Have Jim Speak to Your Group – Themes and Topics

Top advisors don’t go prospecting… they prospect as they go. Prospecting is part of everything they do. This presentation redefines prospecting and helps advisors of all tenures be better at it. Attendees takeaway the questions and tools they need to be “prospecting advisors” and develop all the business they need to achieve their highest goals.

is based on decades of research around the world and focuses on the 14 common tactics the best advisors and entrepreneurs use to reach iconic performance. Jim reveals the secrets and provides the single key that it takes to make each of them part of an advisor’s business.

explains how excellent client service is actually a savvy but very uncommon sales strategy and what it takes to build a business around it. It takes differentiation to a higher level.

is a checklist of simple but powerful tactics any advisor can use to start performing better immediately. When you need specific tools right now, this is the presentation for your group.

starts with Jim’s collaboration with a US Navy SEAL Team Six leader and demonstrates the similarity of their “Mission Success”. Jim reinforces the reasons life insurance needs to be sold and how to take advantage of the major slump in life sales (even with the recent upward blip) to maximize share of wallet and market penetration…plus, help your clients do what needs to be done to improve their peace of mind.

An icon is “a person regarded as a representative symbol of something”. It’s being the ideal in your category. “Being Iconic” simply means being the best of the best. It’s the only proper target for today’s insurance and financial advisor who wants to stay relevant. Jim Ruta works with industry icons. Combined with his successful 25-year leadership career in Canada’s biggest market himself, he can help you be an icon too. This high-energy, high-content session delivers the “icon mindset” and the specific tips and tools that help you to the top. Learn the questions Icons ask. Understand business development like icons understand it. Develop the processes and practices that will make you an icon in the business and as helpful and successful as you can be. It’s the only reason to be in business.

This presentation shows recruiting managers how to build great agencies. The sales and management icons of the future will come from the recruits of today. It’s a serious job and rests squarely on the shoulders of today’s recruiters. There are 5 specific steps and more than 30 ways for recruiters to build their attraction and selection skills and build great agencies of future icons. Learn the 11 keys to building greatness.