In order to get to
WHERE YOU WANT TO GO
you need to give up
WHAT GOT YOU TO WHERE YOU ARE.
~ Jim Effner ~
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.
The True Cost Of Saving Money And Planning
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
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
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
The Role Of A Financial Advisor: To Serve Or To lead?
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