Chief Executive Officer of the Hoopis Performance Network Harry Hoopis Chief Executive Officer of the Hoopis Performance Network Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois. During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago’s Leadership in Life Award. Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual’s General Agent’s Management Association. He is still an active member of two of the industry’s most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principal author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. Previous Speaker Go back to Speaker Network Next Speaker

Financial wellness resources to differentiate your organization, Increase productivity and reduce turnover with employees and clients. Featuring approximately 200 learning modules FREE Trial Access Financial Wellness Resources to Differentiate Your Organization, Increase Productivity and Reduce Turnover with Employees and Clients! Organizations across all verticals are becoming increasingly aware of the need to increase financial wellness and empowerment among their employees and clients. Studies show doing so has many advantages from increased productivity to greater job satisfaction, to lower employee and client turnover. 90% 90% of employees feel it’s important for employers to offer financial wellness programs. 90% Number of employers promoting financial wellness expected to nearly double as 90% express concern for employees’ financial troubles. 75% 75% of employees claim an employer-sponsored financial wellness program would positively affect their financial stress. According to Recent Studies: Financial Empowerment Series Understanding Debt Understanding Budgets Understanding Credit & Credit Cards Understanding Income & Your Paycheck Understanding Buying or Leasing a Car Understanding Renting or Buying a Home Retirement Planning Series Planning Strategies for Retirement Planning Strategies at Retirement The Basics of Investing Understanding Annuities Overview of Social Security Focus on Social Security Overview of IRAs Insurance & Risk Management Series Overview of the Need for Life Insurance Overview of Disability Income Overview of Long-Term Care Critical Illness Coverage Overview of Personal Lines of Coverage / Multiline Products Understanding Medicare Life Changes Series Overview of College Planning Overview of Just Life Changes What Happens When Someone Dies Special Needs Planning for Children Financial Considerations of Divorce Overview of Planning Strategies for Widowhood Financial Wellness Digital Content Library Features Approximately 200 Learning Modules in the Following Areas and More: Download Our FREE Financial Wellness Digital Content Library Catalog Download Now Learn More The Financial Wellness digital content library features over 50 interactive financial calculators. Experience Our Financial Calculators Learn More The Financial Wellness digital content library offers an extensive collection of financial videos. Watch Our Financial Related Videos Learn More The Financial Wellness digital content library features over 750 financial wellness articles. View Our Financial Wellness Articles Dept Budget Insurance Retirement Automobile Mortgage Home Equity Savings Over 50 Financial Calculators, Extensive Video Library and Over 700 Articles for Financial Wellness: Worksite Marketing Employees Schools and University Students Home Office Employees & Field Staff Existing Clients Policyholders and Investors Association Members Our Financial Wellness Digital Content Is Designed To Be Used With the Following Types of Groups: 93% 93% of those who have taken a class save money vs. 84% of those who have not. 60% 60% of those who have taken a class have a budget vs. 46% of those who have not. 32% 32% of those who have taken a class have invested money vs. 17% of those who have not. According to the Council for Economic Education Students who have taken a class in personal finance are more likely to engage in financially responsible behaviors such as saving, budgeting, and investing. Financial Wellness Content Designed for Schools and University Students! Free Demonstration of Our Financial Wellness Content! Schedule a Demo Our platform has the tools and resources that are specifically designed to help educate students on reaching their financial goals, improving their financial literacy and to help them make the right financial decisions The Financial Wellness content library immediately provides an excellent ‘go-to’ resource for students who are interested in both understanding and improving their financial situation. Each individual session has its own 5 questions multiple-choice quiz and 5 personalized takeaways to enhance and reinforce the material. The video coursework provides close captioning and voiceovers in Spanish and other languages. We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive Featuring approximately 200 learning modules FREE Trial Access

