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Inspirational Speaker, Bestselling Author Joe Jordan Inspirational Speaker, Bestselling Author Joseph W. Jordan is an independent consultant, author, and speaker. The former Senior Vice President at MetLife is an industry-renowned thought leader in the areas of behavioral finance, client-centric tools, ethical selling and client advocacy. He helps financial professionals around the world recognize and celebrate the intrinsic value that they deliver to their clients. With over 36 years of experience – from life insurance sales to Wall Street to MetLife – Joe Jordan offers compelling insights into the financial services industry, illustrates the concept of managing behavior, and demonstrates how to emotionally engage customers. Joe Jordan started his career with Home Life in 1974—was named “Rookie of the Year” and member of Million Dollar Round Table (MDRT).Joe ran insurance sales at Paine Webber from 1981-1988. He joined MetLife in 1988 to manage annuity (and later life) sales and product development and was ultimately responsible for MetLife’s Behavioral Finance Strategies. Some of his well-known keynote speaking engagements include the 2004 Million Dollar Round Table as well as MDRT Conferences worldwide since then that include Thailand, Korea, Ireland, Greece, Poland, Taiwan, Hong Kong and Australia. He also was a keynote speaker for the 2006 and 2009 GAMA LAMP Conferences, LIMRA’s 2008 Retirement Industry Conference, LOMA’s Customer Service Conference, and most recently The American College Knowledge Summit. Last year, Mr. Jordan was selected as one of the top 50 Irish Americans on Wall Street. This year, he released a book titled Living a Life of Significance published by The American College. Joe is married with two children, lives in Manhattan and is a member of the Fordham University Football Hall of Fame. He also played rugby for over 30 years with the New York Athletic Club. Previous Speaker Go back to Speaker Network Next Speaker

President, Sales Activity Management Mickey Straub President, Sales Activity Management President and Founder of Sales Activity Management, Inc. (SAM), started his career as an agent for 16 years; two as a federal agent and 14 as an insurance agent. Mickey launched SAM in 1995 to help ensure sales professionals get the right tools and leadership they need to help them succeed. He felt then, as he does now, that low producer performance and high turnover is expensive financially and emotionally. SAM grew 50% annually for the first decade and now has more than 55,000 clients, with offices in Chicago and Philadelphia, and continues to grow at a rapid pace. Mickey has a great passion for writing and speaking and is a father, husband, businessman, lector, usher, election judge, community organizer, patriot, industry contributor and was recently elected to be a NAIFA-Chicago Board Member. Previous Speaker Go back to Speaker Network Next Speaker

Consultant, Executive Coach and Speaker Kelli McCauley Consultant, Executive Coach and Speaker Kelli McCauley is a leadership consultant, executive coach, facilitator and speaker who works exclusively with high potential leaders in sales-performance driven industries. As an expert in improving leadership effectiveness and bottom line performance, Kelli works with the best and brightest industry leaders, executives, sales management teams and their key stakeholders. By using highly regarded leadership and coaching programs, Kelli and her team are able to help clients identify, retain and maximize employee talent for increased growth, leadership and profitability. Kelli works closely with her clients to generate fast-track success while avoiding burn-out and maintaining balance. Her expertise includes high potential leadership effectiveness and development programs, talent identification and grooming, and successor planning, identification and development. By initiating proven leadership strategies, Kelli’s clients realize outstanding performance in short periods of time. Her work is founded in research on what separates star performers from average and leadership principles developed at Harvard University. Depending on what you are looking to accomplish, she incorporates measurement tools such as SPQ*Gold (Sales Call Reluctance), 360-degree feedback reports, LPI (Leadership Practices Inventory), and many other best in class assessments. Clients of MK Performance Group continue to report breakthrough results in their business objectives, combined with increased levels of Emotional Intelligence, promotability, and satisfaction. As you can see, Kelli’s passion is partnering with leaders and helping them achieve their full potential. In addition to having a highly rewarding career, Kelli is an avid skier and lover of world culture. Bali, Thailand, Italy, Zimbabwe, and Botswana are a sampling of some of the favorite places she’s traveled to with her husband Steven M. Kress. Previous Speaker Go back to Speaker Network Next Speaker

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

Successful Organizations Understand One of the Most Important Investments You Can Make Is in Your Leaders and Managers. We provide the tools and resources needed to help your leaders throughout their entire leadership journey! Tools and Resources for Leaders at Every Stage of Their Career! Successful Organizations Understand One of the Most Important Investments You Can Make Is in Your Leaders and Managers. This begins by identifying which financial advisors have a propensity to lead and providing them with an opportunity to easily “test drive” a career in leadership. Once they officially take a leadership role within in the organization, there are a variety of skills and systems they will need to develop throughout their career to become successful. We provide the tools and resources needed to help your leaders throughout their entire leadership journey! This is a leadership development experienced designed for Agency Managers and their leadership teams. This program provides the systems, tools and best practices for building a successful, thriving organization. The curriculum can be customized based on an organizations needs. Learn More We offer an array of solutions to help organizations field their ideal candidates, attract them to the firm and select the top performers using both the art and science. Resources such as Coaching & Consulting, Contact Recruiting, Live Workshops and Selection Tools. Learn More Schedule a Complimentary Consultation Today! Schedule Now! Let Us Identify How We Can Help with Your Leadership Development Needs Tools and Resources for Leaders at Every Stage of Their Career!

