In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why the holiday season is the right time to get a jump on next year’s goals. He outlines 10 steps advisors can take to ensure they hit the ground running in 2015.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office