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Financial Wellness Calculate Your Life Insurance Needs: How much you need is best decided by working with a financial planner. Try Our Calculate Your Life Insurance Needs The purpose of life insurance is to replace your income at the time of your death so that the family you are leaving behind can maintain their current lifestyle. How much you need is best decided by working with a qualified financial planner. Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

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.” 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 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 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 Go1 is the world’s most diverse content aggregator with industry-leading training and compliance courses. They power learning programs with training content from more than 250 learning providers. Empower employees and reimagine learning and development with one subscription, integrated into existing LMS and HRIS platforms. Visit Website Upping L&D Impact, your one-stop-shop for future proofing your organization. Knowing every organization has unique needs, since 2011 OpenSesame is committed to understanding those nuances and helping craft skill-building paths tailored to your specific business goals. Not only does our Marketplace contain tens of thousands of courses from world class publishers, through powerful AI tools and a team of expert curators, we work shoulder to shoulder with you to identify critical skill gaps and deliver effective training to close them. Visit Website Cornerstone is more than a product, we're your partner. For more than two decades, we've been at the forefront of talent and people innovation, helping our customers stay ahead of the curve. Our team of experts deeply understands your unique talent challenges and opportunities with an unwavering focus on our customers' success. Together, we will work hand-in-hand with you to deliver extraordinary experiences and the results that matter to your organization. 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 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 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 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 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

Next Item Previous Item Go back to White Papers List Most people have at least one person in their past who inspired them to greatness they’d never imagined. A grade-school music teacher who saw a savant when teaching Beginner Recorder. A coach who spotted a potential future pro in the kid who showed up early and stayed late for every practice. A college professor who pulled the gifted math student aside to challenge her chess skills. What all these scenarios have in common is an influential leader who inspired someone to do more than they’d ever dreamed they could. A successful sales manager is that kind of leader. So let me ask you this: Are you a successful sales manager, or do you aspire to be? With this white paper, I want to inspire you to be the best sales manager possible. I want to challenge you to become the kind of leader who inspires a sales force to great success. First, let’s define the role of the sales manager. There are differing opinions on this topic. I’m often asked if a sales manager can also be a sales rep. While there are many examples of sales managers successfully carrying out the dual role of sales rep, for purposes of this paper, we are going to focus on dedicated sales managers with no direct sales responsibilities. A Forbes article a few years back went so far as to say that successful sales reps often make lousy sales managers. I concur. This is because I believe the No. 1 role of a successful sales manager is to focus on the sales team, not on the customer. Successful Sales Managers Are Strong Leaders If you have thought your most successful sales rep might make a good sales manager — or that your stellar sales record qualifies you for management — think again. The greatest numbers-driven, customer-centric, goal-busting sales rep isn’t necessarily a good leader. And when it comes to sales management, good leadership is a non-negotiable requirement. Some people have a natural gift for leadership. Others can learn it. Like every other skill, leadership requires practice. Being a great manager doesn’t make you a great leader. Leadership is a skill unto itself. It must be studied and practiced. The internet offers all kinds of opinions on the characteristics and habits of good leaders. When I’m working with sales managers (or aspiring sales managers), I look for the following 10 characteristics: Vision — Successful sales managers are always looking ahead and around. They’re paying attention to the organization and the competition, thinking about constantly growing and improving, and fully open to healthy change. Strategy — They have analytical interests and abilities. They know how to use data to find flaws and how to fan the flames of success. They seek out problems early and focus on solutions. Humility — They are never haughty, always open to constructive criticism, and readily accessible and honest. Honor — They act with integrity, dignity and honor. Their reputation is above repute. They tell the truth while being kind and respectful. Focus — They are not easily distracted by the latest and greatest trend or the shiny new idea