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 over 180 training videos from Jim on his online sales training website, P2P Academy.
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.
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