Prospecting Essentials

Part Of Jim Effner's

Sales Essentials Series

October 13, 2022, 8:30 AM - 2:00 PM PST

Virtual Event

Master the ART and SCIENCE of prospecting with Jim Effner - a top sales trainer who has helped thousands of financial advisors transform their prospecting results.

Take The Guesswork Out Of Prospecting

Join Jim Effner and other top advisors to learn how to level up your prospecting with proven ways to master your prospecting mindset, implement Jim Effner's eight step prospecting system, and deliver your prospecting language with confidence. You'll walk away with everything you need to transform your prospecting results.

Prospecting Essentials Addresses Three Critical Components

Mindset

Most advisors are full of self-defeated thinking when they prospect or ask for referrals. Learn how to overcome this and develop an empowered mindset that is unstoppable.

Systems

Are you tired of winging it? You'll learn Jim's eight-step system that makes prospecting simple and delivers results.

Language

Learn Jim's essiential prospecting language so that you can deliver it with confidence and never be caught off guard by an objection.

Agenda At A Glance

ALL TIMES LISTED IN PACIFIC TIME

8:30 - 9:15 AM - Developing An Empowered Prospecting Mindset

9:15 - 10:30 AM - Set Your Prospecting Target and Nail Your Language (Steps 1 - 3)

15 minute break

10:45 - 11:45 AM - The Art Of Getting Referrals (Steps 4 - 5)

30 minute break

12:15 - 1:15 PM - Systematize Your Prospecting And Incorporate Your Team (Steps 6- 8)

1:15 - 2:00 PM - Q&A Session and Wrap Up

Special Guest Speakers

Not only will you learn masterful prospecting from Jim Effner, you will also hear from top producers who have achieved transformational growth in their practice. Learn exactly how they applied Jim Effner's prospecting training to level up their business.

Derek Brown

Wealth Management Advisor

Derek more than doubled his premium in 2020 finishing with $805,000 of premium. Named to Forbes 2022 "Best-In-State Financial Security Professionals" list.

Chad Voytik, MBA

Financial Advisor

In 2021, a year after Jim's Summit program, Chad more than doubled his premium, reaching $900,000 of premium, 244 lives, and 121 new clients.

Kelly Phillips

P2P Coach and Advocate

Kelly has coached over FIVE HUNDRED top financial advisors in Jim's Summit program, helping many double and triple their production.