Jim Effner
Jim brings his passion, belief, talent and experience to improve the mindset and skills of financial reps – thereby increasing the number of lives they impact.
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.
Sales Cycle Mastery: The Essentials
Jim shares his most powerful, immediately actionable sales secrets in one jam-‐packed session. These are proven concepts that he used to build his 25+ year track record of success as an advisor and managing partner. Jim has one driving passion: to utilize his unique skills, talents and experience to improve the sales skills of financial representatives – thereby increasing the number of lives they impact.
Prospecting Mastery
The inability to prospect is the #ONE reason financial advisors fail in this business. Regardless of their talent and passion, they just can’t see enough people. Jim will shed a light on the critical impact mindset and belief have on prospecting results, and share how to build systems with intentionality in order to create sustainable results.
Life Beliefs: Key Principles to Grow Your Life Insurance Practice
Life insurance is a critical part of any client’s financial security plan. In this powerful session, Jim shares his unshakeable beliefs around life insurance: why every client needs life insurance in force when they die – regardless of age or financial circumstance, the living benefits of life insurance, and how to determine the right amount of coverage. In 60 minutes, you will be challenged and inspired to grow your life insurance practice.
“Jim has a repeatable process that I can implement in my practice to be more efficient and effective. Going through his program has given me more confidence as an advisor, but also has helped me to be a more relevant and effective coach for new advisors.”
>”Jim has done a tremendous amount to accelerate my practice on its evolutionary journey from good to great. A clear example of this is fact-finding. Jim shined a spotlight on blind spots in my fact-finding process. None of his advice is about magic bullets or special phrases to say. I wish I could do this exact same course all over again next year!”
“The time spent working with Jim has been extremely impactful to me personally and professionally. His insights are profound. His perspective is seasoned by his real-life experience of running with high achievers. Jim challenged me to think bigger and to do more than I would have been willing to do on my own, and that is the essence of positive influence.”
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