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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
- Link to this video
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Referrals: How to help your clients help their friends
Duration: 5 min 40
Julie Littlechild, president of Advisor Impact Inc. in Toronto, says clients tend to refer prospects to advisors to help their friends out. She discusses how advisors can fit into the process. Littlechild spoke with IE:TV producer Gavin Adamson at the TMX Broadcast Centre in Toronto. For more,...
Tactical ideas emerge quickly from business plan
Duration: 4 min 50
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, describes how advisors can develop specific tactical ideas to improve their practices. It’s the third in a four-step process to developing a business plan. He spoke with Gavin Adamson, IE:TV producer, at...
Insurance industry should brace for MGA regulatory review
Duration: 3 min 04
Jim Ruta, a business coach and president of the expertinstitute.com, says the life insurance industry and advisors should welcome the Canadian Council of Insurance Regulators’ review of the Managing General Agency channel. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
Scrutiny of financials integral to a practice’s business plan
Duration: 5 min 01
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, describes the financial scrutiny that advisors must apply to their practices, the second in a four-step process to developing a business plan. He spoke with Gavin Adamson, IE:TV producer, at the TMX Broadcast...
Four-step business planning begins with an advisor's vision
Duration: 4 min 59
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, describes how advisors can develop their vision statement, the first in a four-step process to developing a business plan. He spoke with Gavin Adamson, IE:TV producer, at the TMX Broadcast Centre in Toronto....
Taking control of your clients' financial planning model
Duration: 4 min 18
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.
Business planning for advisors in four steps
Duration: 3 min 58
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, describes his four-step process to developing a business plan. He spoke with Gavin Adamson, IE:TV producer, at the TMX Broadcast Centre in Toronto. Part 3 of a multi-part series based on Hartman’s book,...
Financial planning for clients in four basic steps
Duration: 4 min 51
Jim Ruta, owner of expertinstitute.com, an online coaching site, outlines four fundamental financial planning lessons that he's learned during his career. He spoke at the TMX Broadcast Centre in Toronto.
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