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

~ Jim Effner ~

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P2P Academy

Proven online sales training for financial professionals. Ready to transform your potential into real performance?

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The Ultimate Guide To Sales Mastery

With 30+ years of experience, Jim Effner's Bridge Your Gap book details his sales strategies and systems for becoming a top financial advisor.

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The Prospecting Mastery Workshop

Jim Effner's simple, yet powerful workshop to help financial professionals become prospecting masters.

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The Latest from Jim Effner

One prospecting objection financial advisors stumble on is if a client straight up says "no" to providing referrals. Here's how to handle it.
Cold Calling Strategies for Prospecting
As a young financial advisor, many of my best prospects and clients came through cold calling. Learn how you can use cold calling for prospecting too.
Calling referrals and prospects
Calling referrals and prospects? Here's why you need to go through three objections if you want to successfully book the meeting.

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.


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.


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