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.
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• Financial planning for clients in four basic steps
Duration: 4 min 38
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.
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.
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.
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.
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.
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.
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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.
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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