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Partner at Peachtree Planning of North Georgia Ande Frazier CFP, CLU, ChFC, RICP, BFA, LUTCF, CLTC Partner at Peachtree Planning of North Georgia Ande began working in the financial industry over twenty-four years ago as a Financial Strategist, specializing in personal finance and wealth building for individuals and business owners. Her skills led her to become a prominent speaker and thought leader in the financial services industry; having coached and developed thousands of financial professionals. After serving in various leadership positions throughout the financial services industry, including running a multi-million dollar fintech company, Ande felt it was time to do something that would make a profound difference in bridging the confidence gap between women and their money. She states, “a watershed moment is upon us and it is likely that history will remember this as the time when women found their voices and realized just how powerful they really are. As CEO, Head of Vision and Brand at myWorth, I can partner with women and coach them to harness their power so that the dreaded words of “financial planning” actually make them feel strong, secure and proud.” Ande has participated in extensive ontological, financial, image, communication and sales training. Ande’s career accomplishments led her be named one of Bristol’s Who’s Who Among Distinguished Professionals and Executives, Top 100 in Finance, by Top 100 Magazine, and is a ForbesBooks author with a book to be released later this year. She has completed courses with prominent financial training institutions in areas of Financial Planning, Investments, Taxation, Business, Estate and Retirement Planning. Along with her financial education, Ande is a Certified Image Consultant and has received training from the Coach Training Alliance, Landmark Education and The Life Coach Institute. She is an active member of GAMA, AALU, NAIFA, and WIFS and serves on several corporate and non-profit boards. Ande has her Life and Health Insurance license in addition to Securities Licenses Series 7,63, and 65. Originally a Georgia native, she currently lives in New York with her husband and two children. Previous Speaker Go back to Speaker Network Next Speaker

CEO and Founder, Asset-Map Adam Holt CFP, ChFC CEO and Founder, Asset-Map H. Adam Holt has been a financial advisor for over 20 years, during which time he has helped build and manage his wealth management firm to over $1B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide. Previous Speaker Go back to Speaker Network Next Speaker

Founder of Fearless Referrals Matt Anderson Founder of Fearless Referrals Matt Anderson, of the Referral Authority, has grown his business almost exclusively by referrals and now speaks and coaches not only across the US, but in Canada, the UK and the Middle East. He specializes in training and coaching insurance and financial service professionals how to get more and better referrals. Referral coaching clients come from independent agents and companies including Country Financial, New York Life, State Farm, and AXA. Matt has spoken at Million Dollar Round Table, the NAIFA national conference and at the Institute of Financial Planners annual conference in the UK plus the UK MDRT Day. Matt has been published in NAIFA’s Advisor Today, National Underwriter, Investment Executive and Horsesmouth.com in the US and Professional Adviser and The Professional in the UK and Ireland. He has recorded several referral and networking training videos for Hoopis Performance Network and New York Life. He is the author of Fearless Referrals, which Brian Tracy, author of The Psychology of Sales, says “teaches you the “Golden Rules” for developing a continuous chain of high quality referrals for any product in any business.” Previous Speaker Go back to Speaker Network Next Speaker