floating around. They plan patiently and execute with discipline. Boldness — They are brave and willing to take action, even if that action may make them unpopular. Attractiveness — I’m not talking about being good-looking, though that is never a negative. I’m talking about the kind of person other people admire and seek to be like. Their dress, posture, gait, communication style, reputation and relationships represent the ideal, and in doing so, motivates others to improve themselves. Accessibility — They are clear in their message and open to dialogue. Their team can access them by appointment or “open door” and know they will be heard. Clients know how to reach them, and know they can if a relationship with a sales professional goes sideways. Company leaders also know they can access them when needed. Organization — They prepare agendas before every meeting. They set goals and create a plan to achieve them. Their desk, car, clothes and life are tidy. Positive attitude — Successful sales managers have positive attitudes. They practice good habits, including self-care, and they approach even the worst problems with a positive outlook. They inspire others to be positive as well. Successful Sales Managers Nurture Their Teams What is the responsibility of a sales manager? Is it to drive numbers? Ensure customer satisfaction or retention? Hire and fire a sales team? Report to the home office? Yes, a sales manager is responsible for all those things, but there’s another, less easily defined, responsibility of a sales manager: to nurture—to further the development of, or foster, others. While it’s critical to hire wisely, fire when needed, keep an eye on customer relations and achieve or exceed revenue goals, it’s equally critical to nurture the sales force. You can nurture the growth of your team members by recognizing when they are bored, leading them to grow professionally, working with them to set and achieve goals, and asking for their input on decisions, when appropriate . Nurturing others involves many responsibilities: Communication — Clearly communicating with your team means conveying your message clearly, ensuring understanding and listening to feedback. The proverbial open-door policy is a hallmark of any strong manager. This is not to say that a sales manager’s office should be a safe haven for complainers and trouble-makers. It shouldn’t. But it should be a place where members of the team can speak with you, ask questions, seek guidance, get your help in solving problems and receive mentoring that brings out their best selves. Team building — Hiring and firing strategically is an important role of a sales manager. I’m not sure who first said, “Hire slowly and fire quickly,” but that person was right. Poor performers — or worse, those with poor attitudes — are a cancer to an organization. For one, their lackluster performance requires more of the manager’s attention. For another, their weak numbers can have a negative impact on the overall sales force, dragging everyone’s numbers down. Most damaging of all are the underachievers who make excuses for their performance or actively engage in a negative whisper campaign among colleagues. A successful sales manager invests the time in strategic networking to attract, engage, interview, research and negotiate with top sales professionals. If you haven’t seen my blog on using LinkedIn for recruiting. Other social networks, both online and in-person, are outstanding resources as well. Effective recruiting of top performers means the sales manager needs to be known everywhere those top performers are active, whether that’s around town, throughout the country or all over the world. Managing the business — Sales management isn’t about numbers alone, though that’s an important component. It’s about managing the entire business. That includes forecasting and measuring results; setting goals; establishing quotas; defining territories; communicating with organizational leaders and customers; coaching employees; designing and overseeing training, technique, messages and public relations; and of course, the functions discussed earlier. When you consider the time and attention all that requires, it becomes increasingly clear why trying to wear the dual hats of sales manager and sales rep doesn’t make much sense. Would you think of raising a child without interacting with her? Could you maintain a strong marriage without listening to your spouse or spending quality time together? Could you keep a long-lasting friendship without listening to your friend in good times and bad? Of course not. Successful sales managers actively nurture their sales teams. They spend time with the team, both collectively and individually. They care what’s going on in their sales reps’ lives and customer relationships. They are sensitive to the dreams, desires, likes and dislikes of their sales force. Let me try to make this point with two real-world examples. Sales Manager Amy loves golf. She golfed in college and was captain of her team. She belongs to a popular country club and has created a strong social network there. She speaks about golf and leadership at local businesses, clubs and schools. Many of the professionals on her sales team love to golf. All but Tyler. Tyler does not know how to golf and doesn’t particularly enjoy it. Tyler is a high-octane kind of athlete. He climbs rocks, kayaks in rapids and takes a HIIT class every morning before