Ruta’s Rules Summer 2016 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:06:49 +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 2016 – Investment Executive https://www.investmentexecutive.com 32 32 To get to the top, you’ve got to reach higher https://www.investmentexecutive.com/building-your-business/practice-management/to-get-to-the-top-youve-got-to-reach-higher/ Tue, 20 Sep 2016 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/to-get-to-the-top-youve-got-to-reach-higher/ Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains why focusing on “low-hanging fruit” can severely limit your business. He discusses how you can grow your business by reaching for the top.

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]]> The top five mistakes in life insurance sales https://www.investmentexecutive.com/building-your-business/practice-management/the-top-five-mistakes-in-life-insurance-sales/ Wed, 14 Sep 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/the-top-five-mistakes-in-life-insurance-sales/ Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains the top five errors advisors make when selling life insurance — and how to fix them.

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]]> What to watch for in your agency contract https://www.investmentexecutive.com/building-your-business/practice-management/what-to-watch-for-in-your-agency-contract/ Thu, 08 Sep 2016 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/what-to-watch-for-in-your-agency-contract/ Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains why insurance advisors must read their agency contract. He gives tips on what to watch for and how to ensure you are covered in the event of legal liability.

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]]> Prospect networking: Talk to the people who want to talk to you https://www.investmentexecutive.com/building-your-business/practice-management/prospect-networking-talk-to-the-people-who-want-to-talk-to-you/ Wed, 31 Aug 2016 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/prospect-networking-talk-to-the-people-who-want-to-talk-to-you/ Jim Ruta, president, AdvisorCraft Media and Consulting, says the most common prospect networking mistake is targeting too many people. He explains how focus your efforts on prospects who will be a good fit, and are likely to become clients.

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]]> Position succession as a growth strategy https://www.investmentexecutive.com/building-your-business/practice-management/position-succession-as-a-growth-strategy/ Wed, 24 Aug 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/position-succession-as-a-growth-strategy/ Jim Ruta, president, AdvisorCraft Media and Consulting, asserts that you can boost your business, increase community and clients, and build a succession strategy all at the same time. He explains that new team members should be brought in to improve service and that succession strategy can build from within naturally.

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]]> Four key strategies of industry icons https://www.investmentexecutive.com/building-your-business/practice-management/four-key-strategies-of-industry-icons/ Wed, 17 Aug 2016 18:30:00 +0000 https://www.investmentexecutive.com/uncategorized/four-key-strategies-of-industry-icons/ Jim Ruta, president, AdvisorCraft Media and Consulting, asks insurance advisors, “Do you want to be the next Ben Feldman or John Savage?” He gives tips on incorporating strategies used by industry icons in your practice.

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]]> Determining the right order for the sale of insurance products https://www.investmentexecutive.com/building-your-business/practice-management/determining-the-right-order-for-the-sale-of-insurance-products/ Fri, 12 Aug 2016 19:35:00 +0000 https://www.investmentexecutive.com/uncategorized/determining-the-right-order-for-the-sale-of-insurance-products/ Jim Ruta, president, AdvisorCraft Media and Consulting, provides his thoughts on the insurance products and services you should prioritize for your prospects and clients.

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]]> Four considerations in selling life insurance https://www.investmentexecutive.com/building-your-business/practice-management/four-considerations-in-selling-life-insurance/ Fri, 05 Aug 2016 19:10:00 +0000 https://www.investmentexecutive.com/uncategorized/four-considerations-in-selling-life-insurance/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains the four major considerations in selling life insurance and how advisors should frame those considerations to produce the best results for clients.

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]]> Five tips on simplifying complex products for prospects https://www.investmentexecutive.com/building-your-business/practice-management/five-tips-on-simplifying-complex-products-for-prospects/ Tue, 26 Jul 2016 14:10:00 +0000 https://www.investmentexecutive.com/uncategorized/five-tips-on-simplifying-complex-products-for-prospects/ The post Five tips on simplifying complex products for prospects appeared first on Investment Executive.

]]> Seven transition statements that prevent interview awkwardness https://www.investmentexecutive.com/building-your-business/practice-management/seven-transition-statements-that-prevent-interview-awkwardness/ Tue, 19 Jul 2016 20:10:00 +0000 https://www.investmentexecutive.com/uncategorized/seven-transition-statements-that-prevent-interview-awkwardness/ The post Seven transition statements that prevent interview awkwardness appeared first on Investment Executive.

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