Next Item Previous Item Go back to White Papers List The past two years have shone a spotlight on digital learning. While some companies already had robust digital learning platforms in place at the onset of the COVID-19 pandemic, others struggled to engage a newly remote workforce in a fully virtual environment. In both cases, the digital learning experience — and its effectiveness — came under greater scrutiny than ever before. The debate over in-person versus online learning is not new. And now — as we begin to move out of the pandemic — some training organizations are breathing a collective sigh of relief about finally getting “back to normal.” But let’s be honest: Normal is a thing of the past, and consigning digital learning to second-class status is a mistake for several reasons. Many businesses will continue to support remote work, if not on a full-time basis, then in a hybrid work environment. And remote workers are often geographically dispersed, making digital learning options even more necessary. Gen Z, the incoming workforce, has grown up with digital learning. These self-directed digital natives look to TikTok, Instagram, and YouTube to learn new skills. And they expect the organizations they join to provide similar (or better) experiences. Finally, and perhaps most important, digital learning is cost-effective, efficient, and — when done well — as engaging as in-person, instructor-led training. The question every organization should be asking is not whether to continue providing digital learning options; the question is, does your digital learning platform achieve the results you expect? Creating an engaging digital learning experience requires a learner-focused design based on fundamental learning principles. As you evaluate digital learning platforms for your organization, consider these five essential elements required for an effective digital learning experience. Purposeful A fundamental principle of learning is that adults are motivated by learning that helps them achieve a goal or solve a problem. Whether they want to move into a management position, increase retention, or penetrate new markets, financial services professionals will be more motivated, will retain more, and are more likely to apply learning that serves a specific purpose. Through videos, case studies, assessments, and other media, an effective digital learning experience regularly reinforces the why behind the learning, not just the how. And since effective digital learning programs typically consist of brief, tightly focused microlearning modules, learners can select modules that have the most relevance for achieving their goals. Personalized Microlearning modules satisfy another fundamental principle — adult learners want the flexibility to control what, when, how, and where they learn. In today’s business environment, that often means mobile learning, something for which microlearning modules are especially well suited. And because microlearning is modularized, with discrete learning objectives, learners can personalize the experience based on their specific interests. A strong digital platform will also recommend custom learning paths, usually identified through online assessments, to ensure that the program addresses all skill gaps. Two new financial services managers, for example, may require different learning paths, based on their strengths and weaknesses, with the online assessment ensuring that all essential leadership areas are evaluated properly for both new leaders. Actionable A training module is only as good as the action it produces. Effective training includes actionable takeaways that learners can apply soon after completing the learning experience. A coaching module for new managers, for example, should provide a coaching model, script, or other guidelines so that managers can apply their new coaching skills immediately. It should also suggest activities for practicing the new skills after completing training, to transfer and reinforce learning. The Forgetting Curve Digital microlearning modules work well with spaced learning formats (learning that occurs over time). The cadence of this type of learning, learn-apply-review-reinforce, provides the repetition needed to overcome “the forgetting curve.” Introduced by German psychologist Hermann Ebbinghaus in the late 19th century, the forgetting curve shows that, on average, people forget 70 percent of what they learn within 24 hours of learning it and 90 percent within one week.1 The most effective way to overcome the forgetting curve is to use active recall and review activities and apply new learning early and often. Active recall activities often found in digital learning platforms include quizzes, flashcards, scenarios, and critical thinking questions. Practical Practical learning is related to, but not the same as, actionable learning. Actionable learning ensures learners have takeaways they can apply immediately. Practical learning takes into account different on-the-job situations to ensure learners have resources at a specific moment of need. A comprehensive digital learning platform includes resources to support five moments of need: new, more, apply, solve, and change. The Five Moments of Need The “five moments of need” approach, developed by Conrad Gottfredson and Bob Mosher, focuses on applying learning in the workflow.2 Learning a new skill or concept and then learning more as skills increase are the bread and- butter of traditional training programs. Effective learning platforms will also support learning that happens on the job: when learners apply new skills when they must solve problems because something did not happen as expected, and when they must relearn skills because systems, processes, or situations changed. Because of their modular design, accessibility, and the variety of delivery formats available, digital learning platforms are ideally suited for addressing these needs. Engaging Last, but by no means least, an effective digital learning platform actively engages participants in the learning experience. This element, perhaps more than any other, influences learner retention. And it is the one area where digital learning platforms often fail to perform. Quizzes are the most common engagement activities included in digital learning. Ideally, these knowledge checks also provide meaningful feedback to learners, reinforcing correct answers and reviewing material for incorrect answers. Some platforms award points or badges for activities completed. Some include leaderboards that show learners how their scores compare to others. The most sophisticated use simulation and virtual reality. Fortunately, you do not have to develop the next Minecraft game to engage most learners. Any activity that reviews and reinforces learning points and supports the on-the-job application of key concepts will encourage learner participation. In addition to quizzes, case studies, what-if scenarios, and criticalthinking questions can keep learners engaged. Varying the types of media used (balancing text, video, and infographics, for example) also helps to retain learner interest. Digital learning is here to stay, and it is a valuable tool when designed well. These five elements, when combined in a digital learning experience, can motivate team members to use your training platform, transform new skills into increased productivity, and provide you with the ROI you are looking for in a digital learning platform. Engaging Advisors with the Essentials of Digital Learning

