Expert performance coach Jim Ruta, managing partner, LifeAssist Software, offers his best advice to take your insurance practice to the next level. In Ruta’s Rules, a 12-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.
December 16, 2013In part two of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to generate referrals with your delivery process. He gives pragmatic tips on making the delivery process part of building your success. Rut spoke at the TMX Broadcast Centre in Toronto.
In Part 1 of a 12-part series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, takes a comedic look at how business cards are used and exchanged today. He explains five key tips to make modern business cards effective strategies in world of social media and rapid-fire information. Ruta spoke at the TMX Broadcast Centre in Toronto.
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
