Jim Effner @jim_effner

Financial services sales trainer and speaker. Author of Bridge Your Gap and creator of P2P Academy. Joined April 2021

Tweets

96
Followers

37
Following

83
Likes

8

Jim Effner @jim_effner

3 years ago

Excited to announce Derek Brown, Wealth Management Advisor, will be a guest speaker at my upcoming Prospecting Essentials virtual event. Financial advisors - you don't want to miss this! Learn more at ProspectingEvent.com.

0 0 0 0 0

Download Image

Jim Effner @jim_effner

3 years ago

Awesome to reconnect with so many Summit Alumni this past weekend, to give back, and to say "Thank You" to everyone who has made this program so special. #financialservices #lifeinsurance #financialprofessionals #transformationalgrowth

0 0 0 0 0

Download Image

Jim Effner @jim_effner

3 years ago

Great interview with top #financialadvisor DeShawn Chapman. Here's how DeShawn makes his calendar work for him: youtu.be/q0qBcG29nlA Full interview now on P2P-Academy.com.

0 0 1 0 0

Jim Effner @jim_effner

3 years ago

I had a blast sitting down with financial professional Kody Troyner for his new podcast, Kode Kast. The episode is called Self Confidence Is Self Belief. We talked life, performance psychology, and motivation. Check it out here: podcasts.apple.com/us/podcast/sel…

0 0 0 0 0

Jim Effner @jim_effner

3 years ago

Great interview with #financialadvisor Mario Melendez. Mario's had significant growth over the past few years - in this interview clip he shares one of the keys to his success. youtu.be/CPPLa4Z4RK4

0 0 0 0 0

Jim Effner @jim_effner

3 years ago

The financial security checklist is a powerful tool that makes planning and annual reviews more understandable for your clients. Watch the clip to learn more and click here to download my sample one-page checklist: jimeffner.com/financial-plan…

0 0 0 0 0

Download Video

Jim Effner @jim_effner

3 years ago

In today’s world, there’s NEVER been a greater need for people to own permanent life insurance. The simple reason why is that it provides certainty in an uncertain world. Click here to learn three ways permanent life insurance can help: jimeffner.com/permanent-life…

0 0 0 0 0

Jim Effner @jim_effner

4 years ago

Check out my latest article for InsuranceNewsNet magazine: Help Clients Understand And Own Their 'Enough' Number. #Lifeinsurance insurancenewsnet.com/innarticle/hel…

0 0 0 0 0

Jim Effner @jim_effner

4 years ago

Vacation in Hawaii is off to a great start! So happy to be here with my wife enjoying the warm weather and, of course, getting in a few rounds of golf as well.

0 0 1 0 0

Download Image

Jim Effner @jim_effner

4 years ago

Permanent #lifeinsurance creates an environment of “forced savings.” Click the link below to learn why #financialadvisors need to stop apologizing for this incredible feature: jimeffner.com/stop-apologizi…

0 0 1 0 0

Jim Effner @jim_effner

4 years ago

I always preach the power of Think Time - spending time working on your business, not just working in it. Recently I was able to get away for 48 hours for an awesome ski trip filled with Think Time. Highly recommend incorporating this practice into your life!

0 0 0 0 0

Download Image

Jim Effner @jim_effner

4 years ago

Do your clients view you as a salesperson? Or, as a trusted #financialadvisor? Check out this video on why many clients view their advisor as a salesperson (even when they like and trust them) and what you can do to change their perception of you. youtu.be/pXVBWWYTO9Y

0 0 0 0 0

Jim Effner @jim_effner

4 years ago

One #prospectingobjection #financialadvisors stumble on is if a client straight up says "no" to providing referrals. Click below to learn how to handle it: jimeffner.com/when-clients-s…

0 0 0 0 0

Jim Effner @jim_effner

4 years ago

The constant turnover of staff or assistants is a struggle for many #financialadvisors. Here are four ways you can dramatically increase retention, engagement and career satisfaction for your staff and team members. youtu.be/8G2lIl4KUNM

0 0 0 0 0

Jim Effner @jim_effner

4 years ago

Time and time again, #prospecting comes up as the biggest challenge of #financialadvisors. Watch this video to learn why and subscribe to my YouTube channel for free training and resources. youtu.be/An8ZYPYpQio

1 1 1 0 0

Jim Effner @jim_effner

4 years ago

There's never been a greater need for permanent #lifeinsurance and for #financialadvisors to have a conversation with their clients about it. Click the link below to learn four key reasons why: jimeffner.com/permanent-life…