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
Chuck Pruett | Managing Partner
Tim Bohannon | Managing Partner
BJ Hellyer | Chief Development Officer