Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains five things life insurance advisors can do that robots can’t — from initiating the dialogue around tough issues to helping prospects and clients navigate complex products and options.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
CEO embezzled bank funds in crypto "pig butchering" scheme
All fund categories reported strong inflows, except for cryptoasset ETFs