By far the greatest amount of GROWTH occurs when you get comfortable being UNcomfortable

~ Jim Effner ~


Lifetime member OF THE Million Dollar Round table

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The Latest from Jim Effner

Ever thinking about quitting your career as a financial advisor? The truth is, so did I. Here's how I dealt with it.
Learn how to connect with clients in a transformational way through the art of asking great questions.
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

Welcome to the P2P Group

We’ve learned that in order to create sustainable growth, financial reps must implement specific strategic systems within each tactic of their sales process. By harnessing the power of working with intentionality, we help advisors transform their business – and create greater impact on the financial lives of their clients.



We create sustainable and unprecedented growth for your advisors. P2P's cornerstone Prospecting Workshop provides a system to create results in a critical aspect of sales.



P2P's most exclusive offering, the Sales Cycle Mastery program brings Jim Effner live to a small group of your highest potential advisors creating transformational change over one year.



Need a speaker for your agency or event? Jim's passion and 25+ years of success translates into a high-energy session that will change the audiences' lives long after the event is over.



Advisors at any stage in their practice can access content and curriculum on building sales cycle systems, handling objections, enhancing your mindset and more!


About Jim Effner

Master Sales Trainer, Financial Services Speaker, President of P2P Group

Jim Effner is a financial services speaker and master sales trainer with 27 years of experience. Formerly, Jim was Managing Partner of the Effner Financial Group, one of the largest Northwestern Mutual offices in the country, consisting of 117 full-time advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion.

Jim began the first 12 years of his career as an advisor and is a lifetime Million Dollar Round Table (MDRT) qualifier. He was also a three-time Forum qualifier, representing the top 5% of all Northwestern Mutual advisors, and the youngest person to make Forum the first two times he qualified.

Jim has also overcome numerous life challenges, including losing his hearing just 30 days after taking his managing partner contract. Now, as President of P2P Group, Inc., he shares his proven systems for success with financial professionals around the country.

"People struggle with success. They either can't forget the past or they can't visualize the future."
-Jim Effner

Accolades & Achievements

Back-to-back years as the youngest qualifier for Forum - NW Mutual’s most elite producers

As an advisor, built a highly successful practice – as an MP, developed others to do the same

A Million Dollar Roundtable Qualifier Every Year He Worked In Business

Chicago Council Board Member of Feed My Starving Children

Former MP leading 145 Financial Reps with $27 Billion of insurance inforce

What Others Are Saying

The time spent working with Jim has been extremely impactful to me personally and professionally. His insights are profound. His perspective is seasoned by his real-life experience of running with high achievers. Jim challenged me to think bigger and to do more than I would have been willing to do on my own, and that is the essence of positive influence.

Brandon Guntor

Company Name: Financial Advisor
Designation: CFP®, CLU®| Financial Advisor

Jim has a repeatable process that I can implement in my practice to be more efficient and effective. Going through his program has given me more confidence as an advisor, but also has helped me to be a more relevant and effective coach for new advisors.

Brian Schultz

Company Name: Brian Schultz
Designation: CFP®, CLU®, ChFC® | Financial Advisor

Jim has done a tremendous amount to accelerate my practice on its evolutionary journey from good to great. A clear example of this is fact finding. Jim shined a spotlight on blind spots in my fact finding process. None of his advice is about magic bullets or special phrases to say. I wish I could do this exact same course all over again next year!

Alexander Falenczykowski

Company Name: Alexander Falenczykowski
Designation: CFP®, CLU®, ChFC® | Financial Advisor