Display – Courses by Category

Prospecting Category

(~7 min.) A key to early prospecting success is ensuring you have the right mindset. Watch this video before every prospecting appointment and you’ll walk in with an empowered mindset. When you combine this mindset with language mastery, your confidence – and thus, your results –are transformed.

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3 Lessons

(~11 min.) Prospecting is one of the most difficult aspects of this business – if you haven’t mastered an empowered mindset. As human beings, it is natural to care what other people think of us. Here's a powerful story that helped me early in my career to overcome some of my fears and to realize that the care I had to help others far outweighed the concern of other people’s potential negative thoughts.

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3 Lessons

(5 min.) It’s always easier to replicate than to innovate – check out Jim's objection responses, and then use what you learn to sharpen and hone your language effectiveness.

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3 Lessons

(5 min.) It’s always easier to replicate than to innovate – check out Jim's prospecting language and objection responses, and then use what you learn to sharpen and hone your language effectiveness.

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3 Lessons

(7 min.) This module ensures you have a clear understanding of what constitutes a true referral, why a client will refer you, and most importantly – knowing your number and where you stand relative to that number throughout every single day.

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4 Lessons

Are you ready to LAUNCH? In this powerful training session, dive into a look at Jim's beliefs about YOU as a financial professional, your mindset when prospecting and how to start strong in your new client meetings.

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5 Lessons

Use this course as a helpful reference guide to master your language in the essential aspects of your business: Prospecting, phoning and fact finding.

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10 Lessons

Congratulations and welcome to an incredible career! Start here to begin your journey to becoming a top financial professional.

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25 Lessons