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!
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.
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
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.
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.
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!