Chilcott, executive vice president and head of Dynamic Funds, discusses the trends that emerged this RRSP season and investment principles for maximizing growth in an RRSP portfolio during volatile times. He spoke at the TMX Broadcast Centre in Toronto.