Ruta’s Rules Winter 2016 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:07:21 +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 2016 – Investment Executive https://www.investmentexecutive.com 32 32 Millennials and critical illness insurance: What they don’t know can hurt them https://www.investmentexecutive.com/building-your-business/practice-management/millennials-and-critical-illness-insurance-what-they-dont-know-can-hurt-them/ Tue, 08 Mar 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/millennials-and-critical-illness-insurance-what-they-dont-know-can-hurt-them/ The post Millennials and critical illness insurance: What they don’t know can hurt them appeared first on Investment Executive.

]]> Why the life insurance business is market proof https://www.investmentexecutive.com/building-your-business/practice-management/why-the-life-insurance-business-is-market-proof/ Wed, 24 Feb 2016 16:15:00 +0000 https://www.investmentexecutive.com/uncategorized/why-the-life-insurance-business-is-market-proof/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains why good times or bad times only serve to make life insurance selling more important.

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]]> Five mistakes that kill referrals https://www.investmentexecutive.com/building-your-business/practice-management/five-mistakes-that-kill-referrals/ Wed, 17 Feb 2016 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/five-mistakes-that-kill-referrals/ Jim Ruta, president, AdvisorCraft Media and Consulting, outlines five common errors that destroy the referrals process, and explains how to avoid or correct them.

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]]> Why prospects and clients need your title to be clear https://www.investmentexecutive.com/building-your-business/practice-management/why-prospects-and-clients-need-your-title-to-be-clear/ Tue, 09 Feb 2016 18:15:00 +0000 https://www.investmentexecutive.com/uncategorized/why-prospects-and-clients-need-your-title-to-be-clear/ Jim Ruta, president, AdvisorCraft Media and Consulting, discusses why top producers use the title “life insurance agent” to clearly explain their value to clients and prospects.

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]]> Why paying your dues leads to success https://www.investmentexecutive.com/building-your-business/practice-management/why-paying-your-dues-leads-to-success/ Tue, 02 Feb 2016 14:45:00 +0000 https://www.investmentexecutive.com/uncategorized/why-paying-your-dues-leads-to-success/ Jim Ruta, president, AdvisorCraft Media and Consulting, breaks down the seven toughest dues that advisors face, and explains how meeting these challenges will drive your business forward.

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]]> Portfolio appraisals: A universal sales strategy https://www.investmentexecutive.com/building-your-business/practice-management/portfolio-appraisals-a-universal-sales-strategy/ Tue, 26 Jan 2016 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/portfolio-appraisals-a-universal-sales-strategy/ Jim Ruta, president, AdvisorCraft Media and Consulting, discusses how advisors can take advantage of the lack of service in the financial industry. He explains how offering free portfolio appraisals to prospects will help you attract as much business as possible.

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]]> Why financial planning success is not dependent on rate of return https://www.investmentexecutive.com/building-your-business/practice-management/why-financial-planning-success-is-not-dependent-on-rate-of-return/ Tue, 19 Jan 2016 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/why-financial-planning-success-is-not-dependent-on-rate-of-return/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains that success is not dependent on rate of return, but rather on the basic steps of sound financial planning. He gives the “world’s shortest financial lesson” in three simple steps.

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]]> Robo-advisors can boost your life insurance business https://www.investmentexecutive.com/building-your-business/practice-management/robo-advisors-can-boost-your-life-insurance-business/ Tue, 12 Jan 2016 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/robo-advisors-can-boost-your-life-insurance-business/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains that Robo-Advisors can actually boost your life insurance business, as they highlight the need for insurance agents who can sell from the heart and inspire prospects and clients to purchase this unique offering -- something a machine or software program cannot do.

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]]> Why you should never delegate initial client contact https://www.investmentexecutive.com/building-your-business/practice-management/why-you-should-never-delegate-initial-client-contact/ Tue, 05 Jan 2016 19:45:00 +0000 https://www.investmentexecutive.com/uncategorized/why-you-should-never-delegate-initial-client-contact/ Jim Ruta, president, AdvisorCraft Media and Consulting, explains why delegating your cold calls can lose you business. He suggests working with a professional “ice-breaker” to make cold calling easier and more effective.

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