
Jim Effner
Founder & President of P2P Group; financial services sales trainer and author of "Bridge Your Gap"; 30+ years experience in financial services industry
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Jul 25, 2026
Commit to a System—Building Consistency, Mastery, and Predictable Sales Results featuring Jim Effner
4:11
4:19
4:25

Jim EffnerGUEST
The good news is you could have never told me and asked me that question without me knowing, and I could've answered it instantly, right? It's every genetic cell in my body.

Jim EffnerGUEST
So I would say that selling from the heart to me, uh, you used the word just briefly ago, authenticity.

Jim EffnerGUEST
That, that certainly, certainly has a big thing to do with selling from your heart.
5 MINS LATER
D
9:37Darrell AmyHOST
I need to commit to be, uh, disciplined and to follow a system." Where should they go next?
Financial Advisor Sales Training in 2026 with Jim Effner
1:33
1:43
1:52
2:06
2:22

Jim EffnerGUEST
that's very important to make a point of because how other industries are going to adopt to this world with technology, with AI, with all that other kind of stuff.

Jim EffnerGUEST
That's not my area of expertise, but yet it's a huge area of my expertise within the financial services world because if you don't, you die.

Jim EffnerGUEST
And so the reality of it is, is first and foremost, there's a massive value prop differential necessary in the world we live in today through the channels of a relationship.

Jim EffnerGUEST
In other words, if you were in the financial services world today and you were really, really, really focused on volumes and transactions, you would be replaced by AI.

Jim EffnerGUEST
But in the financial services world, fortunately, okay, is that it's really not, and when we're talking about financial services, I'm talking about personal consumer financial services, not corporate finance, right? And so it's really a behavior, a human behavior business.
8 MINS LATER
