Expert performance coach Jim Ruta, president and head coach, AdvisorCRAFT, offers his best advice to take your insurance practice to the next level. In Ruta’s Rules, a weekly, 10-part video series, Ruta serves up specific, actionable tips that advisors can use in their everyday business. Watch for guidance on such items as how to generate referrals, what you should say in an engagement letter and what to cover in a productive annual client review.
September 4, 2013In part ten of the IE original series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, explains that life insurance integrates into the financial planning process but is not contingent upon it. Ruta explains that offering life insurance as a product sale can make the process simpler and more accessible to clients. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part nine of a 10-part series, Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains that in providing clients several “options” advisors may miss the opportunity to give clients what they most need — professional advice. He explains how to get around the “options” trap and ensure that you are indispensable to your clients. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part eight of a 10-part series, Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT.com explains how to make life insurance a collaborative sale. By asking clients the simple question, "How are you funding your will?" Ruta explains that life insurance then becomes a collaborative process with you and your client together setting up a safe and effective "will funding" for their estate. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part seven of a 10 part series, Jim Ruta, president and head coach, AdvisorCRAFT.com explains that the real first step to building a trust relationship with a new client is to “entice engagement”. He gives practical tips on crafting an “ideal service portfolio” (ISP) and customizing your approach to each client. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part six of a 10-part series, Jim Ruta, president and head coach, AdvisorCRAFT gives actionable tips on how to use compliance requirements to build your business. From requirements for privacy, suitability, disclosure, and even dealing with complaints – he points out how to use compliance rules to boost your business. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part five of a 10ppart series, Jim Ruta, president and head coach, AdvisorCRAFT, identifies three decisions you must make to be a top advisor. From where to focus your expertise, to identifying the best client base for your practice, he explains three simple — but not easy — proven steps that lead to success for advisors. Ruta spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, president and head coach, AdvisorCRAFT, identifies five steps for closing sales effectively. He explains that a full sales cycle is crucial for improving your closing ratio. This is the fourth of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. He spoke at the TMX Broadcast Centre in Toronto.
In part three of the 10-part series Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, gives three tips on successfully using designations in your marketing and business. He spoke at the TMX Broadcast Centre in Toronto.
Studies show that fewer than 20% of advisors engage their clients in writing -- despite the legal requirement to do so. Jim Ruta, president and head coach, AdvisorCRAFT, gives five tips on how to make an engagement document powerful, effective and a script you can use to engage and connect with your clients. This is the second of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. Ruta spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, president and head coach, AdvisorCRAFT, explains how to use annual reviews to gain new business and provide optimum service for your current clients. This is the first of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. He spoke at the TMX Broadcast Centre in Toronto.
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