BenchBuilders six key responsibilities of field sales managers: recruiting and selecting, training, performance management, target market planning, business management and, team development. Giving Advisors an Opportunity to “Test Drive” a Career in Leadership READ – Each module has a “chapter” the candidate is required to read. DO – Each chapter contains instructions for the projects associated with that module. DISCUSS – Manager meets with candidate to review and discuss completed project. Pragmatic & Interactive, Not Academic or Passive BenchBuilder – the Six Key Responsibilities BenchBuilder activities align with the six key responsibilities of field sales managers: Recruiting and selecting – Identifying, attracting, and selecting qualified individuals for opportunities within the organization. Training – Instilling basic skills in new recruits and providing continued development of all team members. Performance management – Helping sales reps set and work toward goals, assessing their progress, and providing feedback to develop high-performance sales teams. Target market planning and development – Providing sales reps with the guidance to analyze and select appropriate target markets in which to expand their business Business management – Managing finances and running a sales office in a financially efficient manner. Team development – Setting sales office goals and direction and taking the steps necessary to accomplish those goals. Self-assessment Investing in Your Future (Module) Identifying Potential Candidates Recruiting Through Personal Contact Recruiting Sales Talent (Module) Approaching Nominators Developing Your Network of Nominators Expanding Your Reach with Nominators (Module) The Selection Process in Action Using Market Opinion Surveys as a Selection Tool The Selection Process (Module) Using PESOS to Plan Training Conducting a One-on-One Skill Building Session Training for Improved Performance (Module) Developing a Performance Management Program Managing Performance (Module) Personal Market Analysis Measuring Market Potential Developing a Target Marketing Strategy Target Market Planning and Development (Module) Values-Based Motivation Achieving Sales Leadership (Module) Self-Analysis of Sales and Sales Leadership Skills Relationships Between Personal Goals and a Sales Leadership Career Making the Career Decision: Sales or Sales Leadership (Module) Activities & Projects By Module Questions on BenchBuilder? Give Us a Call or Send Us an Email! Contact Us Structures a readiness track for developing managers. Online Business System (Feature) Prepares candidates for the challenges of today’s sales managers. Contemporary Content (Feature) Enables each management candidate to experience the most appropriate aspects of the opportunity at the most appropriate time. Individualized Tracks (Feature) Keeps sponsoring manager and candidate informed of progress helps organizations track talent management at the field level. Centralized Platform (Feature) Provides for a consistent, continuous, end-to-end management development process. Easy integration with LIMRA & HPN (Feature) BenchBuilder Features & Benefits Giving Advisors an Opportunity to “Test Drive” a Career in Leadership

SkillSet, powered by Trustworthy Selling, is a one-day sales effectiveness training program, covering the skills of business development strategies and collaborative discovery. It focuses on the skills of business development strategies and collaborative discovery. One-day Sales Effectiveness Training Program One-day Sales Effectiveness Training Program Give your advisors what they need to succeed. SkillSet, powered by Trustworthy Selling, is a one-day sales effectiveness training program, covering the skills of business development strategies and collaborative discovery. It focuses on the skills of business development strategies and collaborative discovery. This offering is ideal for sales professionals with 5 years or less experience in the industry. Easy to implement, easy to execute, with virtual or in-person delivery models. Be equipped with language and tools to confidently generate favorable introductions to grow their business. Be empowered through the art of questioning, designed to deepen relationships and move potential clients to action. Leverage proven language and skills used by top advisors in the industry. Your Advisors Will: Why SkillSet Works: It unites LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful advisors. New skills are mastered through practice, role-play, and follow-up coaching. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos, and other online resources. It builds confidence and strengthens an advisor's ability to address all their customers' financial needs. SkillSet Delivery: Turn-key learning system for delivery by your company’s facilitator or a LIMRA/HPN Certified Facilitator. One-day program delivered in a live classroom setting. Or, three 2-hour virtual classroom sessions. Easy to implement, easy to execute. Schedule a Demonstration Contact Us SkillSet Product Sheet Download Download Now

