In order to get to WHERE YOU WANT TO GO you need to give up WHAT GOT YOU TO WHERE YOU ARE.

~ Jim Effner ~

Blog Posts

How To Respond When Clients Say “No” To Providing Referrals
04-29-2021
One prospecting objection financial advisors stumble on is if a client straight up says "no" to providing referrals. Here's how to handle it.
Cold Calling Strategies for Prospecting
Smile And Dial: Cold Calling Strategies For Prospecting
03-26-2021
As a young financial advisor, many of my best prospects and clients came through cold calling. Learn how you can use cold calling for prospecting too.
Calling referrals and prospects
Calling Referrals? Be Prepared To Overcome Three Objections
02-26-2021
Calling referrals and prospects? Here's why you need to go through three objections if you want to successfully book the meeting.
Three Dealbreaks That Spoil Fact Finding Meetings
Three Deal Breakers That Spoil Fact-Finding Meetings
02-04-2021
While there are many aspects to conducting masterful fact-finding meetings, equally as important is avoiding the deal breakers that spoil them.
Financial Planning Checklist
The Financial Planning Checklist: A Powerful Financial Planning Tool
01-19-2021
The financial planning checklist makes planning more understandable for clients, but also keeps you on track with the most important aspects of your plan.
Overcoming the insurance is just a Bill Mindset
Overcoming The “Insurance Is Just Another Bill” Mindset
12-11-2020
It's advisors’ jobs to help clients see that insurance isn't "just another bill." In order to accomplish this, here are three things advisors must do.
Setting Goals In The New Year
New Year, New You? Don’t Just “Set Some Goals”
12-04-2020
Goal setting works… when it’s done right. Here’s how I approach goal setting and how you can create transformational, sustainable change in the new year.
Questions To Open Fact Finder Meeting
Getting Personal: Five Types Of Questions To Open Your Fact Finding Meetings
11-16-2020
One of the most important, yet often overlooked aspects of a fact finder meeting is opening with personal and emotional fact finding questions.
Master Prospecting Language
The Key To Mastering Your Prospecting Language
10-20-2020
Great prospecting language is concise and compelling. Learn a proven approach for financial advisors for mastering prospecting language.
Financial Advisor Prospecting In A Post-COVID World
09-24-2020
COVID-19 has increased demand for a solid financial plan. With the right prospecting approach, you can be the financial advisor to provide it to them.
Why Prospecting Is The Biggest Challenge Of Financial Advisors
08-26-2020
I often ask financial advisors, “What’s your biggest challenge?” The answer is almost always the same: Prospecting.
Permanent Life Insurance: The Time Is Now!
08-10-2020
There's never been a greater need for permanent life insurance and for advisors to have that conversation with clients.