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

Here are three of my strongest beliefs on why everyone needs permanent life insurance.
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
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.
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?
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
While there are a number of key aspects to conducting a successful fact-finding meeting, here we’ll focus on one: great questions to kick off the retirement planning section.
The younger representatives who I mentor often ask how I became motivated so quickly. A big factor in my development was my environment. Here's how it helped me.
As we approach the end of this year, there’s no better time than now to spend some time in reflection and set your goals for the coming year.
Early in my career a friend shared a story that dramatically strengthened my conviction for disability insurance.
Here is one simple technique to use in your annual reviews that can dramatically enhance your ability to generate referrals and prospecting results.
At a certain point in the financial advisor/client relationship comes the time to move your financial plan to action. This is the implementation stage of the sales cycle and here
There are a number of things you can do to manage your calendar and time more effectively. However, I believe there is one thing in particular that can have the