EPISODE · Jun 26, 2026 · 24 MIN

Financial Advisor Sales Training in 2026 with Jim Effner

from Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More. · host Sales POP!

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/

Episode metadata supplied by the publisher feed · Published Jun 26, 2026

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Financial Advisor Sales Training in 2026 with Jim Effner

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This episode was published on June 26, 2026.

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