The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Strategic Partners Leverage Our Strategic Partners to Increase Performance & Productivity The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Harry Hoopis and his team field tested the tools and resources within his very own “Living Laboratory.” Over 850 financial services companies in more than 70 countries around the world turn to LIMRA first to help them build their businesses and improve their performance. These members rely on our 90 years of industry experience, along with resources in Research, Consulting, Assessment, Development, Compliance and Regulatory Services. Visit Website Why choose us, our clients choose to work with rekroot because of our integrity and effectiveness, through innovative ways to serve as your resource for achieving growth goals. Our mission, what this means to you is, we invest the time to listen and understand, by reviewing your current progress, in line with where you want to be as an office and team. What we do, the real benefit is we will provide a personalized comprehensive analysis that aligns with your goals, values and objectives with actionable items. Visit Website Through our millions of profiles of people for over 3,500 organizations, we have developed highly sophisticated ways to measure these success factors using a variety of proprietary normative profiles. SMG is a leader in talent management solutions, partnering with clients worldwide to help them attract, select, retain, and develop top potential employees. Now the largest sales profiling company in the world, our online system is available 24/7, 365 days a year in 45 countries and in over 40 languages. Our Predictor of Potential (POP™) is a definitive example of our innovative and science-based approach. The POP™ has been thoroughly validated regularly since its creation in 1978 – and we are always improving upon it. The POP™ has become the basis for our other proprietary profiles. Visit Website 25 Point System’s software platform for on-boarding and developing new advisors helps managers attract, retain and grow a digital-age field force by integrating innovative activity management concepts and skill development tools, in an environment that inspires self-management and accountability. Modeled after 25 Point Systems under John Baier’s industry-renowned 25-Point System. 25 Point Systems includes engaging features like leaderboards and a team-based social media feed. Built-in skill development tools introduce micro-learning content, and provide an interface that enables a producer to record scripts and selling techniques, submit to their trainer, manager or mentor, and gain feedback any time of day. At its core, the concept is built on game-like levels, allowing assignments, skill development and production goals to be set for each producer, and utilized as the criteria for incentives, rewards, and advancement opportunity. Visit Website RAD Potential Advisory delivers evidence-based hiring and coaching solutions tailored for sales-driven organizations. By leveraging data analytics, predictive assessments, and targeted development programs, we help clients make smarter talent decisions and build stronger teams. Trusted by businesses across industries, RAD transforms raw data into actionable insight. Visit Website Leadercast is a leadership development organization that hosts events, including the renowned Leadercast Live conference, which features top leaders from various industries. They provide valuable insights, resources, and tools to help individuals and organizations develop and enhance their leadership skills. Through in-person and digital content, Leadercast empowers leaders to unlock their potential and drive success. Their mission is to create leaders worth following who can inspire and elevate those around them. Visit Website InsuranceNewsNet (INN) is the insurance industry’s #1 trusted news source! For cutting-edge insights and innovative strategies, turn to INN—the go-to platform for financial professionals seeking the latest news and resources to fuel success. We deliver timely updates, expert analysis, and actionable content that empowers agents, advisors, and firms to stay ahead of the competition. With award-winning journalism, cutting-edge digital tools, and results-driven marketing solutions, we help our partners grow their businesses and maximize their impact. Our readers save time by accessing all the critical content they need in one place—InsuranceNewsNet.com—without having to sift through multiple publications or news outlets. Visit Website Life Happens is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens also seeks to remind people of the important role insurance professionals perform in helping families, businesses, and individuals find the insurance products that best fit their needs. Life Happens does not endorse any product, company or insurance advisor. Its only interest is seeing that consumers get the coverage they need to protect themselves and their loved ones. Visit Website Moody’s Learning Solutions For over 40 years Moody’s has set the industry benchmark in financial services education, elevating the skills of banking and lending professionals worldwide. Harnessing its risk management expertise and insights into banking and finance best practices, Moody’s is the training partner of choice for financial institutions seeking to build a competitive and risk-aware workforce. Visit Website

Principal of Korsgaden International Troy Korsgaden Principal of Korsgaden International Troy Korsgaden is a highly sought-after insurance and financial services consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, agency building and technology strategies for many of the world’s largest insurance carriers and financial services companies. As a consultant, speaker, and author of six books, Korsgaden’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry. He helps those in the industry learn how to better communicate with consumers, so that consumers develop a higher appreciation for the value of insurance products. In his career, which spans over three decades, Korsgaden has instructed and spoken with hundreds of thousands of executives, agents, brokers, and staff members. A widely respected expert on the seamless distribution ecosystem. Korsgaden trains corporate insurance and financial services leaders on customer service, change management, technology, and transformational work, among many other key topics. Previous Speaker Go back to Speaker Network Next Speaker

