1 minute read
PROFESSIONALISMIT MAY NOT BE WHAT YOU THINK
by Advocis
It’s easy to get the wrong idea about professionalism as the financial services industry is “All Together Now”. Blurred lines between the once traditional financial pillars and the accelerated complication of products, processes, and responsibilities have left many advisors and their clients confused. Sadly, this confusion is repelling results and reducing the quality of service provided.
The good news is that clarity will attract those results. Since joining the Life Underwriters Association of Canada in 1978, Jim Ruta has worked with top advisors around the world and paid close attention to the trends in advisor professionalism. He’s discovered a new professionalism that provides the utmost in client service.
This talk will clarify what it means to be a professional today and what to do to achieve it. Fortunately, all the necessary pieces are already available and only need to be put in the proper order to make any serious advisor more professional.
The bonus is that professionalism is not just a brand thing. The new professionalism means increased profitability. Jim will show you how to simplify your systems, take your business to the next level of professionalism, and dramatically increase your profitability in the process.
And your business model doesn’t matter. You can be more professional and profitable when you rethink professionalism.
