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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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Strategies for coping with the stress of rocky markets
Duration: 6 min 06
Joanne Ferguson, president of Advisor Pathways Inc. of Toronto, describes how advisors react to the stress of rocky markets. She offers some suggestions advisors can follow to help them cope. She spoke with Investment Executive reporter Gavin Adamson at the TMX Broadcast Centre in Toronto....
Time to business plan when practice sputters
Duration: 4 min 17
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, describes how advisors can determine when it's time to reinvent their business and how a business plan can put them back of the path to success. He spoke with Gavin Adamson, IE:TV producer, at the TMX...
Consultant says let your market niche find you
Duration: 4 min 15
Jim Ruta, a business coach and owner of expertinstitute.com, discusses how advisors can develop and find their natural market niche. He spoke at the TMX Broadcast Centre in Toronto.
Is your practice in the blunder or thunder stage?
Duration: 4 min 07
George Hartman, a business coach and president and CEO of Market Logics Inc. of Toronto, discusses the three stages of an advisor’s practice. He spoke with Gavin Adamson, IE:TV producer, at the TMX Broadcast Centre in Toronto. Part 1 of a multipart series on practice management based on...
Client segmentation: Who wants to be in the D pool?
Duration: 4 min 05
Jim Ruta, owner of expertinstitute.com, an online coaching site, describes how advisors can serve clients without breaking them into profitability segments. He spoke at the TMX Broadcast Centre.
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...
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