Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses how life insurance protects clients from three risks in life: living too long; dying too soon or becoming disabled. He explains how focusing on these three classic risks will benefit clients and help advisors boost their insurance sales. He spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies the four essential strategies that have been proven to bring more referrals — and explains how to build these into your practice. He spoke at the TMX Broadcast Centre in Toronto.
Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies the top three obvious opportunities advisors miss at the beginning of the year — and explains how to utilize these strategies to get ahead of the game in 2014. He spoke at the TMX Broadcast Centre in Toronto.
In part three of this weekly series Jim Ruta, managing partner, LifeAssist Software, explains the five top things advisors do that slow their productivity. He explains exactly how you can achieve more by doing less. Ruta spoke at the TMX Broadcast Centre in Toronto.
Are you two weeks into the new year and a month behind? In part two of this weekly series, Jim Ruta, managing partner, LifeAssist Software, gives advisors precise tips on how to get out of “January snuck up on you syndrome”, catch up, and get running on your goals for the year.
Jim Ruta, managing partner, LifeAssist Software, returns with pragmatic tips to help you take your business to the next level in 2014. In part one of “Ruta’s Rules 2014”, he explains how rising gas prices brought his sales, prospecting and efficiency up — and how to make rising gas prices work for you, too. He spoke at the TMX Broadcast Centre in Toronto.
In the final video of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, alerts advisors to the perils of client segmentation. He gives tips on how to invite clients to choose their preferred level of enhanced services. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase so powerfully effective, Ruta calls "the golden question." Ruta spoke at the TMX Broadcast Centre in Toronto.
In part 10 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to use an “accountability partner” for help in setting and keeping goals. If you meet your goals, your partner buys lunch. Sounds easier already, doesn’t it? Ruta spoke at the TMX Broadcast Centre in Toronto.
In part nine of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asks, why are we so concerned about self-insurance? He offers a different take on capital needs analysis that can offer added value and opportunity. Ruta spoke at the TMX Broadcast Centre in Toronto.