Ruta’s Rules: Five tips for an effective client engagement document

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.