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Ep159 Jim Effner, President & CEO of P2P Group: Why Life Insurance is the Unsung Hero of Family Security
Manage episode 516080159 series 3600122
Вміст надано Matt Nettleton. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Matt Nettleton або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode of Default Profitable, host Matt Nettleton sits down with Jim Effner, a 36-year veteran of the financial services and life insurance industry. Jim shares his journey from building a massive Northwestern Mutual operation with 400 people and five buildings to founding P2P Group, a lean sales training firm laser-focused on boosting productivity in financial services. They dive into the challenges of scaling down, the emotional side of money decisions, and why permanent life insurance deserves a comeback amid industry shifts.
Have you ever wondered what it takes to ditch a sprawling empire for a passion-driven venture that actually fulfills you? What if the secret to killer sales isn't technique, but a rock-solid belief in caring deeply for each client? And how does spotting emotional money triggers from childhood make or break financial planning? Jim wraps with a humorous nod to his golf game—turns out, even a top producer can only hack so many rounds before needing a real purpose.
Learn more about Jim Effner and P2P Group at https://www.linkedin.com/in/jimeffner.
Listen to more Indianapolis Business Leaders at https://defaultprofitable.com or subscribe to Default Profitable on your favorite podcast platform.
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