Effner Blog Posts – Cat – Beliefs

Overcoming the insurance is just a Bill Mindset
Overcoming The “Insurance Is Just Another Bill” Mindset
12-11-2020
It's advisors’ jobs to help clients see that insurance isn't "just another bill." In order to accomplish this, here are three things advisors must do.
Setting Goals In The New Year
New Year, New You? Don’t Just “Set Some Goals”
12-04-2020
Goal setting works… when it’s done right. Here’s how I approach goal setting and how you can create transformational, sustainable change in the new year.
Master Prospecting Language
The Key To Mastering Your Prospecting Language
10-20-2020
Great prospecting language is concise and compelling. Learn a proven approach for financial advisors for mastering prospecting language.
Financial Advisor Prospecting In A Post-COVID World
09-24-2020
COVID-19 has increased demand for a solid financial plan. With the right prospecting approach, you can be the financial advisor to provide it to them.
Why Prospecting Is The Biggest Challenge Of Financial Advisors
08-26-2020
I often ask financial advisors, “What’s your biggest challenge?” The answer is almost always the same: Prospecting.
Permanent Life Insurance: The Time Is Now!
08-10-2020
There's never been a greater need for permanent life insurance and for advisors to have that conversation with clients.
Stop apologizing for this life insurance feature
Stop Apologizing For This Life Insurance Feature
07-10-2020
Permanent life insurance creates an environment of “forced savings.” It's time for advisors to stop apologizing for this incredible feature.
Feel Like Quitting Your Financial Advisor Career? Truth Is, So Did I.
06-11-2020
Ever thinking about quitting your career as a financial advisor? The truth is, so did I. Here's how I dealt with it.
Three Core Beliefs About Permanent Life Insurance
09-19-2019
Here are three of my strongest beliefs on why everyone needs permanent life insurance.
The True Cost Of Saving Money And Planning
08-22-2019
If you're going to have the discipline to be able to put yourself in a situation where you have tremendous financial security, you have to embrace delayed gratification. That’s not