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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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.
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.
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.
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.
I am often asked how I became successful in my financial services career. While there is no magic bullet, here are four timeless lessons.
Fact finding requires gathering key financial data from your prospects. It also means taking the time to understand the story beyond the numbers.