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Ruta: Financial advice demands more artistry
Jim Ruta, a business coach and president of Expertinstitute.com, argues that sales process and technology have supplanted the artistry of financial advice and how advisors can reconnect with clients. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
• Financial planning for clients in four basic steps
Duration: 4 min 38
- August 24, 2010 5:00 PM EDT
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Don’t despair: Marketing campaigns take time to stick
Duration: 3 min 35
Jim Ruta, a business coach and president of the expertinstitute.com, says advisors need to remember that it takes time for their marketing to take effect. He spoke at the TMX Broadcast Centre in Toronto.
Save cash: Why service standards are critical to good business
Duration: 5 min 03
George Hartman, a business coach and owner of Market Logics Inc., describes an advisor that spent too much on top clients, and how he helped her developed a service regime that fixed her business. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto....
Re-treading the eight steps for segmenting, rating clients
Duration: 8 min 01
Julie Littlechild, president of Advisor Impact Inc., in Toronto describes the fundamental steps for segmenting and rating clients. She spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto.
For more, see:
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Beyond finances: Segmenting clients by soft qualities
Duration: 5 min 25
George Hartman, a business coach and owner of Market Logics Inc., describes how advisors can consider segmenting their client base by qualities other than financials. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto. Part 8 of a multi-part series based on Hartman’s book...
Ruta: Planners need more sales training to do right for clients
Duration: 3 min 41
Jim Ruta, a business coach and president of the expertinstitute.com, argues that financial planners need more sales training to be able to convince clients to follow their plans. He spoke at the TMX Broadcast Centre in Toronto.
The 7 quantifiable elements of client segmentation
Duration: 6 min 00
George Hartman, a business coach and owner of Market Logics Inc., describes the mathematical methods by which advisors can begin to segment their client base. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto. Part 7 of a multi-part series based on Hartman’s book...
Ruta: Remember that a positive attitude breeds sales success
Duration: 4 min 53
Jim Ruta, a business coach and president of the expertinstitute.com, reminds advisors of research that shows how optimism is effected by recent sales experience and how they need to keep a positive attitude to succeed. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
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Littlechild: Profitable client feedback in 20 questions
Duration: 5 min 11
Julie Littlechild, president of Advisor Impact Inc., describes how advisors can gather feedback from clients that improves service and increases profitability. She spoke with Gavin Adamson, IE:TV producer, at the TMX Broadcast Centre in Toronto.
For more, see:
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