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

It’s important to have a system to follow up with these prospects and clients who don't buy from you, but prior to that, it’s more important to understand why they
You just had a successful fact-finder discussion and your clients are coming back for their first planning meeting. Here's how you should you open this critical meeting to continue the
Scheduling Annual Reviews
Every one of your clients should have an annual review. It's important for their financial security and to your business model. But, scheduling the annual review can sometimes raise objections.
Annual Reviews
Clients’ financial needs evolve over the course of their lives. It's important to meet with your clients for annual reviews so that their financial plan evolves too - and there
Do you always seem to head straight to voicemail when phoning new prospective clients? Here are two ways to leave effective messages to help keep your meetings with new referrals.
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From New York to California, money brings a huge amount of stress to most Americans. Here's how financial advisors can re-position their practice to address this issue.
Disability, like death, is never a fun subject to think about. But as a financial advisor, one of your missions is to help make your clients financially bulletproof, and disability
While there are countless prospecting ideas to consider, there’s only one I would focus on. No, it’s not the latest social media strategy.
One of the more difficult concepts for reps to grasp is that the growth of their book of business does not necessarily equal growth in their practice.
Help your practice take a big leap forward. Learn the six steps that financial advisors took to achieve transformational growth in a single year.
In order to experience true growth in your business, it’s imperative to use critical think time to work on your business, instead of always working in it.
See how advisors can discuss the need for life insurance with their clients by addressing three core components: debt, education and survivor income.