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 time on social media than prospecting and selling? 

Are your results lower than they need to be?

In a world where texting and tweeting passes for real conversations with prospects and clients, the state of the economy gets the blame for poor results. Ironically, we have set unrealistically high performance expectations but settled for average performance.

It doesn’t have to be that way. You can experience a big turnaround when you’re ready to tell the truth about the reasons you are under-performing. When you change your perspective you can change your power and performance.

Offering an insider’s view of the complex relationship between average and high performance, acclaimed speaker and author Jim Ruta explains how to break free of average… to go from average to magnificent.

A frequent contributor to major industry magazines and websites worldwide, the author of five successful books including his latest, The Art of High Performance, Jim is popular on main stages around the globe. Having received the highest accolades for his recent MDRT Main Platform presentation, The Art of High Performance reveals where focus, expertise and effort converge to create high performance.

He has his finger on the pulse of financial services industry excellence and gives financial advisors in all disciplines the detailed map for the road to high performance.

Jim has spent more than 30 years working in the industry, researching financial advisors, their key challenges and top solutions. He’s also had to overcome personal and business hardship and loss along the way. He’s applied that combined wisdom to teach financial advisors how to achieve their full personal and business potential, despite the odds, for more than 10 years.

In this presentation, you will learn:

  • The importance and real value of high performance
  • The key steps in The Art of High Performance
  • Why multi-tasking is killing your performance and what you can do about it
  • What prospects really want when you first walk in
  • The 10 principles of excellent performance
  • How to plan two years ahead for high performance every year
  • How to set and then “process” goals so you actually achieve them… and much more!

(Available in 50 – 75 minute formats)

Jim Ruta

Jim Ruta is 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.