The Leader’s Journey
Foundational Principles
of Leadership
Vision, Mission and Value Proposition
Building a Great Company Culture
Delegation: The Key to Growth
Office Systems and Processes
Time Management
Recruiting
Recruiting Best Practices
Building a Recruiting Culture
Developing Your Ideal Candidate Profile
Campus Recruiting
Attracting Top Performers
Selection
Traits of Top Performers
Conducting Initial Interviews
The Science of Utilizing Selection Profiles
In-Depth Behavioral Interviewing
The Candidate Experience
Onboarding & Development
Onboarding New Advisors
Joint Field Work Best Practices
Training Best Practices
Ongoing Training & Development
Mentoring Series
Expectations & Accountability
Goal Setting and Creating High Expectations
Activity Monitoring
Becoming an Effective Performance Coach
Creating a Culture of Accountability
Holding Your Leadership Team Accountable
Leadership & Organizational Development
Leadership Insights, Philosophies and Beliefs
Situational Leadership
Developing High Performing Leadership Teams
Leading through Change Management
Diversity & Inclusion
Leadership Development
Joey Davenport – The Importance of Developing a Recruiting Culture
Sabine Robinson – Keys to Building a High Expectations Culture
Harry Hoopis – Field-Tested: The Importance of Expecting More from People
Kathryn Christie – The Science of Selection & Potential to Performance
Why Independent Associates May Not Be Hitting Their Goals
The Importance of Follow-up When You Miss a Recruit
Sources for Gathering Names of Potential Candidates
Early Warning Signs Someone is Not
a Culture Fit
Here are a few short samples of our leadership videos focusing on the skills, best practices and execution methods of the top experts and leaders in financial services.
"Field Leadership is vital to the distribution success in the financial services industry. As an organization, we wanted to invest in a program that would develop our leaders to become the best possible versions of themselves. Our Partnership with Hoopis Performance Network focused on Culture, Excellence, and Leadership Integrity. The results of this program have led to great success for our leadership team. We have witnessed their success both at Farm Bureau as well as in their personal lives. Hoopis has delivered a program that has become the foundation of our current leadership development as well as our future leader development program."
Ryan Harklau CFP® ChFC -
Vice President Agencies & Development
EMERGING – advisors interested in exploring and “test driving” the leadership career.
DEVELOPING – leaders needing to build a solid foundation in the knowledge and skills to grow their team.
GROWING – leaders seeking strategies and best practices to advance their team and organization.
EXCELLING – leaders wanting scale and systems to reach the pinnacle of success.
EDGE helps leaders succeed at every stage of the leadership journey. This comprehensive digital content library teaches essential skills for building a thriving business, creating a high-performance culture, and everything in between. Whether you want to strengthen your own leadership skills or build your leadership team, and whether you are new to leadership or have years of experience, EDGE has a solution for you.
