In this exclusive, 14-part video series Jim Ruta, performance consultant with the Expert Institute, talks with leading industry figures on how to be a high performance insurance advisor.
June 28, 2012
In this exclusive, 14-part video series Jim Ruta, performance consultant with the Expert Institute, talks with leading industry figures on how to be a high performance insurance advisor.
June 28, 2012Terry Zavitz, president at Zavitz Insurance Inc. and former chairwoman of Advocis, discusses seminars and events that bring referrals. She gives take on the future of the insurance industry and regulation. Zavitz spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, discusses mistakes new advisors make and the most rewarding part of her work. She spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, shares her insights after decades of success in the industry. Zavitz shares her tips that took her from employee to owner. She spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million Dollar Round Table for over two decades. He talks about his prospecting techniques, the reasons he loves this business and the structures that need to be put in place to achieve powerful succession strategies. De Souza spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 9 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., discusses his meteoric rise to the Million Dollar Round Table in his first year of entering the business at the age of 25. De Souza talks about how he got there, how he lost almost everything and how he came back stronger than ever. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 8 of this 12-part series, Richard Cooper, senior partner, Creative Financial Group, discusses the one key that took his business to the next level. He describes the most rewarding moment of his career and what drives him every day to continue to be a top insurance performer. Cooper spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
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.
In part 6 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., discusses why he loves selling insurance and why he will never retire from his work. McQuillan shares specific tips about how to manage a successful team of experts and why the insurance industry presents a very bright future with tremendous potential. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
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