+1.416.689.7882 support@jimruta.com

News, Updates, & Resources

The Two Key Personal Strategies that Guarantee Business Building Excellence

“High performance is your ultimate objective, whether you are an advisor or a leader of advisors. While the responsibilities and results of both roles are different, the underlying philosophy and strategy must be the same. Here are two key personal strategies that...

How can I make my business more resistant to the next market collapse?

There is one key change you have to make if you want to learn from these challenging times. It’s not particularly new but it is now particularly important. “Written engagement is not optional.” Actually, written engagement has been a regulatory and contractual...

What’s the best way to group my clients?

If the approach is too complicated, you won’t use it. Most systems are. So, few people use them that even if there is any value to the system, it’s lost. Yet, I believe there is value in sorting your clients, as long as you keep it simple. I call it “Clientele...
What’s the best way to group my clients?

What’s the best way to group my clients?

If the approach is too complicated, you won’t use it. Most systems are. So, few people use them that even if there is any value to the system, it’s lost. Yet, I believe there is value in sorting your clients, as long as you keep it simple. I call it “Clientele...

How can I make myself “irreplaceable” with my clients?

How can I make myself “irreplaceable” with my clients?

Little, personal things can make the biggest difference in your results and get the extra loyalty you want. Every year I was with Mutual Life I received a personal note from the President, Chairman and Agency VP on my birthday. Think that played a role in their...

Can You Speak?

Can You Speak?

Working with ICON's and Top Producers over the years I learned that public speaking can make the difference in your prospecting efforts. Learning to master your message in front of a large group will help you be better in one on one meetings. Sadly it doesn't work the...

What’s the key to coming out of the recession doing better than ever?

What’s the key to coming out of the recession doing better than ever?

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...

Should I move into the “High Net Worth market”?

Should I move into the “High Net Worth market”?

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...

How can a “general practitioner” be more successful?

How can a “general practitioner” be more successful?

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...

Learn More About ICON Protocol and Advisorcraft coaching.

Books & Publications

Proin eget tortor risus. Cras ultricies ligula sed magna dictum porta. Vivamus suscipit tortor eget felis porttitor volutpat. Nulla porttitor
Share This