Ruta’s Rules Summer 2015 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:07:54 +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 Summer 2015 – Investment Executive https://www.investmentexecutive.com 32 32 Are they worth it? Qualify prospects for fit https://www.investmentexecutive.com/building-your-business/practice-management/are-they-worth-it-qualify-prospects-for-fit/ Fri, 25 Sep 2015 20:30:00 +0000 https://www.investmentexecutive.com/uncategorized/are-they-worth-it-qualify-prospects-for-fit/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains why qualifying prospects for fit with your style of business yields better results for both you and your clients. He runs through a checklist to help determine suitability between you and your prospective clients.

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]]> Why life insurance commissions are better than fee-for-service https://www.investmentexecutive.com/building-your-business/practice-management/why-life-insurance-commissions-are-better-than-fee-for-service/ Tue, 15 Sep 2015 16:20:00 +0000 https://www.investmentexecutive.com/uncategorized/why-life-insurance-commissions-are-better-than-fee-for-service/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains why commissions for life insurance offer better value for both clients and advisors.

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]]> Outsmart your stress-inducing smartphone https://www.investmentexecutive.com/building-your-business/practice-management/outsmart-your-stress-inducing-smartphone/ Tue, 08 Sep 2015 19:50:00 +0000 https://www.investmentexecutive.com/uncategorized/outsmart-your-stress-inducing-smartphone/ Jim Ruta, president, AdvisorCraft Media and Consulting, gives three tips on how to manage smartphone distractions and still deliver top notch service.

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]]> Growth doesn’t happen on a mountaintop https://www.investmentexecutive.com/building-your-business/practice-management/growth-doesnt-happen-on-a-mountaintop/ Tue, 01 Sep 2015 14:50:00 +0000 https://www.investmentexecutive.com/uncategorized/growth-doesnt-happen-on-a-mountaintop/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains why coming through a slump will allow you to grow the most personally and professionally. He gives tips on how to use your troubles to reset triumphs — from preparing to prospecting.

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]]> Five ways to qualify prospects https://www.investmentexecutive.com/building-your-business/practice-management/five-ways-to-qualify-prospects/ Tue, 25 Aug 2015 13:55:00 +0000 https://www.investmentexecutive.com/uncategorized/five-ways-to-qualify-prospects/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains five pragmatic “sincerity screens” that will enable you to identify prospects with a real interest in your services.

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]]> Do you need to be top of mind with clients? https://www.investmentexecutive.com/building-your-business/practice-management/do-you-need-to-be-top-of-mind-with-clients/ Wed, 12 Aug 2015 11:50:00 +0000 https://www.investmentexecutive.com/uncategorized/do-you-need-to-be-top-of-mind-with-clients/ Top of mind awareness, or creating a brand that comes first in customers' minds, is a widely-held marketing strategy for success — but will it boost your business? Jim Ruta, president, AdvisorCraft Media and Consulting, explains where this strategy gets results for financial advisors, and where it will not benefit your practice.

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]]> Six sales scripts you must have https://www.investmentexecutive.com/building-your-business/practice-management/six-sales-scripts-you-must-have/ Wed, 08 Jul 2015 11:50:00 +0000 https://www.investmentexecutive.com/uncategorized/six-sales-scripts-you-must-have/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains why written scripts for prospecting, first meetings, fact-finding, closing and delivering policies will boost your results. He outlines tools that should accompany each script to build maximum effectiveness into your practice.

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