Cooper: Have a plan to become a “one-call” advisor

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.