Ruta’s Rules Spring 2017 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:06:09 +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 2017 – Investment Executive https://www.investmentexecutive.com 32 32 Protect your practice from client poaching https://www.investmentexecutive.com/building-your-business/practice-management/protect-your-practice-from-client-poaching/ Tue, 20 Jun 2017 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/protect-your-practice-from-client-poaching/ Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention

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]]> The curse of the big case https://www.investmentexecutive.com/building-your-business/practice-management/the-curse-of-the-big-case/ Tue, 13 Jun 2017 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-curse-of-the-big-case/ Jim Ruta shares some counterintuitive advice about insurance advisors focusing too much on big cases

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]]> Six sales and prospecting talks advisors need to practice https://www.investmentexecutive.com/building-your-business/practice-management/six-sales-and-prospecting-talks-advisors-need-to-practice/ Mon, 29 May 2017 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/six-sales-and-prospecting-talks-advisors-need-to-practice/ Jim Ruta explains six sales and prospecting talks you need to have down cold to be a top advisor

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]]> A Navy SEAL’s top business tip https://www.investmentexecutive.com/building-your-business/practice-management/a-navy-seals-top-business-tip/ Mon, 08 May 2017 10:15:00 +0000 https://www.investmentexecutive.com/uncategorized/a-navy-seals-top-business-tip/ Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains the top business tip from Robert J. O’Neill, .U.S. Navy SEAL Team 6 leader.

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]]> Are you showing more expensive life insurance products to clients? https://www.investmentexecutive.com/building-your-business/practice-management/are-you-showing-more-expensive-life-insurance-products-to-clients/ Tue, 25 Apr 2017 19:05:00 +0000 https://www.investmentexecutive.com/uncategorized/are-you-showing-more-expensive-life-insurance-products-to-clients/ Jim Ruta explains how advisors can reveal the full value of life insurance to clients and prospects

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]]> A tried-and-true strategy for reaching millennials https://www.investmentexecutive.com/building-your-business/practice-management/a-tried-and-true-strategy-for-reaching-millennials/ Tue, 18 Apr 2017 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/a-tried-and-true-strategy-for-reaching-millennials/ Jim Ruta explains how insurance advisors can use a proven communication strategy to reach millennial prospects

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]]> Deliver substance with style https://www.investmentexecutive.com/building-your-business/practice-management/deliver-substance-with-style/ Tue, 11 Apr 2017 20:10:00 +0000 https://www.investmentexecutive.com/uncategorized/deliver-substance-with-style/ Jim Ruta explains how insurance advisors can inspire clients and prospects by delivering facts and information with style

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]]> The top five ways to start the life insurance discussion https://www.investmentexecutive.com/building-your-business/practice-management/the-top-five-ways-to-start-the-life-insurance-discussion/ Thu, 06 Apr 2017 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-top-five-ways-to-start-the-life-insurance-discussion/ Jim Ruta explains five effective ways to transition prospects from small talk to the life insurance discussion

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