The single best INVESTMENT you can make
in your reps is to hone their PROSPECTING SKILLS.

~ Jim Effner ~

The single best INVESTMENT you can make
in your reps is to hone their PROSPECTING SKILLS.

~ Jim Effner ~

The Prospecting Mastery Workshop

The inability to prospect is the #ONE reason reps fail in this business. Regardless of their talent and passion, they just can’t see enough people.

We’ve designed a simple, yet powerful workshop to help reps become prospecting masters. This workshop focuses on developing an empowered mindset and then implementing a predictable, proven system for sustainable growth.


What Makes This Workshop Unique?

The Prospecting Mastery workshop is not entertainment - it's designed to create consistent, sustainable results. In order to do so, the workshop is broken down into three components.

Session 1: Learn The System

The first component of the workshop is a 2-hour session led by Jim Effner. This session begins with addressing reps' mindset about prospecting. He then shares his 8-step system designed to create consistent prospecting results and provides a one-page “recipe for prospecting success.”

10 Weeks To Execute The System

Using Jim’s Coaching & Follow-Through Guide, reps will work with their leadership team on a weekly basis on each of the 8 aspects of the prospecting system.

Prospecting Mastery Challenge

After 10 weeks, your group will meet internally for a follow-through session. We provide all the tools to make it successful. It is designed to ensure sustainable prospecting results - generating more and better referrals than ever before!

What Advisors Say About The Workshop

Dan Mason | Financial Advisor

David Knox | Chief Development Officer

More About The Prospecting Mastery Workshop

By harnessing the power of working with intentionality, this workshop helps advisors transform their business – and create greater impact on the financial lives of their clients. Click the video to learn more about the three parts of the workshop!

If you are interested in booking a Prospecting Mastery Workshop, please click here to send us a message and we will be in touch!