Comprehensive Services for Comprehensive Success
Whether you're an individual seeking mastery in self-directed retirement plans or a financial institution aiming for immaculate compliance, our spectrum of services caters to every facet of your needs. Explore our dynamic training options, gain insights from high-caliber material reviews, and consult directly with JP to ensure your retirement offerings are nothing short of exceptional.
Leverage our Business Development Call Center to refine your sales strategies and elevate client engagements with our expert compliance support. Additionally, tap into our specialized video content production to effectively communicate complex financial concepts, enhancing both client understanding and engagement.
Compliance and Consultation Services
Ruiz Consulting offers expert guidance through the Compliance Call Center Hotline, where financial institutions can seek advice on retirement plans and health savings accounts.Their service includes email and voicemail query options, available during business hours, complemented by quarterly webinars on current topics.
Sales and Business Development Support
Enhance your company's sales with Ruiz Consulting's Business Development Call Center, providing compliance sales support and in-depth assistance during sales team conference calls. This service is designed to help close sales by addressing complex client queries effectively.
Professional Development and Training
Ruiz Consulting excels in delivering live presentations and training sessions tailored for various audiences, focusing on retirement plan compliance and sales. They offer CE-approved content suitable for various professional designations, ensuring comprehensive and relevant learning experiences
Content Creation and Special Projects
Specializing in content creation and strategic project consultation, Ruiz Consulting provides bespoke video content production and expert reviews of processes and materials. Their wide-ranging expertise in the retirement industry makes them a valuable asset for any institutional project.