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Digital Learning Solutions for Advisor Development

Gain Trial Access and Experience Our Digital Content Today!

Sales Skills

Prospecting
Telephoning
Factfinding
Closing
Sales Psychology
Handling Objections
Virtual Selling
Generational Buying Differences

Practice Management

Goal Setting

Time Management

Activity Management

Client Building

Team Selling

Staff Development

Digital Practice

Operational Best Practices

Marketing

Networking

Social Media Marketing

Target Marketing

Cross-Selling

Center of Influence Development

Understanding Life Events

Giving Presentations

Product Knowledge

Life Insurance

Annuities

Disability Insurance

Understanding IRAs

Qualified Retirement Plans

Long Term Care Insurance

Critical Illness Insurance

Multiline Solutions

Planning Concepts

Saving & Investing

Retirement Planning

College Planning

Business Planning

Estate Planning

Life Event Planning

Overview of Social Security

Understanding Medicare

Motivation & Inspiration

The Power of Purpose

Mental Toughness

Overcoming Rejection and Adversity

Real Impact Stories

Power of Risk Management Planning

Check Out Just Some of the Topics Within Our Content Library

Looking to get new advisors off to a fast start or reignite experienced advisors to get to the next level?  Either way, our digital content and learning solutions are designed to fit your organization’s unique needs. Our content solutions are scalable, customizable and designed to increase advisor productivity and retention.

Interested in a FREE “Test Drive” of Our Content?

eLearning Knowledge Checks and Action Items for Performance Improvement

Ability to Easily Enroll Learners in Courses and Learning Paths

Reporting and Analytics for Greater Accountability Around Learning

On Demand Classroom Training Modules (virtual and in person)

Coaching Resources Including Guides, Assessments and Tutorial Videos

Skill Assessment to Identify Strengths and Areas of Development

Additional Advisor Development Tools and Resources

In addition to our digital content, we also provide turnkey training and coaching tools for managers including:

How to Conduct an Annual Policy Review

History and Numbers Behind Social Security

Choices for Medicare Coverage

Understanding Social Security and FICA Tax

How to Find Networking Opportunities

The Financial Services Education Network content library provides the Science through hundreds of micro-learning modules focused on education and knowledge.

Eszylfie Taylor – Personal Observation Strategies for Better Prospecting

Tom Hegna – Don’t Worry, Retire Happy: 7 Steps to Retirement Security

Sabine Robinson – Understanding the Art & Science of High Activity

David Resseguie – 3 Powerful Tips for Building Better Phoning Habits

Ellen Rogen – Leveraging Presentation Skills to Move Clients to Action

The HPN University content library provides the Art by focusing on the skills, best practices and execution methods of the top experts and practitioners in financial services.

Check Out Some of Our Sample Videos!

We’ve combined the two most powerful digital content libraries in the world, equipping you and your advisors with the Art and Science of learning and development.

Digital Learning Solutions for Advisor Development

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