Ongoing Series
Learn from the best! Jim interviews top advisors who have been through his program and achieved transformational results.
See past recordings of live webinars presented by Jim Effner.
Jim's Take is an ongoing series where Jim offers his take on issues adivsors are facing in the field, how to achieve transformational growth in your practice and answers top questions he hears from advisors across the country.
Essential Courses To Grow Your Practice
Jim Effner shares his most important beliefs that helped him succeed throughout his career.
The inability to prospect is the #ONE reason reps fail in this business. Regardless of their talent and passion, they just can’t see enough people. In this course, learn Jim's 8-step system for prospecting to generate consistent and sustainable results for your practice.
Do you fear the telephone? You shouldn't as it's your greatest income tool possible if you use it more effectively. Are you a slave to your calendar? In this module, you will learn the confidence and skills to effectively convert prospects to appointments, as well as how to build a highly efficient schedule through a proactive and consistent approach to calendar management.
In this course, Jim covers best practices for fact finding - an initial exploratory meeting between financial advisor and client where the advisors role is to gather the clients financial information.
Learn how to recreate the energy and emotion you built in the fact finder to help motivate a prospect to action in the planning meeting.
When it comes to closing, it's all about offering a solution to a problem, not selling a product. When this meeting is done well, the result is that your client feels incredibly connected to you, and they will also feel (maybe for the first time ever) that they could actually achieve their goals for financial security.
Do you have "rockstar" annual review meetings? (Hint: If your client doesn't leave feeling like they are one year closer to achieving their financial dreams, then the answer is NO!) Learn how to use your annual review meetings to enhance your relationship – fostering not only renewals, but more importantly - referrals.
Master Your Language Mini Courses
Life Insurance
It's important that your life insurance presentation is full of D.N.A. - it's Different, New and Attractive. Watch Jim deliver his signature life insurance ledger presentation to see how you can bring yours to life too!
Learn Jim's three-step approach for multiline agents to sell life insurance.
Learn the eight benefits that make life insurance the eighth wonder of the world!
The Resource Library
