In part 8 of this 12-part series, Richard Cooper, senior partner, Creative Financial Group, discusses the one key that took his business to the next level. He describes the most rewarding moment of his career and what drives him every day to continue to be a top insurance performer. Cooper spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
In part 7 of this 12-part series, Richard Cooper, senior partner, Creative Planning Financial Group, shares his advice on how to become a top insurance performer for high net-worth entrepreneurs. The 25-year insurance veteran discusses finding and keeping the clients that most suit your expertise, and his open-forum style of teamwork. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.