Insurance coach – Investment Executive

How to create and work with a financial advisory team

Alan — Mon, 20 May 2013 21:11:00 +0000

In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding the right collaborators, working with a team to increase profits and prospects, and the role of the lead advisor in the team. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto.

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Strategy Matters: A few big cases or more smaller ones?

noelja — Wed, 10 Apr 2013 15:20:00 +0000

In part twelve, Jim Ruta answers the question "Which is better, a few big cases or more smaller cases?" Expert performance coach, Jim Ruta, breaks down strategies for getting the most from a larger volume of cases. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

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Three tips to turn a ‘No’ into a bonus for your business

Alan — Wed, 27 Mar 2013 20:00:00 +0000

In part 11, Jim Ruta answers the question: What do I take from a ‘No”? Expert performance coach Jim Ruta gives practical tips for making prospecting approachable and effective for your business and your clients. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

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Can I just sell life insurance?

Alan — Wed, 20 Mar 2013 10:00:00 +0000

In part 10, Jim Ruta answers the question: Can I just sell life insurance products, or do I have to be a full financial planner? He weighs in on finding the balance between specializing your practice and providing full service for your clients. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

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The true meaning of fiduciary responsibility

Alan — Wed, 13 Mar 2013 22:30:00 +0000

In part nine, Jim Ruta answers the question: What is the true meaning of fiduciary responsibility? He explains the one fundamental approach that will ensure you are meeting the fiduciary duty in your practice. Ruta spoke with Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us atQ&A@investmentexecutive.com.

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How can staff help build your business?

Alan — Wed, 06 Mar 2013 14:15:00 +0000

In part eight, Jim Ruta answers the question: How do I help my staff make effective service calls that will help me build my business? Ruta explains specific approaches, questions and strategies non-sales staff can use in a simple courtesy call that will build growth in your business. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us atQ&A@investmentexecutive.com.

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Avoiding the most common mistake insurance advisors make

Alan — Wed, 27 Feb 2013 14:40:00 +0000

In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisors make? Ruta explains this common mistake that can lead to your client being uninsurable. He breaks down the underwriting strategies that will solve this problem and ensure a client will get coverage. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

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One easy opportunity that insurance advisors miss

Alan — Thu, 21 Feb 2013 16:15:00 +0000

In part six, Jim Ruta answers the question “Are there life insurance opportunities that advisors miss?” He explains how to turn this gap in service into a benefit for clients. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.

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One flaw that can ruin a succession plan

Alan — Wed, 13 Feb 2013 15:30:00 +0000

In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you must not do in a succession plan because it could derail both the succession and possibly your business. Ruta discusses how to craft a succession plan that is about expansion — and that will lead to success in both business and succession. HE spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.

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Last unwill and testament

Alan — Thu, 07 Feb 2013 21:45:00 +0000

In part four, Jim Ruta reads from his “Last unwill and testament,” a comedic, yet serious document that highlights the need for a will and the positive results you can achieve for your clients by ensuring that “good will funding” is in place. The “unwill” uses one of the oldest techniques in the book — humour — to place advisor and client on the same page while planning a successful life insurance strategy.

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