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

Four Reasons To Sell Life Insurance
Four Reasons Why You Should Sell Life Insurance
07-24-2020
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
Stop Apologizing For This Life Insurance Feature
07-10-2020
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.
06-11-2020
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
05-27-2020
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
04-17-2020
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 - Stuck in a Rut
The Biggest Culprit: Why Am I Stuck In A Rut?
01-21-2020
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
11-07-2019
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
09-19-2019
Here are three of my strongest beliefs on why everyone needs permanent life insurance.
The True Cost Of Saving Money And Planning
08-22-2019
If you're going to have the discipline to be able to put yourself in a situation where you have tremendous financial security, you have to embrace delayed gratification. That’s not
Lifetime Value: Why This Business Should Be Getting Easier
08-01-2019
Here's why the financial services business should get easier and much more rewarding over time if you have a systematic process for getting in front of your clients.
Four Simple Questions To Uncover Clients’ Life Insurance Objections
07-09-2019
It's important to uncover clients’ life insurance objections early on in the planning process. Here are four questions to accomplish this goal and get to the bottom of your client’s
To Serve Or Lead?
The Role Of A Financial Advisor: To Serve Or To lead?
05-21-2019
Financial advisors can make a great living and have a profound impact on clients. However, with that also comes great responsibility. Is their responsibility to serve their clients? Or, is