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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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Innovate to avoid becoming a commodity
Duration: 5 min 05
Jim Ruta, a business coach and president of The Expert Institute, describes how to avoid letting your business get sucked into into the black hole of "commoditization" and competing on price alone. He spoke at the TSX Broadcast Centre in Toronto.
Move from thinking to doing with a one-page plan
Duration: 5 min 20
George Hartman, president and CEO of Market Logics Inc., describes how a strategic business plan can transform your business. He spoke at the TSX Broadcast Centre in Toronto.
Gathering soft facts about clients drives powerful advice
Duration: 3 min 16
Jim Ruta, a business coach and president of The Expert Institute, describes how collecting "soft facts" about clients can drive powerful advice and help build your business. He spoke at the TSX Broadcast Centre in Toronto.
Keep flying the airplane, perseverance pays off
Duration: 3 min 39
Jim Ruta, a business coach and president of The Expert Institute describes why maintaining a sharply focused attitude can lead to strong business results. He spoke at the TSX Broadcast Centre in Toronto.
Initiating referrals for potential clients
Duration: 4 min 36
Dan Richards, president of Strategic Imperatives Corp., discusses how to create situations where advisors can generate referrals and increase the number of potential clients.He spoke at the TSX Broadcast Centre in Toronto.
How to use corporate downsizing to prospect clients
Duration: 6 min 02
Dan Richards, president of Strategic Imperatives Corp., discusses the opportunities that corporate downsizing can provide and the steps an advisor should take to accomplish them. He spoke at the TSX Broadcast Centre in Toronto.
For more, see:
Get new clients with a powerful mission statement
Duration: 2 min 54
George Hartman, president and CEO of Market Logics Inc., describes how a powerful mission statement can attract new prospective clients to your business. He spoke at the TSX Broadcast Centre in Toronto.
Tax and estate planning for your American clients
Duration: 5 min 20
Terry Ritchie, a Certified Financial Planner and partner with Transition Financial Advisors Group Inc., based in Calgary and Phoenix, Ariz., discusses the major issues to consider when advising clients who hold U.S citizenship. He spoke at the TSX Broadcast Centre in Toronto. Part 1 of a...
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