Effner Blog Posts – Cat/Tag – Annual Reviews

Financial Planning Checklist
The Financial Planning Checklist: A Powerful Financial Planning Tool
01-19-2021
The financial planning checklist makes planning more understandable for clients, but also keeps you on track with the most important aspects of your plan.
How to Grow Your Practice Using Billable Hours
04-17-2020
The flexibility of your schedule is one of the greatest benefits of being a financial advisor, but it can be a daunting task to structure and manage their calendar. Introducing
The Biggest Culprit - Stuck in a Rut
The Biggest Culprit: Why Am I Stuck In A Rut?
01-21-2020
In this video clip from JIM'S TAKE, Jim Effner explains how reps get stuck in a rut, and how they can break out of it.
Face To Face: The Importance Of In-Person Meetings With Clients
11-07-2019
In this video clip from JIM'S TAKE, Jim Effner shares why he believes regular face-to-face meetings are still important.
Lifetime Value: Why This Business Should Be Getting Easier
08-01-2019
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.
Why I Talked To Every Client About Disability Insurance
11-30-2018
Early in my career a friend shared a story that dramatically strengthened my conviction for disability insurance.
Transform Your Prospecting Results With One Simple Idea
11-13-2018
Here is one simple technique to use in your annual reviews that can dramatically enhance your ability to generate referrals and prospecting results.
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
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.