Retirement Expert, Economist and Bestselling Author Tom Hegna Retirement Expert, Economist and Bestselling Author Tom Hegna is the author of 3 books, Paychecks and Playchecks: Retirement Solutions for Life, Retirement Income Masters: Secrets of the Pros and most recently authored Don’t Worry, Retire Happy! Seven Steps to Retirement Security which is based on his popular public television show. Originally from Glenwood, Minnesota, he attended North Dakota State University on an Army ROTC scholarship and graduated with honors. He was commissioned in the U.S. Army and spent 6 years on Active Duty and another 16 1⁄2 years in the US Army and retired as a Lieutenant Colonel in 2006. Tom has been a popular industry speaker for many years and is THE retirement income expert. As a former Fortune 100 senior executive, Tom has dedicated his entire career to helping retirees obtain a happily ever after retirement. He has been featured on FoxBusiness, American College Wealth Channel Magazine, Round the Table, Advisor Today and GAMA Magazine. Tom currently lives in Arizona with his wife and children. Previous Speaker Go back to Speaker Network Next Speaker

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Trustworthy Selling MultiLine can help your agents proactively pivot to life insurance and financial services conversations in order to serve more of their customers’ financial needs. Multiline Edition Understand how today’s consumers really make financial choices. Engage consumers by aligning to their mindset and preferences. Naturally pivot to life and financial needs by engaging in courageous conversations. Quickly build trust using proven questioning and collaborative discovery skills. Motivate today’s consumers to act on their intentions. Create cross-selling opportunities with communication techniques that deepen relationships. Your Multiline Agents Will: Equip Your Multiline Agents With the Skills and Confidence To Successfully Pivot to the Life Insurance and Financial Services! Most consumers today are looking for trustworthy financial professionals who can help them address all of their insurance and financial needs. Unfortunately, many don’t realize their home and auto agent is a full-service financial representative. Trustworthy Selling MultiLine can help your agents proactively pivot to life insurance and financial services conversations in order to serve more of their customers’ financial needs. The Language of Trust Diagnose Before You Prescribe Language Demo: Building Trust, Rapport & Credibility Leveraging the Power of Silence Storyselling Check out Some of Our Trustworthy Selling MultiLine Content! It united LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful new advisors. New skills are mastered through practice, role play, application projects and follow up coaching. Lessons are made memorable through use of real-life case studies. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos and other online resources. Why Multiline Edition Works: Schedule a Demonstration Contact Us Multiline Product Sheet Download Download Now Multiline Edition

Leadercast gives you instant Access to a Wide Range of Digital Learning Including: 1,200+ Short Form Videos; Focused Courses; Lunch & Learn Sessions; Meeting Starters. Transforming Leadership in Financial Services Empowering Growth for Field Leaders, Employees, and Advisor Teams Transforming Leadership in Financial Services Empowering Growth for Field Leaders, Employees, and Advisor Teams Instant Access to a Wide Range of Digital Learning Including: 1,200+ Short Form Videos; Focused Courses; Lunch & Learn Sessions; Meeting Starters The Importance of Leadership Development in 2025 Some of the Thought Leaders Featured Seth Godin John Maxwell Andy Stanley Brandi Zuckerberg Gayle King Steve Wozniak Patrick Lencioni Emmitt Smith Develop Leadership Power Skills for the Following Key People within Your Organization: Field Leaders: Equip field leaders and their agency teams with tools to foster a high-performance culture. Advisors and Their Teams: Develop cohesive advisor teams and deliver exceptional client experiences. Home Office Employees: Empower your people to unlock higher levels of productivity and engagement. Leadercast Provides the Following Benefits to Your Field Leaders and Their Teams: Equip Field Leaders with Power Skills: Develop skills in strategic visioning, emotional intelligence, start up thinking to drive execution. Enhance Communication and Performance: Enhance communication & collaboration to elevate team dynamics. Foster a High-Performance Culture: Build a cohesive team aligned around the leader’s strategic vision. Attract, Grow and Retain Talent: Demonstrate a commitment to personal and professional development. Why Are Business Leadership Skills Critical to the Success of Advisor Teams? Enhanced Team Communication and Dynamics: Improve collaboration and elevate team dynamics. Foster a High-Performance Culture: Build a cohesive team aligned around the advisor’s strategic vision. Deliver Next-Level Client Experiences: Enable teams to anticipate clients’ needs and communicate effectively. Attract, Grow and Retain Talent: Demonstrate a commitment to personal & professional development. Leadercast Provides the Following Benefits to Your Employees & Organization: Empower Your People to Succeed: Enhance skills in effective communication, time management and emotional intelligence to foster success. Lead Change and Enhance Agility: Strengthen abilities in change management, conflict resolution, and team building to drive execution with speed and precision. Cultivate a Future-Ready Workforce: Build a culture of continuous improvement, creativity, and diversity - ensuring your organization adapts to change. Attract, Grow and Retain Talent: Demonstrate your organization’s commitment to personal and professional development. Schedule Some Time With Us to Learn More Let's Talk