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

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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.
Addressing the Need for Life Insurance
12-06-2017
See how advisors can discuss the need for life insurance with their clients by addressing three core components: debt, education and survivor income.
The Approach: Here’s How To Open New Client Meetings
11-17-2017
Before you begin a fact finder interview, you want to open the meeting by describing to the client what you do. This is known as the approach.
What Are Your New Clients Thinking?
10-20-2017
The success of a new client meeting is often determined in the first 10 minutes. See how to create real excitement about the opportunity to work with you.
Loose Ends Lose Clients – How To Close A Fact Finder
10-13-2017
If you don’t close a fact finder with intentionality, the likelihood of your prospect becoming a client is greatly reduced. Here's how to end the meeting.
Four Timeless Lessons From My Early Years In Financial Services
09-25-2017
I am often asked how I became successful in my financial services career. While there is no magic bullet, here are four timeless lessons.
Beyond the Numbers: Understanding Your Client’s Story
09-13-2017
Fact finding requires gathering key financial data from your prospects. It also means taking the time to understand the story beyond the numbers.