Ruta’s Rules Winter 2015 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:08:21 +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 Winter 2015 – Investment Executive https://www.investmentexecutive.com 32 32 Use straight talk with clients for best results https://www.investmentexecutive.com/building-your-business/practice-management/use-straight-talk-with-clients-for-best-results/ Tue, 26 May 2015 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/use-straight-talk-with-clients-for-best-results/ Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains that advisors should buck the current trend of soft-pedaling and, for best results, explain life insurance and its benefits clearly to prospects.

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Are you a 100 percenter? https://www.investmentexecutive.com/building-your-business/practice-management/are-you-a-100-percenter/ Mon, 30 Mar 2015 19:20:00 +0000 https://www.investmentexecutive.com/uncategorized/are-you-a-100-percenter/ Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses instances where many insurance advisors fall just short of great, and why it all hinges on that last 1 per cent.

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Five steps for retaining the contact initiative https://www.investmentexecutive.com/building-your-business/practice-management/five-steps-for-retaining-the-contact-initiative/ Mon, 23 Mar 2015 20:05:00 +0000 https://www.investmentexecutive.com/uncategorized/five-steps-for-retaining-the-contact-initiative/ Jim Ruta, managing partner and chief sales officer, InforcePRO discusses the importance of retaining the contact initiative in client and prospect communication.

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Four steps to curing life insurance SOS https://www.investmentexecutive.com/building-your-business/practice-management/four-steps-to-curing-life-insurance-sos/ Tue, 17 Mar 2015 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/four-steps-to-curing-life-insurance-sos/ Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how to remove the shame of selling life insurance.

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Why ‘plain vanilla’ life insurance does the job https://www.investmentexecutive.com/building-your-business/practice-management/why-plain-vanilla-life-insurance-does-the-job/ Fri, 06 Mar 2015 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/why-plain-vanilla-life-insurance-does-the-job/ Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses why a straightforward or “plain vanilla” route to life insurance selling can provide the best foundation for serving your clients.

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Why business is a numbers game https://www.investmentexecutive.com/building-your-business/practice-management/why-business-is-a-numbers-game/ Wed, 25 Feb 2015 19:05:00 +0000 https://www.investmentexecutive.com/uncategorized/why-business-is-a-numbers-game/ Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why turning prospects into sales is a numbers game, and that insurance advisors need to find a way to be pleasantly persistent.

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Prioritize your to-do list https://www.investmentexecutive.com/building-your-business/practice-management/prioritize-your-to-do-list/ Thu, 19 Feb 2015 11:15:00 +0000 https://www.investmentexecutive.com/uncategorized/prioritize-your-to-do-list/ Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how to prioritize tasks on your to-do list to increase productivity.

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Adaptability: Making innovation a habit https://www.investmentexecutive.com/building-your-business/practice-management/adaptability-making-innovation-a-habit/ Wed, 11 Feb 2015 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/adaptability-making-innovation-a-habit/ Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why the most successful advisors are those who make it a habit of taking advantage of change, and thrive because of it.

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Do you take the life out of life insurance selling? https://www.investmentexecutive.com/building-your-business/practice-management/do-you-take-the-life-out-of-life-insurance-selling/ Wed, 04 Feb 2015 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/do-you-take-the-life-out-of-life-insurance-selling/ Would your sales presentations go over best with actuaries? Jim Ruta, managing partner and chief sales officer, InforcePRO, points out the pitfalls of overly dry, mathematical life insurance presentations. Ruta explains how to put emotional relevance into your presentations for best results.

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How to manage a sales territory https://www.investmentexecutive.com/building-your-business/practice-management/how-to-manage-a-sales-territory/ Wed, 28 Jan 2015 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-manage-a-sales-territory/ In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how advisors can grow their insurance business by managing a sales territory.

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