Sales Cycle Mastery
In order to get to
WHERE YOU WANT TO GO
you need to give up
WHAT GOT YOU TO WHERE YOU ARE.
~ Jim Effner ~
The Key To Mastering Your Prospecting Language
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
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
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!
There's never been a greater need for permanent life insurance and for advisors to have that conversation with clients.
Four Reasons Why You Should Sell Life Insurance
Advisors who have a negative mindset on selling life insurance are doing a major disservice to both their clients and themselves.
Stop Apologizing For This Life Insurance Feature
Permanent life insurance creates an environment of “forced savings.” It's time for advisors to stop apologizing for this incredible feature.
Feel Like Quitting Your Financial Advisor Career? Truth Is, So Did I.
Ever thinking about quitting your career as a financial advisor? The truth is, so did I. Here's how I dealt with it.
From Transactional To Transformational: The Art Of Asking Great Questions
Learn how to connect with clients in a transformational way through the art of asking great questions.
How to Grow Your Practice Using Billable Hours
The flexibility of your schedule is one of the greatest benefits of being a financial advisor, but it can be a daunting task to structure and manage their calendar. Introducing
The Biggest Culprit: Why Am I Stuck In A Rut?
In this video clip from JIM'S TAKE, Jim Effner explains how reps get stuck in a rut, and how they can break out of it.
Face To Face: The Importance Of In-Person Meetings With Clients
In this video clip from JIM'S TAKE, Jim Effner shares why he believes regular face-to-face meetings are still important.
Three Core Beliefs About Permanent Life Insurance
Here are three of my strongest beliefs on why everyone needs permanent life insurance.
Sales Cycle Mastery