Beliefs Category
(~15 min.) Setting goals is a simple process, but not an easy one. Like everything else we teach, it has to begin with your mindset. Learn the importance of “ripping off the rearview mirror” and also connecting to why your goals are meaningful to you.
(~4 min.) Without question, this business is tough – but arguably the toughest in your early years. Clients will consistently frustrate and disappoint you because they don’t always behave rationally. These ups and downs can be very emotionally challenging. Learn the most effective way to minimize the emotional roller coaster so it become more like speed bumps than insurmountable mountains.
(~6 min.) From maintaining consistent activity, to overcoming objections, to moving clients to take action – the financial advisor career is not without challenges. It is critical to stay connected to your WHY to stay motivated through these daily
obstacles. In this segment, learn three reasons Jim loves this career – and you should, too.
(~5 min.) Jim shares his beliefs around disability insurance – the client’s responsibilities to their family, and the options that having adequate coverage creates.
(~8 min.) Use these videos to help strengthen your beliefs in life insurance – and then create the language that you can use to convey those beliefs in a clear, concise and compelling way.
(~7 min.) The first 3 aspects of the prospecting system are the most fundamental and arguably the most impactful. You must know your number and know where you stand relative to that number throughout every single day. When it come to language, it’s always easier to replicate than to innovate.
(8 min.) Delayed gratification is not easy. That is why the role of the rep is so significant. As an advisor, your must work to manage human behavior. Your job is to help bring the future to the present and bring a sense of urgency to saving money and planning.
(~8 min.) This module will not only help you build your own personal conviction for permanent life insurance, but also help you convey your beliefs with powerful and compelling language. This is one of our most-watched, highly-rated videos on our entire site – you truly can’t watch this one enough!
(~12 min.) Jim shares the goals that drove him to succeed very early on, and why it is so critical to have clarity and incredibly strong connection to your goals. He also shares his perspective on what motivated him as he launched his career, and how his motivators changed over time.
(~6 min.) Jim shares the goals that drove him to succeed very early on, and why it is so critical to have clarity and incredibly strong connection to your goals.
(~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.
(~4 min.) The module is designed to give you a vision for how you will work with clients over time, and a game-changer tool that Jim introduces as part of his teaching on how to conduct a highly effective annual review with existing clients.
(~11 min.) This module introduces calendar management and billable hours – helping you to build your mindset around your most important asset: your time. It also features two of the most powerful beliefs videos in the program (you can’t see these too many times!), reminding you of the impact of the work that you do every single day.
(~9 min.) This is not a logical business, it’s an emotional one. However, most reps treat it more often as a logical one.
(~8 min.) Use these videos to help strengthen your beliefs in life insurance – and then create the language that you can use to convey those beliefs in a clear, concise and compelling way.
(~8 min.) Delayed gratification is not easy. That is why the role of the rep is so significant. A key part of being an advisor is understanding that you are managing human behavior. Your job is to help bring the future to the present and bring a sense of urgency to saving money and planning.
(~3 min.) It is an advisors responsibility to do the right thing for their clients throughout all stages of their life. It’s the only way you can truly help your clients build a bulletproof financial plan!
(8 min.) This module will not only help you build your own personal conviction for this cornerstone of any solid financial plan, but also help you convey your beliefs with powerful and compelling language.
Congratulations and welcome to an incredible career! Start here to begin your journey to becoming a top financial professional.