How to Communicate Advice

Tell Less – Help More

Attend In-Person OR Virtual. 

LIFE INSURANCE & FINANCIAL ADVISORS: If you could adjust the words you use, the questions you ask, and style you present so you met more people, helped more people, and were naturally introduced to others, would it be worth spending a day learning the professional and repeatable process to do it?

Good News. YOU CAN!

Advisor practice management and communications expert Jim Ruta teaches these professional practice management skills every day to advisors at every level of production and from every corner of the financial services industry.

Learning these critical skills helps New Advisors get better established; Established Advisors to reach more professional levels and; Top Professionals to level up their professionalism, performance, and productivity.

Trying harder does not help. Communicating better does. He will show you how.

Communicating advice so prospects and clients accept it requires a style, process, and vocabulary change for almost all advisors everywhere. Learning this new strategy will help you grow your insurance business like nothing else.

The key is to “Stop Giving Advice – before you are asked”. Even more, it’s about asking questions that reveal the benefits of your advice so your prospect, client, and even friends and associates can hear it and accept it.

Financial Services is information heavy. The tendency is to share it proudly. Unfortunately, unless prospects are ready to hear it, it’s a negative approach because they won’t accept it. No one likes to be told what to do, least of all about their money. It must be their idea.

Top advisors ask unique questions that get their prospects to ask them for help. When they ask, “How would I do that? Or… Can you make that happen? Or… Is that even possible to do?” they’ve made you, their advisor. 

That gives you permission to give them your advice.

Jim has been testing a new “questions approach” based on his client’s Van Mueller’s strategies for over 5 years and it’s a game changer - if you are prepared to change. And Van is a Big Believer in this. Just ask him.

Jim will show you how to communicate your knowledge, ideas, insight, and experience so your prospects ask for your help and can then benefit from it with your help.

Jim is asked about this new style ALL THE TIME and help understand and use it professionally, so he is holding a SOLIS Workshop at the Burlington campus of McMaster University’s DeGroote School of Business on WEDNESDAY, May 28^th, 2025, from 9:30 am to 3:30 pm – European style.

We’ll start later and end earlier so you can get in and out with a minimum of traffic. And, because this program is about practice management and effective advisor and client communication, it qualifies for 4 Continuing Education Credits.

4 CE Credits that are valid for BC, Alberta, Saskatchewan, Manitoba, and Ontario. They are also valid for FP General CE Credits.

These CE credits can also be used for IAFE (Advocis), as they fall into the Institute Approved category of CE credits as per their definition. 

If you can’t attend in person for the full impact, there is a virtual option available for you.

This will be a true working session where I will help you make Benefit Revelation Questions the centerpiece of your style so you will be more professional in your approach, more helpful with your advice and more referrable in your work.

And it all comes from this new approach to practice management and client communication.

This program will make your business more professional - and it all starts WEDNESDAY, MAY 28, 2025, at 9:30 am ET in Burlington.

Tickets are the lowest price we have ever offered so more advisors can take advantage of the program and be more effective immediately.

TICKET PACKAGES

In-Person $197 - includes breaks + light lunch and refreshments, workbook, event recording and full transcript and 4 Ontario CE credits.

Virtual: $197 – includes Zoom Live-stream meeting, PDF printable workbook plus recording of event, with full transcript and 4 Ontario CE Credits.

Executive: $347 - includes live or virtual admission and all the other benefits PLUS a 30-minute private follow-up zoom meeting with Jim Ruta to answer your personal questions. (Only 20 Executive packages are available so get yours fast)

This interactive workshop is being conducted and monitored in partnership with Pro-Seminars Ltd.