Bridge Your Gap: Sales Strategies and Systems for Becoming a Top Financial Advisor

By: Jim Effner

Narrated by: Jim Effner

What is the "Gap"? For financial professionals, it is the gap between their current income and their potential income - and it's profound. The fact is, most financial industry pros have a massive, untapped income potential. Most are "just getting by" when they could be living the life of their dreams. But how do they bridge the Gap in way best that serves both themselves and their clients?

Jim Effner has the answer. After decades as a top producer and managing partner at an industry leading financial services firm, Jim created a master plan for bridging the Gap, founded The P2P Group to teach his method to pros, and has already helped hundreds of financial advisors double and triple their income - and more. He can do the same for you. Bridge Your Gap is not another vacant "motivational" method, not another dated, "make more calls", diatribe. It is practical, actionable, and something that will elevate your career trajectory and your life the moment you put it into practice. If you're tired of staring into the Gap and ready to leap into the world of the top producer, buy this audiobook. Then hold on. It's going to be an exciting ride!

©2019 Jim Effner (P)2021 Jim Effner

Promised systems, delivered systems

I bought this book halfway through a compelling presentation by Jim to my organization during our monthly training day. I am now also enrolled in his online learning academy on a trial basis. I don’t know if I needed to hear Jim’s entire life story in the beginning of the book as he had already established his bona fides to me in the speech. I made both decisions because I know I’m not as effective or efficient in my job as I could be. His thesis is that the solution to many of my deficiencies is thru the creation of effective systems & processes across the entire sales cycle. Given my former military career, that makes sense to me. So I enjoyed his book, especially the portions on mindset & beliefs. His story about his mentor who had not sold disability insurance to a client facing a chronic illness was especially compelling & motivating. I think if I wanted to improve this book, I would condense the chapters on his personal story and work in a few more instances of how solutions he or others offered clients made a huge difference in theirs and their families’ lives for the better or lack thereof for the worse. In short I appreciated the book and look forward to using his online academy’s material to better my effectiveness & efficiency as an advisor. Thank you, Jim!

A must read!

Jim does a beautiful job at articulating the value and providing a repeatable process for financial advisors. A book that all should read in the industry!