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

Master Prospecting Language
Great prospecting language is concise and compelling. Learn a proven approach for financial advisors for mastering prospecting language.
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.

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.

BECOME A SALES MASTER

WORKSHOPS

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.

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PROGRAMS

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.

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SPEAKING

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.

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P2P Academy

Advisors at any stage in their practice can access over 180 training videos from Jim on his online sales training website, P2P Academy.

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About Jim Effner

Jim Effner is founder and President of P2P Group, a company specializing in sales training for financial services professionals. His mission is to help bridge the gap between financial advisors’ potential and their performance.

Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion.

A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold.

Jim has overcome numerous life challenges, including losing his hearing just 30 days after taking his Managing Partner contract. He brings his commitment to excellence, his passion, energy and conviction – along with his perspective of 30+ years in the industry – to every aspect of his business.


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