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Taking control of your clients' financial planning model
Jim Ruta, owner of expertinstitute.com, an online coaching site, says that a financial plan doesn't belong at the base of client models. He spoke at the TMX Broadcast Centre in Toronto.
Duration: 4 min 18
- March 17, 2010 12:01 AM EDT
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Seven steps to improving your business in 2010
Duration: 4 min 25
Dan Richards, president of Strategic Imperatives Corp., describes a seven-step process advisors can use to make 2010 a breakthrough year for their businesses. He spoke at the TMX Broadcast Centre.
Five questions for a fresh start in 2010
Duration: 4 min 24
Jim Ruta, a motivational speaker and president of the expertinstitute.com, an online business coaching website, asks five questions and discusses how the answers can help your business get a fresh start in 2010. He spoke at the TMX Broadcast Centre.
TFSA a $20,000 opportunity, Golombek says
Duration: 3 min 32
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses his order of preference for investing in various registered vehicles and why Tax-Free Savings Accounts offer a potential of $20,000 in tax-free savings. He spoke at the TMX Broadcast Centre...
An element of client loyalty: Are you likeable?
Duration: 5 min 20
Dan Richards, president of Strategic Imperatives Corp., discusses the elements of client loyalty with a focus on advisor “likeability.” He spoke at the TMX Broadcast Centre in Toronto.
Passion the no. 1 ingredient for top sales
Duration: 5 min 02
Jim Ruta, a business coach and president of The Expert Institute, describes the characteristics of a top insurance producer. He spoke at the TMX Broadcast Centre.
Three themes for year-end letters to clients
Duration: 4 min 55
Dan Richards, president of Strategic Imperatives Corp., describes market performance and expectations of returns among several themes in communication to clients at the end of 2009. He spoke at the TMX Broadcast Centre.
Lime green policy wallets: Lessons from a recent death claim
Duration: 7 min 32
Jim Ruta, a business coach and president of The Expert Institute, describes how advisors should prepare to handle their clients' death claims and estates. He spoke at the TMX Broadcast Centre in Toronto.
Answers to three timely client questions
Duration: 4 min 50
Dan Richards, president of Strategic Imperatives Corp., discusses how to address questions about investing in markets, timing, and expected returns. He spoke at the TMX Broadcast Centre in Toronto.
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