work. His sales performance is good, he meets and exceeds goals, and his customers like him. There’s just one problem: Amy is accessible when she’s in the office, but she spends a lot of time on the golf course. If Tyler wants one-on-one time with Amy, he knows he can have it with her over 18 holes but probably not over lunch, and certainly not on the rocks or in the rapids. The rest of the team doesn’t mind that Amy is consumed by golf. After all, they like golf. But Tyler considers Amy’s approach to be untenable and insensitive. For that reason, Tyler probably won’t stick around long if Amy remains his sales manager. Her lack of nurturing or consideration for his interests (and disinterest in golf) is probably going to cost her a top-performing sales rep. Only time will tell, but my money says Tyler will be looking for a new sales job soon. David is another sales manager with a looming problem on his hands: he does not like to be interrupted. That is understandable under many circumstances, but in his case, it’s a bit extreme. He works with his door closed, holds meetings with everyone standing up (to discourage lingering and idle chatter, he says) and to ensure that there are no unplanned interruptions to his day. David gets a lot of work done and impresses higher-ups with detailed reports, always submitted early. He keeps a busy schedule of community networking and has amassed an impressive social media following. What David doesn’t know is how this makes his sales team feel. They feel alienated, unheard and undervalued. So while David might be plowing through reports without interruption, more than a few people on his sales team are looking online for a more nurturing place to work. Successful Sales Managers Inspire the Best from the Sales Team The fact is, the most successful sales managers are those who bring out the best in their sales teams — the best production, the best morale, the best reputation in the community and the best overall retention. If you’re a sales manager, one way to know how you’re doing is to measure yourself in those areas. If you’re falling short of projections, finding yourself in conflict with more than one sales associate (or finding conflict among sales associates in general), having trouble attracting top talent to your team or losing new hires, you might need to take a hard look at where you can improve. Remember, your key performance indicators (KPIs) are about your team’s performance and your management performance. KPIs can vary from one organization to another. For example, if you’re managing a global sales operation, your KPIs will be different from those of a strictly local sales organization. In general, I recommend taking a good, hard and honest look at your performance in these five core areas: Activity — This includes prospecting, appointments, presentations, promotions, time to close and new closes. You know the types of activity you need from your sales force to get the numbers you want. How well your team is doing in these areas tells you how well you’re managing your team. Team morale — How’s everyone getting along? Are those on your team friendly to one another, generally upbeat and supportive? Or are they bringing petty problems to you, complaining about a colleague or undermining one another’s client relationships? Employee attrition — This can be directly tied to morale, but it can also be tied to your hiring decisions. If you’re experiencing too much employee churn, you need to find out why. It can be the result of a flawed hiring process. Client attrition — Every sales manager knows how expensive it is to acquire a new client. Losing a client is even more expensive. Are your sales professionals attracting your ideal clients or swinging for the low-hanging fruit? A lost client is bad for business. Too many lost clients can indicate poor sales management. Growth — Are most or all of your sales professionals growing their business, quarter over quarter and year over year? Are they improving their ratios? Are they taking the time to continue their education and training, such as pursuing industry designations? Are they participating in team and organizational events, growing their social media following, and attending and perhaps leading social and business networking events? If your people aren’t growing, you need to find out what you can do differently to help them grow. Successful Sales Managers Resist the Urge to Micromanage Because sales managers’ compensation is tied to how many sales their teams make, they are highly motivated to ensure that their salespeople produce at high levels. That’s great, but it often leads to a scenario where they micromanage the sales team, hanging over their shoulders and constantly asking for updates. This is especially common with former top-producing salespeople. They want to feel like they’re in control of every situation, especially when it comes to their own salaries. But most salespeople are self-motivated and don’t respond well to this type of oversight. Their performance will probably suffer if they are micromanaged. This can lead to a vicious cycle where the sales manager becomes more and more frantic as the team fails to meet quotas. Sales management is a balancing act between providing guidance and direction without taking personal involvement to extremes. People tend to work best when they are provided with their marching orders but then are left to execute their jobs on their