The top five ways to start the life insurance discussion
Jim Ruta explains five effective ways to transition prospects from small talk to the life insurance discussion
- By: Jim Ruta
- April 6, 2017 October 30, 2019
- 06:00
Jim Ruta explains five effective ways to transition prospects from small talk to the life insurance discussion
What to say when your client asks: Why should I work with you and not a robo?
Jim Ruta gives tips on how to measure the activities that lead to business growth (Part 4 of 4)
Jim Ruta explains that the key to consistency is applying organizational strategy, and gives tips on implementing organization in your business (Part 3 of 4)
Ellen Bessner and Dan Richards discuss how advisors should respond when they are audited by a regulator (Part 8 of 8)
Jim Ruta explains his view that “communicating to compel co-operation” is the real business of advisors (Part 2 of 4)
Ellen Bessner and Dan Richards discuss the steps you need to take right away if a client makes a complaint that may involve a lawsuit…
Jim Ruta explains that being inspired is the key to successful prospecting (Part 1 of 4)
Ellen Bessner and Dan Richards explain that an issue with one regulator is increasingly requiring advisors to respond to several regulatory bodies (Part 6 of…
Jim Ruta explains the accepted business dictum that’s not true and may diminish your performance if followed
Talking to millennials about insurance
Ellen Bessner and Dan Richards explain three common approaches to managing clients' risk tolerance that leave advisors open to litigation risk (Part 5 of 8)
Independence has both benefits and costs. Here are some factors to consider
Tie up loose ends beforehand and leave a go-to person in charge of your duties
Ellen Bessner and Dan Richards explain three key common know-your-client pitfalls that can lead to lawsuits (Part 4 of 8)
Jim Ruta explains that insurance advisors may have preconceptions that decrease their sales. He gives tips on overcoming biases and boosting sales results
Your family members, friends and acquaintances can help you grow your business
Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops…
Keep track of all users of your firm’s devices and software, and check your vulnerability regularly
Getting new clients is good, but keeping the clients you have can be far more profitable
Mentoring and education programs can help women reintegrate into the profession
Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)
Show them how various products can fit into the different stages of their lives
A few simple steps can help keep your data safe
Jim Ruta reminds advisors that departing from planning fundamentals can be detrimental and highlights the importance of following the foundations of financial planning