Welcome to my bog and some random thoughts!

As the newst blogger here, I would like to say that I am looking forward to sharing some thoughts and opinions (most of which are politically correct but some aren’t!) that will challenge a lot of conventional wisdom within the financial community and the industry at large. I welcome comments (pro and con) as well as suggestions for future commentary.

For my next blog, I will offer some opinions on “traditional” financial planning using average interest/growth rate assumptions and the move along to Monte Carlo simulations – are they really a major improvement? If anyone wants a “sneak preview” on those thoughts, I refer you to Jim Otar’s excellent website as noted under TAGS. As a follow-on, I next plan to look at what a reasonable rate (if you must use a fixed rate), makes sense and will stand the test of time!

Remember, I did say I was going to challenge some long-held beliefes and principals – to get us all thinking about how we work with our clients and their future plans!

Cheers Boom Boom

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)