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

One Simple Way To Manage Your Time More Effectively
08-21-2018
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
What To Do When Clients Don't Buy
07-26-2018
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
How To Open Your Planning Meetings With Clients
06-28-2018
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
Overcoming Objections To Setting Up Annual Reviews With Clients
06-01-2018
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
Why You Should Embrace Annual Reviews With Your Clients
05-25-2018
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
Straight To Voicemail? Here's How To Keep Meetings From Referrals
05-14-2018
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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Stop Selling Insurance And Managing Money – Find Your D.N.A.
04-30-2018
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 Insurance: A Critical Conversation With Clients
04-16-2018
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
Need Prospecting Ideas? Here's The One That Built My Business
03-29-2018
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.
When Less Is More: Defining Your Book Of Business
02-09-2018
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.
Year In Review: Six Steps For Transformational Growth
01-19-2018
Help your practice take a big leap forward. Learn the six steps that financial advisors took to achieve transformational growth in a single year.
Time To Stop Mindlessly Working In Your Business
12-22-2017
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.