Ruta’s Rules Spring 2016 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:07:12 +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 2016 – Investment Executive https://www.investmentexecutive.com 32 32 Change the insurance conversation with a capital wants analysis https://www.investmentexecutive.com/building-your-business/practice-management/change-the-insurance-conversation-with-a-capital-wants-analysis/ Wed, 15 Jun 2016 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/change-the-insurance-conversation-with-a-capital-wants-analysis/ Jim Ruta, president, AdvisorCraft Media and Consulting, says a capital needs analysis can make prospects and clients feel pushed. He explains why a capital wants analysis is a more effective approach.

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]]> Don’t go prospecting — prospect as you go https://www.investmentexecutive.com/building-your-business/practice-management/dont-go-prospecting-prospect-as-you-go/ Wed, 08 Jun 2016 21:30:00 +0000 https://www.investmentexecutive.com/uncategorized/dont-go-prospecting-prospect-as-you-go/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains prospecting is not a separate activity, but an endeavour you need to work at consistently for best results. He gives eight tips on how to make your prospecting successful.

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]]> What’s on your “not-to-do” list? https://www.investmentexecutive.com/building-your-business/practice-management/whats-on-your-not-to-do-list/ Tue, 31 May 2016 18:15:00 +0000 https://www.investmentexecutive.com/uncategorized/whats-on-your-not-to-do-list/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains that a “not-to-do” list boosts your productivity by focusing your time on what is truly important for your success.

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]]> Use “suspecting” to determine fit before prospecting https://www.investmentexecutive.com/building-your-business/practice-management/use-suspecting-to-determine-fit-before-prospecting/ Wed, 11 May 2016 13:45:00 +0000 https://www.investmentexecutive.com/uncategorized/use-suspecting-to-determine-fit-before-prospecting/ Jim Ruta, president, AdvisorCraft Media and Consulting, gives a pragmatic script for approaching sales “suspects,” a proven method to boost your business and make your prospecting more efficient.

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]]> Three critical questions your business model must answer https://www.investmentexecutive.com/building-your-business/practice-management/three-critical-questions-your-business-model-must-answer/ Tue, 03 May 2016 21:30:00 +0000 https://www.investmentexecutive.com/uncategorized/three-critical-questions-your-business-model-must-answer/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains three short, crucial questions that cut to the crux of what your business model is.

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]]> Is universal life right or wrong for your clients? https://www.investmentexecutive.com/building-your-business/practice-management/is-universal-life-right-or-wrong-for-your-clients/ Tue, 19 Apr 2016 21:10:00 +0000 https://www.investmentexecutive.com/uncategorized/is-universal-life-right-or-wrong-for-your-clients/ Jim Ruta, president, AdvisorCraft Media and Consulting, tackles the pros and cons of universal life policies (UL). He discusses a four-part system for determining when UL would be the right choice for clients, and when term life would offer greater benefit.

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]]> One question that clarifies: How much life insurance is enough? https://www.investmentexecutive.com/building-your-business/practice-management/one-question-that-clarifies-how-much-life-insurance-is-enough/ Tue, 12 Apr 2016 15:45:00 +0000 https://www.investmentexecutive.com/uncategorized/one-question-that-clarifies-how-much-life-insurance-is-enough/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains one question for clients and prospects that immediately puts the question of “How much life insurance do I need?” into a realistic perspective.

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]]> The risk not taken: A path to boost your business https://www.investmentexecutive.com/building-your-business/practice-management/the-risk-not-taken-a-path-to-boost-your-business/ Tue, 05 Apr 2016 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-risk-not-taken-a-path-to-boost-your-business/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains how you can turn your “if I onlies” into “now I wills” and boost your business performance.

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