Скачать с ютуб Financial advisors: How to find higher-quality prospects в хорошем качестве

Financial advisors: How to find higher-quality prospects

Financial advisors, wealth managers, insurance agents, financial reps - Jim Effner gives you financial sales training on how to prospect to meet higher-quality prospects or clients when you're ready to grow. 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. Sign up for P2P Academy: https://www.p2p-academy.com/visitor/ P2P Group: https://jimeffner.com/ LinkedIn:   / jimeffner   Facebook:   / jimeffnerp2p