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Jim's Take Category

Jim's Take is an ongoing series where Jim offers his take on issues adivsors are facing in the field, how to achieve transformational growth in your practice and answers top questions he hears from advisors across the country.

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9 Lessons

Learn from the best! Jim interviews top advisors who have been through his program and achieved transformational results.

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18 Lessons

See past recordings of live webinars presented by Jim Effner.

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4 Lessons