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Ecosystem for Performance - A new system built on intelligent direction, sequenced progression, and immersive application - grounded in proven human expertise. A New Ecosystem for Performance A system built on intelligent direction, sequenced progression, and immersive application - grounded in proven human expertise. Arriving August 2026 A New Ecosystem for Performance A system built on intelligent direction, sequenced progression, and immersive application - grounded in proven human expertise. Arriving August 2026 Built for Real-World Performance Development shouldn't happen in isolated moments. The HPN Performance Ecosystem brings direction, progression, and application into one continuous experience. First name* Last name* Company name* Email* Stay In the Loop A New Ecosystem for Performance Introducing a new system built on intelligent direction, sequenced progression, and immersive application - grounded in proven human expertise HPN AI Lab I AI experimentation grounded in practitioner expertise Structured exploration of AI use cases specific to financial services environments Evaluation of emerging technologies against elite practitioner knowledge and real-world application Advancement of practical tools that enhance execution while preserving human judgment Assessment-Guided Insights Personalization calibrated to strengths and gaps Visibility across the core disciplines that drive financial professional effectiveness Identification of strengths, gaps, and development priorities Inputs that inform individualized direction and next-step focus Adaptive Growth Pathways Sequenced progression shaped by demonstrated capability Sequenced progression shaped by demonstrated capability Progression that adjusts based on observable advancement and applied execution Multi-modal content aligned to evolving proficiency and expanding responsibility Ongoing recalibration to ensure development remains timely and relevant Experiential Practice Environment Applied mastery through dynamic immersive experiences Interactive, scenario-based environments that mirror real client and leadership situations Iterative application designed to build fluency, confidence, and readiness Immediate feedback loops that accelerate refinement and strengthen real-world execution

Adam Holt CEO and Founder, Asset-Map Speaker Bio Alan Nero Managing Director Octagon’s Baseball Division Speaker Bio Alexis Gladstone Principal, Intelead Speaker Bio Amy Florian Grief & Bereavement Specialist Speaker Bio Ande Frazier Partner at Peachtree Planning of North Georgia Speaker Bio Andrea Bullard Andrea Bullard & Company Speaker Bio Ben Newman Best-Selling Author, International Speaker Speaker Bio Bill Cates Referral Coach Speaker Bio Bill Grimes Consulting and training firm, Grimes & Associates Speaker Bio Brian Doherty Speaker, Author and President of Filtech Speaker Bio Brian Moran CEO, NYT Best Selling Author, Speaker Speaker Bio Dave Sanderson Inspirational Speaker, Bestselling Author Speaker Bio Select by Category All Coaches Leadership Marketing Motivation Practice Management Product Knowledge Sales Skills The HPN Faculty Is Comprised of Individuals Who Have Over 100 Years of Combined Industry Experience. These Hoopis Performance Network experts provide a vast array of knowledge and insights that have been proven from over thirty years of industry-leading experience. Our faculty represent top experts and field practitioners in the industry and each of them specialize in the financial services space. Load More

HPN White Papers Hoopis Performance Network white papers provide a vast array of knowledge and insights that have been proven from over thirty years of industry-leading experience. 10 Tips for Building a Training Culture View Paper 6 Common Challenges E-Learning Can Solve View Paper A Simple Way to Get More Out of Your Training Investment View Paper Benefits of Mobile Apps vs. Websites View Paper Don’t Shortcut the Learning Process View Paper Engaging Advisors with the Essentials of Digital Learning View Paper Facts About Retirement and Medicare View Paper Five Ways to Measure Training Results View Paper Four Levels of a Consumer View Paper Getting Ready for Retirement View Paper How Mobile Apps Improve Productivity View Paper How a Strong Firm Culture Builds a Strong Firm View Paper Select by Category All Whitepapers Advisor Development Financial Wellness Leadership Development Learning & Development Load More

