In order to get to
WHERE YOU WANT TO GO
you need to give up
WHAT GOT YOU TO WHERE YOU ARE.
~ Jim Effner ~
How To Respond When Clients Say “No” To Providing Referrals
One prospecting objection financial advisors stumble on is if a client straight up says "no" to providing referrals. Here's how to handle it.
Smile And Dial: Cold Calling Strategies For Prospecting
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? Be Prepared To Overcome Three Objections
Calling referrals and prospects? Here's why you need to go through three objections if you want to successfully book the meeting.
Three Deal Breakers That Spoil Fact-Finding Meetings
While there are many aspects to conducting masterful fact-finding meetings, equally as important is avoiding the deal breakers that spoil them.
The Financial Planning Checklist: A Powerful Financial Planning Tool
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 Another Bill” Mindset
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.
New Year, New You? Don’t Just “Set Some Goals”
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.
Getting Personal: Five Types Of Questions To Open Your Fact Finding Meetings
One of the most important, yet often overlooked aspects of a fact finder meeting is opening with personal and emotional fact finding questions.
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.