own. Achieving Next-Level Sales Management Success Not everyone is cut out for sales management, just as not everyone is cut out for sales. And being a stellar sales rep certainly doesn’t guarantee you’ll be a successful sales manager. Successful sales managers are strong leaders. They’re inspirational, they’re focused on their team and they’re focused on the business. If you’re a sales manager or looking to make the leap to sales management, your secret to achieving sales management success comes down to you. Can you lead your team to becoming its best, individually and collectively? Are you committed to ongoing education and training, open-door communication, leaderly oversight, faithful mentoring, maintaining a pristine reputation and diligently tracking metrics? If your answers to those questions are yes, then you just might have what it takes to achieve next-level sales management success. Helping sales managers and sales teams achieve next-level success is what we do best at Hoopis Performance Network. If you think we can help you step into a sales management role or step up your sales management results, give us a call or contact us here to schedule a free consultation. We’ll do everything we can to help you reach next-level sales management success. Leading Your Team to Success: Secrets to Next-Level Sales Management

Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. HOST is innovative learning and development designed to educate and empower home office employees and field staff. What are the benefits to your organization? Attract, develop and retain top talent in the home office and field. Empower employees to understand the impact they have on the clients they serve. Create efficiency through a scalable training system across the enterprise. Enhance the value of your current propriety training resources for a fraction of the cost. What is HOST? 500+ virtual microlearning modules designed to engage today’s modern learner. Flexible options for customizing and integrating content within your learning management system. Advanced reporting functionality to identify trends and increase accountability. Available in multiple languages and closed captioned to align with ADA guidelines. Why Invest in Your Home Office Employees and Field Staff? We’ve developed digital learning and development resources to help educate the backbone of financial services organizations: employees and staff. Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. This new knowledge will empower employees to grow professionally leading to greater retention and productivity which has become even more important in this new era of “The Great Resignation.” Understanding Clients & Their Needs Generational Buying Differences The Need for Life Insurance Life Changes Series What Happens When Someone Dies Overview of College Planning Understanding Special Needs Financial Considerations of Divorce Introduction to Insurance Products & Principles Role of Life Insurance Understanding the Life Insurance Policy Understanding Underwriting Disability and Long-Term Care Insurance Overview of Annuities Contract Beneficiary Designation Understanding Medicare Overview of the Principles of Investing Basics of Investing Investment Strategies Mutual Funds Investment Choices Investment Analysis Variable Annuities Overview of Managed Money Understanding Financial Factors & Programs The Life Insurance Industry Personal Financial Series Individual Taxation Series Overview of Social Security Focus on Social Security Overview of Business, Estate & Retirement Planning Working with Business Owners Different Business Structures Managing Business Risks Executive Benefit Plan Estate Tax Planning Planning Strategies for Retirement Planning Strategies at Retirement General Employee & Staff Education How to Give a Presentation Time Management Success Financial Literacy Active Listening Skills HOST Content Covers the Following Topics and More Advanced Sales Call Center Representatives Broker Dealer Employees And more! Home Office Employees Field Agency & Advisor Staff Policy Owner Services Underwriting Department Marketing Department Our Employee and Staff Education Content Is Designed To Be Used With the Following Types of Groups: Interested In How We Can Help with Your Employee and Staff Training Needs? Contact Us Today What Could a College Education Cost What is a Variable Annuity? What Factors are Evaluated During Life Underwriting Overview of the Small Business Marketplace Deciphering Your Paycheck Overview of the Insurance Industry Introduction to the Role of Life Insurance Financial Risks That May Impact a Retirement Plan Why Understanding Social Security Matters Time Management Concepts and Practices Just Some of Our Learning and Sample Development Content for Employees and Staff: eLearning Knowledge Checks and Action Items for Performance Improvement Ability to Easily Enroll Learners in Courses and Learning Paths Reporting and Analytics for Greater Accountability Around Learning On Demand Classroom Training Modules (virtual and in person) Coaching Resources Including Guides, Assessments and Tutorial Videos Skill Assessment to Identify Strengths and Areas of Development Additional Tools and Resources In addition to our digital content, we also provide turnkey training and coaching tools for managers including: HOST is innovative learning and development designed to educate and empower home office employees and field staff.

