Episode
Financial Advisor Sales Training in 2026 with Jim Effner
- Published
- Jun 26, 2026
- Duration seconds
- 1468
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Summary
Jim Effner, Founder & President of P2P Group, explains why AI won't replace financial advisors: personal financial services is a human-behavior business where clients need an advisor they can implicitly trust, understand them, and genuinely care. He breaks down the traits, courage, and language that set elite advisors apart. Learn more at https://jimeffner.com/