Search Results

Speaker, Prosperity Expert, NY Times Best Selling Author Ellen Rogin CPA, CFP® Speaker, Prosperity Expert, NY Times Best Selling Author Ellen Rogin, CPA, CFP® is a New York Times bestselling author of Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality and Amazon bestseller Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money. A former top-producing financial advisor and founder of a successful wealth management firm, Ellen brings firsthand experience in building and scaling a profitable practice. She is a TEDx speaker, international presenter, and trusted consultant to the financial services industry. Ellen empowers advisors to elevate their influence, intuition, and income through her innovative Money Talks! programs, helping them create deeper client connections and lasting success. Known for her engaging and transformative presentations, Ellen is passionate about helping conscious advisors in financial services thrive in their careers and beyond. Previous Speaker Go back to Speaker Network Next Speaker

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

Next Item Previous Item Go back to White Papers List Corporate training managers are constantly searching for new methods that will be more effective — and cost-effective — to ensure as high a return as possible on training. They like e-learning, or online training, because it is quite affordable when compared with classroom-based training. With e-learning, you can avoid expenses associated with travel, trainers, facilities and course materials. Plus, you’ll never have to update, correct or reprint course materials because the online versions are always upto- date. And e-learning is far more convenient for trainees who work in different offices throughout the country, and it’s easily accessible for quick refreshers and reminders. Classroom training has some benefits, too. It encourages face-to-face interaction, which is a skill in itself. And it’s ideal for teaching material that requires students to perform instead of just soaking up knowledge. One article stated, as an example, that you won’t find swimming classes online. Countless blog posts and articles debate the “Which is better?” question. The real question is “Which is better for my organization?” It’s possible that a combination of the two is your best option. If you currently offer only classroom-based training, it’s worth investigating the benefits of e-learning. Many organizations will have a new-associate orientation, training class or school. Unfortunately, too often these can have the same effectiveness of drinking from a fire hose, especially if there is not a follow-up resource available for class members to go back to and obtain the same or similar education and training. Many colleges and universities now offer to stream and record lectures, providing students a quick but effective way to review or clarify particularly unclear subject matter. Low-cost web-based training has been getting a lot of attention. And some organizations now consider webbased training a part of blended learning, which uses more than one method of message delivery. We must remember that repetition is the mother of all learning, so even when elements of coursework or subject matter overlap, it can be another reason to use both methods of delivery. To increase the effectiveness of any training, it’s important to set up the training platform that works best for your participants and ensures effective alignment with your organization’s goals and objectives. Specific Benefits of E-Learning Depending on the material, e-learning can be highly successful, especially with younger people who are accustomed to learning material online. Here are some points to consider: Every dollar invested in online training results in a $30 increase in productivity. Companies that use e-learning technology achieve an average 18 percent boost in employee engagement. Forty percent of employees who receive poor job training leave their positions within the first year. E-learning boosts retention rates by 25 to 60 percent, compared to retention rates of 8 to 10 percent with traditional training. It typically takes employees 40 to 60 percent less time to study material via e-learning than in a traditional classroom setting. IBM found that participants learned nearly five times more material without increasing time spent in training. The corporation saved approximately $200 million after switching to e-learning. A 2017 report revealed that 42 percent of companies say that eLearning has led to an increase in revenue. Organizations that use e-learning are also likely to enjoy such benefits as convenience, standardized delivery and the ability for students to progress according to their pace of learning and availability. Now let’s look at how to implement e-learning in your company or firm. Implementing E-Learning To achieve their goals and objectives, an organization’s leaders must plan effectively. It can seem overwhelming to change your entire training program, especially if you have invested a lot in it and have been using it for a long time. Here are some ways to ease into the e-learning process. Define your goals. Knowing what you want the training to accomplish will help determine what type of training you need. For example, your goal might be to teach new sales leaders how to manage a budget or to teach mid-level advisors how to break performance plateaus. Set a budget. It’s easy to get enamored with a new training platform that sounds too good to be true. Setting a budget in advance should keep you from overspending. Ask around. At industry meetings, in study groups and through social media sites like LinkedIn, find out which training programs have worked well for companies or firms that are structured similar to yours. Word-of-mouth referrals are always superior to trial and error. Start small. You don’t want to replace your entire training program with something new and unproven. Try out an online course with either a group of your sales leaders or advisors, or have the whole team try it. Experiment. Once you find something most people seem to like, consider expanding your offerings on that platform. Promote the training and follow up. To maximize the benefit and results of any e-learning curriculum, it cannot be a “set it and forget it” strategy. The organization’s leadership must not only promote this resource but must follow up and assign early usage to instill top-of-mind remembrance of this tool and its benefit. Measure your results. Have participants fill out a survey after each training program to gauge their reaction to it. Find out to what extent they were engaged, how valuable they thought it was, how much they will actually use the material in their work and how likely they would be to recommend it to someone else or want to take that type of training again. Also measure your ROI. After six months or a year, evaluate how much your organization benefited from it, compared with how much you spent on it. An Easy Way to Try E-Learning With today’s demand for work/life balance, you want your training to be available 24/7 so you can sharpen sales leaders’ and advisors’ skills on demand. A highly efficient and effective way to dip your toes into the e-learning water is through Hoopis performance Network. Your sales leaders and advisors can access training and information on their smartphones and tablets when they have some spare time. Sometimes they get to an appointment 10 minutes early to beat traffic, and they want to brush up on their skills rather than waste that time. In those 10 minutes, they can watch one of hundreds of training sessions that can help them keep their saws sharp as they prepare for a joint sales call or recruit another top performer to the firm. They get to learn new skills during what used to be down time. HPN brings you winning training for sales associates, and sales leaders. All participants get to learn at their own pace. Also, they can customize their curriculum to what interests them the most, or the company or firm can decide on the order of their learning. Why E-Learning Is Effective

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 .

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 .

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