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

Firm Foundations is a leadership development experience designed to equip agency managers and their teams with systems, tools and best practices for building a successful, sustainable organizations. “The successful manager builds the organization, and the organization builds the business.” Harry Hoopis – CEO, Hoopis Performance Network Firm Foundations is a leadership development experience designed to equip agency managers and their teams with systems, tools and best practices for building a successful, sustainable organizations. With over 3,000 graduates of the program, we have worked with many companies to develop a custom learning experience based on the organization’s unique management development needs. Firm Foundations Programs Offerings HPN offers three Firm Foundations programs designed to address specific agency building functions. Systems for Success Talent Acquisitions Coaching & Accountability Philosophies, beliefs and guiding principles A turnkey, systems approach to agency building Increased recruiting and selection results Get new recruits off to a fast start Grow experienced advisor productivity Create a culture of accountability Leadership team alignment Strategic and tactical Performance Plan Firm Foundations Attendees Receive the Following Benefits: “This is the best leadership program I’ve attended in my 25 years in the business.” “This program should be required for all Managing Partners.” “This was a high-touch experience! Hoopis and his team provide the playbook for getting advisors to the 5th year.” “Brings the vision of a great agency into reality. Agency management at the Master’s Degree level, anyone desiring to build a mega agency needs to attend.” “Firm Foundations is a step-by-step process on how to implement a successful management career in the financial services industry.” “One of the most worthwhile leadership programs I have ever attended! A close and personal look at one of the finest firms in our industry including Hoopis’ secrets of success.” Testimonials – What Others Are Saying Campus & Specialty Recruiting When you are in recruiting mode, you want other options than just referrals. This is another great way to add to the funnel. In regards to campus recruiting, attendees will learn how to segment schools that will bring the most quality to their organization. Learn how to stand out among competition on campus. Specialty recruiting focuses on target markets such as veteran and women recruiting. If that is a focus of an office, they will learn different strategies to enter and attract candidates from those markets. Recruiting: Widening the Funnel In this segment, we provide insights and best practices on the Art and Science of effective selection systems. We begin by addressing The Science which involves utilizing assessment and profiling tools in the selection process. Then we address The Art which includes behavioral interviewing techniques and ideas to help you identify the traits of high quality candidates. Financial Advisor Panel In this Firm Foundations favorite, participants will have an opportunity to hear from three top producers at various stages in their careers. These financial representatives will share insights on their sales process, language they utilize and how they sustain high levels of activity. They will also share how they are able to maintain focus while overcoming adversity that comes with the career. Training Systems, Tools & Best Practices In this session, we will focus on the unique things we have created to enhance and systematize our training systems. We will focus on how to position training & development during the recruiting process as well as best practices, new ideas and tools for pre-training, initial training and ongoing training. Participants will receive ideas on how to create your own “University” by leveraging various resources available to them. Creating a Culture of Accountability The foundation of an effective development system is clearly defined expectations as well as rewards / consequences. This session will reveal the various components of the Hoopis Financial Group’s Expectations Matrix as well as how it is implemented throughout the development process from a tactical standpoint. We will also focus on daily, weekly, monthly and quarterly coaching & development systems to increase accountability and get producers off to a fast start in the business. Coaching Veteran Advisors During this session, Harry Hoopis will discuss strategies on how to most effectively coach veteran representatives. In addition, they will provide insights into how to get veteran representatives to think “bigger” about their practices. Finally Harry will share insights on how to motivate them to continuously increase their productivity and commitment to lifelong learning. Contests and Recognition Harry will focus on a topic that is rarely addressed in leadership development workshops: best practices on running contests and incorporating recognition into your organization’s culture. He will