Financial Wellness Home Equity Calculator: Home equity loans can be used to consolidate multiple payments into a single monthly payment. Try Our Consolidating Debt with Home Equity Calculator Home equity loans can be used to consolidate account balances from multiple credit cards or installment loans into a single loan while offering the added benefit of consolidating multiple payments into a single monthly payment. Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. Professional Edition Understand behavioral economics and how today’s consumers make financial decisions. Incorporate small changes in language and technique to ensure greater client engagement. Quickly build trust and develop stronger relationships with more potential clients. Learn advanced questioning skills to execute courageous conversations with confidence. Overcome self-limiting beliefs to take their business to the next level. Prioritize clients to maximize time and identify cross-selling opportunities. Your Experienced Advisor Will: Re-Energize Your Experienced Advisors and Equip Them With the Advanced Skills To Take Their Practice to the Next Level! Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. The Professional Edition provides experienced representatives with in-depth insight into behavioral economics, buyer and seller psychology and sales techniques utilized by the top producers in the industry. Creating a Sense of Urgency Cross Selling Language Demo: Collaborative Commitment The Four Facets of Trust Increasing Practice Efficiency Experience Some Samples of Our Professional Edition Content Below! 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 Professional Edition Works: Schedule a Demonstration Contact Us Professional Product Sheet Download Download Now Professional Edition

Andrea Bullard & Company Andrea Bullard Andrea Bullard & Company Andrea Bullard is a renowned expert in business development and a leading coach for high-performance teams in the financial industry. With her guidance, she has empowered numerous individuals to scale their businesses to remarkable levels, achieving multiple six and seven-figure success while reclaiming precious time and enjoying peace of mind. In the October/November 2021 issue, Forbes magazine recognized the top 250 advisors in the life insurance industry, and Andrea's impact was evident. She coached and mentored 25 individuals from this esteemed group, including three within the top 10. Andrea's pioneering work extends to her publications. Her first book, The Turn-Key Office System, served as a transformative blueprint that revolutionized the industry's approach to business operations. In 2021, she unveiled her third book, Turn-Key Secrets , which swiftly ascended to International Best Seller status on Amazon across five distinct financial categories. Andrea's overarching mission is to inspire you to dream bigger while constructing a “raving fans” business supported by a high performing “A” team. Her proven approach generates more new clients, increased financial success, profound peace of mind, and the cherished gift of time freedom. Previous Speaker Go back to Speaker Network Next Speaker

Course Catalog Go Back to Main Catalog Page Classroom Training Accountability: Navigating Ownership, Consequences, and Difficult Conversations Attracting New Candidates: Distinguishing By How, Not What Conducting a Coaching Conversation Creating and Delivering Your Value Proposition Developing an Ideal Candidate Profile Generating Advisor Referrals and Developing Centers of Influence Mastering Time Management Concepts and Practices Momentum Building For New Advisors Optimizing Joint Field Work: Guidelines, Planning, and Debriefing Selecting Top Performers Sourcing Candidates By Personal Observation Strategies for Coaching Advisors Classroom Training: Developing Leaders Developing the Ideal Candidate Profile Guidelines, Planning, and Debriefing fro Effective Joint Field Work How to Have a Coaching Conversation Key Traits of Top Performers Leadership Mindset, Roles and Responsibilities Mastering Self-Discipline for Transformational Leadership Mastering Time Management: Concepts and Practices Mentoring Essentials: An Overview and Its Benefits Referral Recruiting: Brainstorming and Building Influence Networks Secrets to Effective Goal Setting Understanding Why Advisors Fail and How to Help Them Succeed Unlocking the Skill of Personal Observation Classroom Training: Emerging Leaders Facilitator Guides: Accountability Facilitator Guides: Development - Coaching Facilitator Guides: Development - Training Facilitator Guides: Leader Philosophy Facilitator Guides: Recruiting - Finding Facilitator Guides: Recruiting - Momentum Building Facilitator Guides: Recruiting-Selection EDGE Facilitator Guides Developing Leaders: Month 1 Developing Leaders: Month 2 Developing Leaders: Month 3 Developing Leaders: Month 4 Developing Leaders: Month 5 Developing Leaders: Month 6 Leadership Roadmap: Developing Leaders Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Leadership Roadmaps: Growing Recruiting Buddy Systems Assessments EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

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