The greatest amount of GROWTH occurs when you get comfortable being UNcomfortable

~ Jim Effner ~

Your Invitation To Sales Cycle Mastery Summit

Are you ready…


To get comfortable with the uncomfortable?

To stop winging it?

To transform your potential into real performance…

Then, Jim’s Sales Cycle Mastery Summit is here to help. Combining Jim’s 30 years of experience, teaching that’s backed by results, and powerful group dynamics, this program is designed to help you achieve transformational growth in your practice.

Now, it’s being delivered in three full-day workshops and offered to individual advisors – and congrats, you’re invited.



Last Chance To Register


Upcoming Summit Program

  • August 18th – Workshop 1
  • October 20th – Workshop 2
  • December 2nd – Workshop 3



Program Agenda


Workshop 1


Not having enough high-quality prospects to call on is a death sentence in our business. What would be the impact on your practice if you could create consistent prospecting results? I’ll teach you how to change your mindset and build the systems necessary to become a master prospector!

Phoning & Calendar Management

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. I’ll have you working smarter, not harder.

Workshop 2

Fact Finding

To be an expert fact finder, you have to begin with the end in mind. The ultimate goal? A quality relationship with your client. To gain the right facts and build this relationship you have to evoke 3 key feelings in the client. Learn what these are and how to foster them in each client!


Can you recreate the energy and emotion you built in the fact finder to help motivate a prospect to action? Do the plans you build create the client’s mindset that guides the meeting towards next steps? When building the plan, less is more. I’ve got two words for you: relatable and personalized.

Workshop 3


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. Let me tell you – that’s powerful stuff.

Annual Reviews

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.

All three workshops will take place in Chicago, IL. The cost is a one time investment of $5,000 (Travel not included). Seating is limited to the first 25 registrants for each program and spots will be filled on a first come, first served basis.

Register today! Seating limited to first 25 registrants for each program.