Chicago, Illinois  – Hoopis Performance Network (HPN), a global leader in learning and development in financial services, recently announced a strategic partnership with Leadercast, a premier provider of world-class leadership live experiences and digital learning content. This collaboration aims to empower members of financial services organizations by providing access to the top experts in leadership development in the world. Some of the thought leaders featured include John Maxwell, Seth Godin, Gayle King, Patrick Lencioni, Randi Zukerberg, Emmit Smith and hundreds more.   By combining HPN’s proven expertise in delivering results-driven performance improvement solutions with Leadercast’s cutting-edge leadership insights and tools, the partnership is set to revolutionize how organizations in financial services approach leadership development in today’s ever-changing world. Gartner's latest report on “The Top 5 HR Trends and Priorities that Matter Most in 2025,” highlights for the third consecutive year, leadership and management development remains the top priority for HR leaders. Despite this emphasis, 64% of HR leaders express concerns that their current leadership development programs are insufficient in preparing leaders for future challenges. This gap suggests a pressing need for more effective and forward-looking leadership development initiatives. https://www.gartner.com/en/human-resources/trends/top-priorities-for-hr-leaders   According to President of HPN Joey Davenport, “In today’s business environment, developing leadership power skills expands far beyond traditional management development. It’s become critical for organizations to also equip their employees, advisors and their teams with leadership power skills to unlock higher levels of productivity and engagement.” The HPN Leadercast content library is designed to equip individuals and teams with important skills such as Communication, Emotional Intelligence, Team Building, Time Management, Managing People and more. The library includes access to 1,200 microlearning videos, focused courses, lunch & learn sessions and meeting starters. “We couldn’t be more excited about our partnership with HPN and expanding Leadercast’s impact in financial services,” said Brian President of Leadercast. “This partnership will redefine leadership development in the financial services space.”  About Hoopis Performance Network Hoopis Performance Network is a trusted leader in professional development, delivering training and consulting solutions to organizations worldwide. With a focus on empowering leaders, enhancing team performance, and driving sustainable growth, HPN provides cutting-edge tools and strategies for success. About Leadercast Leadercast is dedicated to empowering individuals and organizations by providing access to world-class leadership content. Through engaging video resources, live events, and on-demand tools, Leadercast inspires leaders to make a lasting impact. For more information, visit https://now.leadercast.com/ Media Contact:   Grace Egan Operations Manager, Hoopis Performance Network (847) 977-2632 Info@hoopis.com

By John Forcucci - InsuranceNewsNet —Financial advisors know that building trust and uncovering client needs are essential to success. But according to Jacquie Lucas, assistant vice president of Talent Solutions at LIMRA, too many professionals still take a one-size-fits-all approach to their sales process. The result: missed opportunities, lost sales and confused prospects. Lucas argues that effective prospecting today requires a different mindset—one grounded in understanding each client’s style, tailoring conversations accordingly and presenting solutions in a way that feels personal. Lucas highlighted LIMRA’s research showing that effective sales training can improve advisor productivity by 25% or more. The organization’s “Trustworthy Selling” program, developed with HPN, is designed to be relevant, engaging and measurable. Lucas and HPN President Joey Davenport is presented a session, "Driving Sales Performance Through Consumer Insight and Adaptive Selling Strategies" Sunday during the 2025 LIMRA Annual Conference. The session addressed how success... About Hoopis Performance Network (HPN) Hoopis Performance Network (HPN) provides customized sales training, coaching, and performance development for financial professionals, helping them increase productivity and achieve their goals. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections, and solutions to help more than 700 financial services member organizations navigate change with confidence. Visit LIMRA at  www.limra.com .

CHICAGO and WINDSOR, Conn, May 17, 2025 —Hoopis Performance Network (HPN) and LIMRA proudly announce their fifth consecutive recognition from Selling Power as one of The Top Sales Training Companies for their collaboration, Trustworthy Selling. This honor highlights their commitment to delivering innovative training programs that drive sales success in the financial services industry. Selling Power is a leading digital magazine for sales leaders, providing strategies and insights to maximize sales performance. The 2025 award program rates companies across all industries on the depth and breadth of their sales training programs offered, innovative offerings, client satisfaction and overall contributions to the sales training market. “We’re honored to receive this recognition from Selling Power for the 5th year in a row – especially since we’re the only sales effectiveness program among the honorees designed specifically for the financial services industry,” says Joey Davenport, President of HPN. “Equipping financial professionals to provide financial security worldwide has always been the mission of the Trustworthy Selling Team.” According to LIMRA research, 71% of consumers report being more confused after meeting with a financial professional than before the meeting. Another 47% report being afraid of making a mistake in their financial decision-making. This causes inertia and procrastination which leads to most consumers putting off the decision to address their financial security. To address this, HPN and LIMRA identified seven behavioral economics techniques that when applied to the sales process, increases the likelihood of a potential client moving forward with recommendations by 29%. “Trustworthy Selling has a proven record of success. Upon completing the program, financial professionals, on average, report a 46% increase in first-year commissions, a 25% increase in new clients, and premium growth of 32%,” said Kim Terranella, Vice President, Industry Solutions, LIMRA and LOMA. “As we continue to support our members’ distribution development goals through this program, we are pleased that Selling Power has recognized its unique value again this year.” Trustworthy Selling has over 40,000 graduates of the program worldwide. The program has been translated into numerous languages and is currently being utilized in North America, Latin America, Southeast Asia, China, and Japan. In Asia, for example, the program is utilized to help financial professionals evolve from transactional selling to a focus on relationship-based selling. Per Jeff Campbell, COO of Selling Power- “Simply put, for the financial services industry, there is no equal to the continually innovative effectiveness of Trustworthy Selling. We conduct annual customer feedback research, and the responses speak volumes as to the improvement in performance and process companies experience after engaging with Trustworthy Selling.”   About Hoopis Performance Network (HPN) Hoopis Performance Network (HPN) provides customized sales training, coaching, and performance development for financial professionals, helping them increase productivity and achieve their goals. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections, and solutions to help more than 700 financial services member organizations navigate change with confidence. Visit LIMRA at  www.limra.com .