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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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Pension splitting technique can save cash
Duration: 2 min 22
Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, describes a pension splitting technique that can save your clients money. He spoke at the Canadian Institute of Financial Planners conference in Halifax on June 10, 2009.
Rebuilding trust with your clients
Duration: 4 min 35
Dan Richards, president of Strategic Imperatives Corp., discusses techniques on to rebuild trust with clients who have been disappointed in the market. He spoke at the TSX Broadcast Centre in Toronto.
Golombek's quick summer tax quiz
Duration: 2 min 11
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, offers advisors a quiz for sharpening tax smarts through the summer. He spoke at the Canadian Institute of Financial Planner's conference in Halifax on June 10, 2009.
Attract new clients with business expense insurance
Duration: 5 min 26
Jim Ruta, a business coach and president of The Expert Institute describes why telling entrepreneurs about the taxable benefits of business overhead expense insurance can be your foot in the door. He spoke at the TSX Broadcast Centre in Toronto.
Inspiring clients during difficult times
Duration: 3 min 41
Dan Richards, president of Strategic Imperatives Corp., discuss three strategies on how to inspire your clients in today's market. He spoke at the TSX Broadcast Centre in Toronto.
Transform your business with a solid vision statement
Duration: 4 min 20
George Hartman, president and CEO of Market Logics Inc., describes how a powerful vision statement can put your business on the track to success and keep it there. He spoke at the TSX Broadcast Centre in Toronto.
Build your business by becoming a “one-call” advisor
Duration: 4 min 23
Jim Ruta, a business coach and president of The Expert Institute describes why its more powerful for advisors to promote themselves as a specialty shop, as opposed to trying to act as a jack of all trades. He spoke at the TSX Broadcast Centre in Toronto.
Making telephone meetings with clients work better
Duration: 3 min 32
Dan Richards, president of Strategic Imperatives Corp., discusses how telephone meetings can be used as an alternative method of communication with clients. He spoke at the TMX Broadcast Centre in Toronto.
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