by Jim Ruta
This is email advice that really NEEDS YELLING ABOUT. This one error causes more grief than any other. Yelling is nothing by comparison. This unfortunate use of email causes more relationship strain, hurt feelings and lost business than anything else in today’s...
by Jim Ruta
This is more than a recession. It’s the edge of fundamental industry change. If you change your business model accordingly, you’ll prosper tremendously in the future. If you don’t, you’ll become irrelevant. The danger is “Paradigm Drag”. Paradigm drag is the tendency...
by Jim Ruta
Three insurance company presidents recently bemoaned the fact that no one was working in the middle-income markets anymore. Now they want you back where the people are. It would have been more compelling if it weren’t the companies themselves that pushed advisors away...
by Jim Ruta
This common problem comes from just trying to discover what you do best. Ego plays too big a role in this question. Of course, you “do” many things well. That’s why you were attracted to the business in the first place. Talent and versatility are key traits of good...
by Jim Ruta
Imagine yourself the “Mike Holmes” of your client’s finances. Mike Holmes of the television show Holmes on Homes leads a team of expert trades people to repair homes. Building and leading an expert financial team is the future of the general practitioner. No one...
