Archives | Jim Ruta

I want to focus my insurance business on a specific market. What do I do with the clients that aren’t part of that group?

This is why many advisors hold back in targeting a specific audience or focusing. Do they dump them? “Sell” them? Give them away? This indecision is expensive. There is a better approach. Keep them in your system. You don’t have to do anything with them. Just make...

Do I really have to specialize to be successful?

by Jim Ruta

There are two ways to be a success in the financial services business: 1. Work like a dog – do it all. 2. The right way – focus your efforts. I just returned from a couple of speaking engagements in Singapore and heard a wonderful story about this. After talking about...

I’ve been in the business for about 7 years. What’s the trick to keeping up to keeping up the enthusiasm?

by Jim Ruta

You are in the last “danger zone” at your seventh anniversary. Advisors commonly second-guess themselves at two, five and seven years. You are likely to wonder whether you are doing the right thing, are doing enough of it or should finally get a “real job”. The...

I want to focus my insurance business on a specific market. What do I do with the clients that aren’t part of that group?

Do I really have to specialize to be successful?

I’ve been in the business for about 7 years. What’s the trick to keeping up to keeping up the enthusiasm?

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