Ruta’s Rules Fall 2017 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:05:55 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Ruta’s Rules Fall 2017 – Investment Executive https://www.investmentexecutive.com 32 32 The strongest way to start a new client interview https://www.investmentexecutive.com/building-your-business/practice-management/the-strongest-way-to-start-a-new-client-interview/ Wed, 20 Dec 2017 18:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/the-strongest-way-to-start-a-new-client-interview/ Jim Ruta shares the best question advisors can ask at the start of a new client interview

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]]> You’ve got to keep records to break records https://www.investmentexecutive.com/building-your-business/practice-management/youve-got-to-keep-records-to-break-records/ Tue, 12 Dec 2017 20:20:00 +0000 https://avatar.investmentexecutive.com/uncategorized/youve-got-to-keep-records-to-break-records/ Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

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]]> Why enthusiasm makes a difference https://www.investmentexecutive.com/building-your-business/practice-management/why-enthusiasm-makes-a-difference/ Tue, 05 Dec 2017 14:35:00 +0000 https://avatar.investmentexecutive.com/uncategorized/why-enthusiasm-makes-a-difference/ Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters

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]]> Four ways to break out of a sales slump https://www.investmentexecutive.com/building-your-business/practice-management/four-ways-to-break-out-of-a-sales-slump/ Tue, 28 Nov 2017 19:15:00 +0000 https://avatar.investmentexecutive.com/uncategorized/four-ways-to-break-out-of-a-sales-slump/ Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free

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]]> Six ways to make insurance more compelling https://www.investmentexecutive.com/building-your-business/practice-management/six-ways-to-make-insurance-more-compelling/ Wed, 22 Nov 2017 22:10:00 +0000 https://avatar.investmentexecutive.com/uncategorized/six-ways-to-make-insurance-more-compelling/ Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients

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]]> A common misconception that can damage your prospecting https://www.investmentexecutive.com/building-your-business/practice-management/a-common-misconception-that-can-damage-your-prospecting/ Mon, 13 Nov 2017 21:15:00 +0000 https://avatar.investmentexecutive.com/uncategorized/a-common-misconception-that-can-damage-your-prospecting/ Jim Ruta explains how insurance advisors can avoid making a common prospecting error

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]]> Crossing the “line of insurability” https://www.investmentexecutive.com/building-your-business/practice-management/crossing-the-line-of-insurability/ Tue, 07 Nov 2017 21:15:00 +0000 https://avatar.investmentexecutive.com/uncategorized/crossing-the-line-of-insurability/ Jim Ruta explains why time is of the essence when buying life insurance

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]]> Eliminate dead time — and prosper https://www.investmentexecutive.com/building-your-business/practice-management/eliminate-dead-time-and-prosper/ Wed, 01 Nov 2017 21:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/eliminate-dead-time-and-prosper/ Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts

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]]> Stop underinsuring clients https://www.investmentexecutive.com/building-your-business/practice-management/stop-underinsuring-clients/ Tue, 17 Oct 2017 17:25:00 +0000 https://avatar.investmentexecutive.com/uncategorized/stop-underinsuring-clients/ Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured

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]]> The ironic key to iconic success https://www.investmentexecutive.com/building-your-business/practice-management/the-ironic-key-to-iconic-success/ Thu, 05 Oct 2017 17:20:00 +0000 https://avatar.investmentexecutive.com/uncategorized/the-ironic-key-to-iconic-success/ Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance

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