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

~ Jim Effner ~


Lifetime member OF THE Million Dollar Round table

learn from a SALES master

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The Latest from Jim Effner

COVID-19 has increased demand for a solid financial plan. With the right prospecting approach, you can be the financial advisor to provide it to them.
I often ask financial advisors, “What’s your biggest challenge?” The answer is almost always the same: Prospecting.
There's never been a greater need for permanent life insurance and for advisors to have that conversation with clients.

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

Chuck Pruett | Managing Partner

Tim Bohannon | Managing Partner

BJ Hellyer | Chief Development Officer