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    March 2017
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    Jim Ruta

    From "the street" to "the executive suite", Jim Ruta, BA, RHU, has done it all. As the author of four books, contributor to online and offline magazines around the world, he has spoken on stages featuring the leading insurance and investment financial service professionals/ advisors representing the highest standards of ethics, knowledge, service and productivity, including the Million Dollar Round Table Main Platform representing 36,000 individuals in 78 countries.


    Starting as a life insurance agent at age 22, he eventually led a multi-million dollar agency in the heart of Canada's national financial district. With more than 250 agents, it was, at the time, Canada's largest.
     Jim began his career in 1977 after graduating from the University of Manitoba.  In 1979, he established "IAP – Insurance and Annuity Planning" as an agent.  He began a long career in agency leadership in 1981.  His successful sales, marketing, training and management career spanned three companies and more than two decades.  He went on to help found two successful Managing General Agencies.


    Jim served on both agent and manager industry boards (LUAC and LIMAC) and moderated their training programs (LUATC and AMTC).  As a popular speaker, consultant and commentator on financial services, Jim has addressed every Financial Advisor Association of Canada's national "school" and the AGM.  One of Canada's first Registered Health Underwriters in 1992, he is currently a Director and Secretary Treasurer of GAMA International Canada.


    Today, Jim is an author, speaker and performance consultant to top financial companies, advisors, managers and executives around the world. These include the Centennial Celebrations at Great Eastern Life in Singapore and the Main Platform of the Million Dollar Round Table Annual Meeting.

    Founder and CEO of Expert Institute, Jim offers a unique personalized professional consulting system for entrepreneurs and leaders using the JimCLASS conference and advice program.


    Jim's regular column in Canada's "Insurance and Investment Journal" and video segment on "Investment Executive's" IE:TV are subscriber favorites.  His magazine articles have appeared in MDRT's "Round the Table" and "Life Insurance Selling" in the US.  His first four books, Expert Identity Marketing, Master Your Money Management, How to Win Sales and Increase Profits with Jim Ruta and Peak Performance Perspectives have sold thousands of copies around the globe. He is a regular contributor to and a columnist for India's Premium Magazine.


    Jim's depth of knowledge is unexcelled.  His passion, humor and plain talk have inspired, educated and entertained many thousands worldwide.  He cares deeply about the industry and has dedicated his life to building up the financial advice model.


    Involved with his church, Jim serves on the board of two Catholic charities.  He is a licensed private pilot, avid golfer and father of three.  He and his wife Rhonda live outside of Toronto, Canada.

    Jim Ruta's Recent Articles

    Are you failing enough?

    Unless you fail enough, you can never succeed greatly. Sound a little backward? It isn’t if you have the right perspective. The winning perspective on failing is that it is an inseparable part of winning. It’s the other side of winning. Without failing, you can’t win. Nobody does. Here’s what I mean. If “failing” is […]

    Posted: September 5th, 2012 under Insurance.

    Stop the Charade

    The independent advisor, shopping the market is a myth. I’m not saying there aren’t good advisors who do great work. Or that advisors are lying to consumers. But honestly, who really has enough time, knowledge or ability to check out every product possibility in the market, analyse it and make it fit every new client […]

    Posted: August 31st, 2012 under Finance, Insurance, Investments, MONEY®, Personal Finance, Trust.

    Fire hose or Faucet?

    You’d think that clients would already know it all. But they don’t. With the explosion of information on the Internet the reverse has happened. There is so much knowledge available consumers are overwhelmed by it all. It’s like they need a drink of water and the Internet is like having a fire hose turned on […]

    Posted: August 22nd, 2012 under Financial Planning, General, MONEY®.

    Your New Role

    Should you choose to accept it… You’ll disappoint your clients and prospects unless you do this. It doesn’t matter what else you do or how proficient you are at it, there is a role you have to accept to meet consumers growing expectations. You have to be their “Overall Guardian of All things Financial”. It […]

    Posted: August 16th, 2012 under General, Insurance, MONEY®, Mutual Funds.

    Re-energizing Advisors with the Art of High Performance

    Ready to Run? If you’re not getting ready now, it will be too late later. OK, it’s the dog days of summer, as close to over as beginning but this is the time to prepare yourself for the busy fall season. If you try to get ready in September, you will miss so much prime […]

    Posted: August 1st, 2012 under General, Insurance, MONEY®.

    The Art of High Performance for Financial Advisors

    Do you panic when a prospect answers the phone instead of it going to voice mail? Have you tried to come up with an elevator speech but have nothing to say? Are referrals coming slower than you feel you deserve? Are you more afraid of prospects than they are of you? Do you spend more […]

    Posted: May 10th, 2012 under Financial Planning.

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