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A Network Built by the Elite for Those Who Wish to be Elite HPN was founded by its CEO, Harry Hoopis, who built one of the world’s most prestigious and successful financial services firms in Chicago. Harry, alongside an extraordinary team, brings world class solutions designed to help firms and companies in the financial services industry, reach their true potential. HPN’s unique solutions are both innovative and scalable. With flexible learning solutions like online training, blended learning, live workshops. speaking and consulting, HPN has flexible programs that can be right-sized for your organization. Hoopis Performance Network Leadership Team Harry Hoopis Founder/Chief Executive Officer Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. LinkedIn Joey Davenport President & Principal – HPN Division Joey Davenport has twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. Joey is a Certified Trainer, Master Coach and co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” LinkedIn Richard Cleary President & Principal – FSEdNet Division Richard “Dick” Cleary has 40 years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. He has designed curriculums and platforms for leadership development, producer training, employee/staff education and Financial Literacy. LinkedIn Miguel Taveras Chief Sales Officer Miguel Taveras brings nearly twenty years of experience in sales, sales management, and distribution to HPN; he is especially well-versed in financial services, as well as life and health insurance. Miguel has developed hundreds of leaders, companies, and teams in 40 US states and four countries. LinkedIn Melissa Peck Vice President, Client Experience Melissa brings over two decades of experience in the financial services industry. A Certified Coach with a Master’s Degree from the University of Essex (UK), Melissa blends her media and communications expertise to elevate client relationships and product development. LinkedIn Grace Egan Operations Manager Grace brings over a decade of global operations experience within the tech industry. A self-described “Jane of all trades”, Grace combines her unique background of workplace ops, employee experience, and HR to manage all things Operations at HPN. LinkedIn Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

Advisor Skill Listening Skills Assessment | Prospecting Skills Assessment | Factfinding Skills Assessment | Closing Skills Assessment Manager Systems Recruiting & Selection Systems Assessment | Training Systems Assessment | Coaching & Development Systems Assessment | Attracting Generation Next Assessment Training Tools Assessments FREE downloads of our Hoopis Performance Network advisor skill assessments and manager systems assessments. Sign-Up Enter you name and email address and we will send you a link to access our training assessments page. First name* Last name* Email* By using this form you agree with the storage and handling of your data by this website. Submit

Advisor Skill Assessments The following are skills assessments based on the best practices of top advisors in financial services. The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice. Listening Skills Assessment Prospecting Skills Assessment Factfindings Skill Assessment Closing Skills Assessment Manager Systems Assessments The following are organizational systems assessments based on best practices of the top quartile firms in financial services. The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice. Recruiting & Selection Systems Assessment Training Systems Assessment Coaching & Development Systems Assessment Attracting Generation Next Assessment Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

We’re excited to announce that Melissa Peck, VP of Client Experience, and Joey Davenport, President and Co-Founder of Hoopis Performance Network, will be presenting at DevLearn 2024 in Las Vegas! Join them on November 7th as they take the stage to share transformative strategies for driving growth, enhancing learning, and staying competitive in today’s fast-paced landscape. In their session, "The Synergy of High-Tech and High-Touch: Redefining the AI vs. Human Debate in L&D," Melissa and Joey will explore how the blend of cutting-edge AI and meaningful human connection can elevate client experiences and empower teams. Drawing from over 15 years of expertise in L&D content development, they’ll present a compelling case study that challenges the “AI vs. Human” mindset, revealing how technology can enhance, rather than replace, human-centered learning. Attendees will walk away with actionable insights: Discover how to integrate AI-driven personalization with authentic, mentor-led content for more engaging learning experiences. Learn to leverage technology to scale human connection, ensuring that L&D programs remain relevant and impactful. Gain strategies for designing L&D programs that combine AI precision with real-world wisdom to drive lasting success. Don’t miss this opportunity to gain insights from two industry leaders at the forefront of client experience and leadership development. Connect, learn, and get inspired by the future of L&D alongside fellow professionals. Want to explore how Hoopis Performance Network empowers leaders to thrive? Schedule a demo to unlock tools and insights that drive transformation and growth in today’s evolving business landscape. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com .

We are thrilled to announce an exclusive partnership between Hoopis Performance Network (HPN) and NAIFA, a groundbreaking collaboration that introduces HPN and LIMRA’s flagship Trustworthy Selling SkillSet program to NAIFA members. This marks a pivotal shift in the financial services industry, as the program—previously available only to large enterprises—will now empower individual advisors within NAIFA to elevate their client relationships, boost productivity, and uphold the highest ethical standards. With over 30,000 graduates and a proven 25% productivity increase, Trustworthy Selling SkillSet is a transformative tool for advisors looking to grow their practices and meet evolving client needs. Through this partnership, we aim to equip NAIFA members with the skills to build trust, enhance client engagement, and achieve long-term success, reinforcing our commitment to enhancing advisor capabilities across the financial services landscape. We are excited about the positive impact this partnership will have on NAIFA professionals and look forward to supporting their continued growth and success. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com .

Recently Paul Feldman, the Publisher of InsuranceNewsNet Magazine sat down with Harry Hoopis, COE of the Hoopis Performance Network and recent recipient of the John Newton Russell Memorial Award, for a one-on-one interview about his illustrious journey through the insurance industry and how to train for greatness. “When trust is at the highest point, that’s when the sale is made, You don’t have to ask for it. They’ll ask you, ‘Who do I make this check out to?’” — Harry Hoopis As technology and artificial intelligence continue to replace workers to increase efficiency, Using the power of AI, organizations can re-invigorate their learning and development experience, make relevant content accessible anytime and anywhere, accelerate talent and career movement, and make skills the universal language of growth and success. “We’re thrilled to be partnered with HPN,an expert financial services content provider” said Andrea Sennett, Cornerstone Principal Partner Manager. “Many of our customers are looking for modern and engaging content specifically in the financial services space. This partnership provides a great additional resource for Cornerstone Content Anytime customers.” HPN’s initial offering within Cornerstone’s Content Hub will feature financial wellness content for employees as well as Spanish and investment planning content for financial professionals. There are currently 70 modules that are live with another 130 planned for this quarter. HPN is dedicated to producing a large library of content and has up to 500 modules in the works for this year. “We’re very excited to be recognized and selected to distribute our digital content through Cornerstone On Demand,” said Harry Hoopis, CEO of HPN. “Strategically partnering with the largest learning management system provider in the business provides a great opportunity for us to scale our distribution and make a bigger impact in the world.” HPN is one of the premier digital content providers to insurance and financial services organizations – serving clients in over 30 countries worldwide. HPN is one of fifty-four digital content providers featured today in the Cornerstone OnDemand Content Hub and only one of five from the financial services content space. HPN partners with the top experts and practitioners in financial services to provide learning content for financial advisors, leaders/managers, home office employees and financial wellness for consumers. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About Harry P. Hoopis Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. Learn More About Harry.