Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains that prejudging prospects and clients can hold back your business. He offers tips on how insurance advisors can boost results with open attitudes and communications.
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Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
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Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
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Concerns about conflicts, insider trading, manipulation in pre-hedging trades