A high impact two-day program designed specifically for female financial advisors

CHICAGO SUBURBS 

Kelly Phillips

Advocate + lead sales trainer 

at P2P Group

Coaching 10+ years 750 Reps Coached

“Kelly is a ‘one-step-ahead’ thinker who challenges you to think big picture while helping you find the lesson in every moment.” ... “She brings everything back to your vision—what you actually want—and helps you get there with purpose and strategy.”- Jamie Mannarelli

"Kelly brings her expertise on what it takes to achieve BIG in this business from the unique perspective of a woman. But more than that, she goes ALL IN with her energy and passion. She challenges you with thought-provoking ideas and questions to leave you better than she found you."
- JimEfiner Founder & President of P2P Group,Inc.

“Kelly has a unique way of uplifting you and holding you accountable in the same breath.”“She’s the ‘velvet hammer’—pushing you to another level while still making you feel supported.”- Tess Morgan

“Kelly is the ultimate hype woman—on my worst days she reminds me of my potential, and on my best days she pushes me to think bigger.” ... “She challenges me to dig deeper and find my own solutions, always with positivity and purpose.”- Jessica Hogue

DESIGNED TO:

Are you intrigued enough to want to learn more?

Strengthen Mindset

Evolve Confidence & Grow Skills

Join Us for a Zoom Info Session


RSVP for the time that works best for your schedule:
Thursday, Sept. 1, 2025 at 11am EST Monday, Sept. 15, 2025 at 2pm EST Tuesday, Sept. 23, 2025 at 12pm EST

Connect to Our Strength, Our Potential and to One Another

Implement sustainable systems 

REGISTER TODAY
RSVP

Throughout the event, you’ll...

  • Start with vision casting and goal setting to align your focus.


  • Build an empowered mindset by facing fears around prospecting and time management.

  • Learn practical tools for prospecting, handling objections, and building trust.


  • Design a calendar that supports both your business goals and personal life.

  • Refine your client conversations to reflect your strengths and style.


  • Practice and grow through interactive workshops and live feedback.


  • End with clear next steps and a plan to carry your momentum forward.

Post-event support includes two 1:1 coaching calls and two group sessions to keep you focused and growing.


Frequently Asked Questions:

1. When is the conference?

November 10th & 11th 2025

2. What is the cost of the conference?

The total investment to attend the conference is $2,500, plus travel expenses. This includes all sessions, materials, meals during the event, and exclusive access to post-conference resources.

3. Where will the conference be held?

The event will take place in the suburbs of Chicago, Illinois. Specific venue details and accommodations will be shared upon registration.

4. Who is the right fit for this conference?

This conference is designed for female financial advisors who have been in the business for at least six months and not beyond five years. If you’re growth-minded, coachable, and ready to tap into your full potential, this experience was built for you.

5. How many advisors have you coached?

I’ve had the privilege of coaching over 750 financial advisors, helping them grow their confidence, systems, and business.

6. I’d like to speak with someone more in-depth. How can I connect?

We’d love to connect with you! Feel free to email Kelly directly at kelly@jimeffner.com with your questions or to schedule a time to talk.