Blog Posts

The financial planning checklist makes planning more understandable for clients, but also keeps you on track with the most important aspects of your plan.

I often ask financial advisors, “What’s your biggest challenge?” The answer is almost always the same: Prospecting.

Advisors who have a negative mindset on selling life insurance are doing a major disservice to both their clients and themselves.

Ever thinking about quitting your career as a financial advisor? The truth is, so did I. Here's how I dealt with it.

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

In this video clip from JIM'S TAKE, Jim Effner shares why he believes regular face-to-face meetings are still important.