Ruta’s Rules Spring 2015 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:08:07 +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 Spring 2015 – Investment Executive https://www.investmentexecutive.com 32 32 A quick-start guide to get out of a rut https://www.investmentexecutive.com/building-your-business/practice-management/a-quick-start-guide-to-get-out-of-a-rut/ Tue, 16 Jun 2015 22:15:00 +0000 https://www.investmentexecutive.com/uncategorized/a-quick-start-guide-to-get-out-of-a-rut/ The post A quick-start guide to get out of a rut appeared first on Investment Executive.

]]> Eight hot buttons for prospects https://www.investmentexecutive.com/building-your-business/practice-management/eight-hot-buttons-for-prospects/ Wed, 20 May 2015 20:30:00 +0000 https://www.investmentexecutive.com/uncategorized/eight-hot-buttons-for-prospects/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, gives tips on uncovering priority insurance needs in your meetings with prospects

The post Eight hot buttons for prospects appeared first on Investment Executive.

]]> An ideal family lifestyle protection portfolio https://www.investmentexecutive.com/building-your-business/practice-management/an-ideal-family-lifestyle-protection-portfolio/ Tue, 12 May 2015 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/an-ideal-family-lifestyle-protection-portfolio/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains an easy way to start the life insurance discussion is to present an “ideal family protection portfolio.”

The post An ideal family lifestyle protection portfolio appeared first on Investment Executive.

]]> How to calculate a fair professional fee https://www.investmentexecutive.com/building-your-business/practice-management/how-to-calculate-a-fair-professional-fee/ Mon, 04 May 2015 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-calculate-a-fair-professional-fee/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, tackles fee disclosure. He outlines a generally accepted formula for consultant fee setting that will help you explain the fees you charge to clients.

The post How to calculate a fair professional fee appeared first on Investment Executive.

]]> What’s your signature service? https://www.investmentexecutive.com/building-your-business/practice-management/whats-your-signature-service/ Tue, 21 Apr 2015 16:15:00 +0000 https://www.investmentexecutive.com/uncategorized/whats-your-signature-service/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains how advisors can develop a signature service — a special expertise that makes you unique in your marketplace.

The post What’s your signature service? appeared first on Investment Executive.

]]> Seven questions prospects want answered https://www.investmentexecutive.com/building-your-business/practice-management/seven-questions-prospects-want-answered/ Mon, 13 Apr 2015 17:45:00 +0000 https://www.investmentexecutive.com/uncategorized/seven-questions-prospects-want-answered/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, reviews the seven questions prospects will never ask you. By answering these questions, advisors can be client-centred, compelling and successful.

The post Seven questions prospects want answered appeared first on Investment Executive.

]]> How objections can boost your success https://www.investmentexecutive.com/building-your-business/practice-management/how-objections-can-boost-your-success/ Mon, 06 Apr 2015 17:40:00 +0000 https://www.investmentexecutive.com/uncategorized/how-objections-can-boost-your-success/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, goes through the four top objections prospects give for buying life insurance, and explains how counter them to achieve the best results.

The post How objections can boost your success appeared first on Investment Executive.

]]>