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

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

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For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Transforming Leadership within Organizations Unlock the Full Potential of Your Workforce Learn More HPN & LIMRA Earn Recognition from Selling Power for 6th Consecutive Year Learn More Transforming Leadership within Organization Unlock the Full Potential of Your Workforce Learn More HPN & LIMRA Earn Recognition from Selling Power for 6th Consecutive Year Learn More Digital Learning & Development Solutions for a New World! For more than a decade, Hoopis Performance Network and FSEdNet have been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty-five countries throughout the world leverage us to help them keep pace with the ever-evolving challenges of learning and development in the new normal we are all experiencing. Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Get Your Solution Why Choose HPN Dave Porter Baystate Financial Services “I am the biggest fan of Hoopis Performance Network. It is spot-on as it relates to training, timeliness of updates, powerful presenters, and true take-away value. You cannot beat it for the price and, more importantly, the quality.” Michelle Hubert Farm Bureau Financial Services “Utilizing Hoopis Performance Network to enhance Agent development has been life-changing for our leadership team and for our Agency!! Partnering with HPN is definitely one of the best investments in my Agency I’ve made – I would highly recommend this resource to any sized Agency!” Ryan Harklau Vice President Agencies & Development "Our partnership with HPN focused on Culture, Excellence, and Leadership Integrity. The results of this program have led to great success for our leadership team. HPN has delivered a program that has become the foundation of our current leadership development as well as our future programs." Bill Pienias Fin Fit Financial “We’ve worked with HPN to develop field-tested systems for training, accountability and leadership development. They have provided valuable perspective and resources that are positively shaping our performance at all levels in our company.” Leadership Tools Building Your Bench / Agency Leader Training / Recruiting & Selection Learn More Sales Effectiveness Sales Effectiveness Program with Proven Results Learn More Digital Learning Digital Learning & Development Solutions for a New World Learn More HPN News Blog

At Hoopis Performance Network, we care about your privacy and security, and want you to know how we collect, use, share, and protect your personal information and what choices you have regarding your data. Cookie Policy This Cookies Policy explains what Cookies are and how Hoopis Performance Network, LLC (“HPN”) uses them. Reading this policy will help you understand what type of cookies HPN uses, or the information we collect using Cookies, and how that information is used. Cookies do not typically contain any information that personally identifies a user, but personal information that we store about you may be linked to the information stored in and obtained from Cookies. For further information on how we use, store and keep your personal data secure, please see our Privacy Policy. HPN does not store sensitive personal information, such as mailing addresses, account passwords, etc., in the Cookies we use. Interpretation and Definitions Interpretation The words of which the initial letter is capitalized, or lower-case words referred to, have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural. Definitions For the purposes of this Cookies Policy, the following definitions shall apply: HPN (sometimes referred to as we us" or "our" in this Cookies Policy) refers to Hoopis Performance Network, LLC; 650 Dundee Road, Suite #150, Northbrook, IL, 60062; and its successors, assigns and wholly owned affiliates and subsidiaries and their respective divisions and groups, each of which are located within the U.S. Cookies means small files that are placed on your computer, mobile device or any other device by a website, containing details of your browsing history on that website, among other information. Website refers to Hoopis.com hpnuniversity.com, hpnelevate.com or any other website operated by HPN and accessible from the aforementioned URLs You means the individual accessing or using the Website, or the company or other legal entity on behalf of which such individual is accessing or using the Website, as applicable. The use of the Cookies Type of Cookies we Use Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your personal computer or mobile device when you go offline, while Session Cookies are deleted as soon as you close your web browser. HPN uses both Session and Persistent Cookies for the purposes set out below: Necessary / Essential Cookies Type: Session Cookies Administered by: Us Purpose: These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts. Without these Cookies, the services that you have asked for cannot be provided; HPN only uses these Cookies to provide you with those services. Functionality Cookies Type: Persistent Cookies Administered by: Us Purpose: These Cookies allow us to remember choices You make when you use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide You with a more personal experience and to avoid you having to re-enter your preferences every time you use the Website. Your Choices Regarding Cookies If you prefer to avoid the use of Cookies on the Website, first you must disable the use of Cookies in your browser and then delete the Cookies saved in your browser associated with this Website. You may use this option for preventing the use of Cookies at any time. If you do not accept our Cookies, you may experience some inconvenience in your use of the Website and some features may not function properly. If you'd like to delete Cookies or instruct your web browser to delete or refuse Cookies, please visit the help pages of your web browser. For the Chrome web browser, please visit this page from Google: https://support.google.com/accounts/answer/32050 For the Firefox web browser, please visit this page from Mozilla: https://support.mozilla.org/en-US/kb/delete-cookies-remove-info-websites-stored For the Safari web browser, please visit this page from Apple: https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac For the Internet Explorer web browser, please visit this page from Microsoft: http://support.microsoft.com/kb/278835 Visit your web browser's official web pages to delete or refuse cookies Contact Us If you have any questions about this Cookies Policy, you can contact us: By email: info@hoopis.com By visiting this page on our website: https://hoopis.com/contact-us/ By phone number: (847) 716-1800 By mail: 650 Dundee Road, Suite #150, Northbrook, IL, 60062 This Policy is effective as of September 01, 2023. Last updated: October 09, 2023. Effective Date