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

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.
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.