share ideas on creative contests to coordinate as well as best practices for leveraging contests to increase your organization’s productivity. Copy of Contests and Recognition This session will provide participants with an opportunity to identify their organizational strengths as well as areas of opportunity regarding their training & development systems. Each participant will work with members of their leadership team to determine what they should continue doing, stop doing and start doing based on the ideas and best practices they have discovered during the workshop. Everyone will leave with a specific action plan to implement immediately. Corporate Model of Agency Building Harry will share his expertise around creating a vision and then doing the things necessary to make that vision become a reality. He will focus on the various models of building a network office and the evolution from a small to a large organization, in particular as it relates to training and development needs. Recruiting & Selection Systems and Best Practices In this segment, Harry Hoopis will provide insights and best practices on how he developed recruiting and selection systems throughout his 45 year career. He will touch on the GAMA Foundation’s Research that identified best practices of top performing organizations. Harry also addresses selection systems including the science which is selection profiles as well as the art which includes behavioral interviewing to help you select high quality candidates. Recruiting: Widening the Funnel Haley Lelah will focus on the most effective sources for recruiting leads as well as the various systems implemented within the organization to “widen the funnel.” She will share ideas on how to generate advisor referrals to potential recruits as well as how to develop a recruiting culture. Haley will conclude with best practices regarding communication and holding each leadership team member accountability for recruiting. Connecting with the Next Generation of Sales Talent Joey Davenport will share LIMRA research that highlights what Generation Next (ie. Gen X & Y) is looking for in a career vs. how managers and recruiters are positioning the opportunity. There is a major disconnect between the two and he will share valuable insights into how you can start positioning the career opportunity to attract this next generation of sales talent. Implementing the Hoopis Systems and Managing Change During this session, you will hear from a Managing Partner who was appointed to a small, struggling firm in Chicago. This field leader’s team began to implement the Hoppis systems and best practices within the firm. Within their company, this firm is now recognized as one of the top in the nation regarding recruiting, productivity and retention. This segment provides a great example for participants of how to embrace change and implement new systems to take your organizations to the next level. Building a Top Branch Office Jenica Delrose will drill down and share the systems, processes and best practices they have implemented for recruiting, selection, training and development. She will discuss some of the challenges they have faced as well as how they prioritized the systems that needed to be implemented immediately and the process they followed along the way. Attracting the Ideal Candidate Identifying your ideal candidate is where recruiting begins. Understanding the characteristics of who you are looking for is important to get your team on the same page. During this session, we help you identify your idea candidate and create the value proposition to attract them. Online Branding and LinkedIn eRecruiting What first impression is your organization presenting to potential recruits? We will address this question specifically as it relates to online branding and social media marketing. We will also share how to create a habit in LinkedIn and source your ideal candidate in new and innovative ways. This session will allow you to walk away with key take-a-ways on generating a search engine that will work for you. Creating a Recruiting & Referral culture Studies show the most efficient method to bring new recruits into the business is through referrals. This session will equip participants with field-tested ideas on how to create, market, and conduct one-on-one meetings with existing advisors to generate referrals. We will also share proven, plug-and-play ideas for agency recruiting contests. A referral culture takes time to develop but this will show you how to start or uplift your current referral culture. Firm Foundations Broken Down Into Modules Our informative modules contain effective business management and development methodology that help in increasing employee productivity and retention. Free Consultation To Determine Which Firm Foundations Program Is the Right Fit for Your Organization. Schedule Consultation Download the Creating a Culture of Accountability Systems Assessment. Download Now

Transforming leadership in healthcare, empowering growth for clinical leaders, care teams, and hospital/support staff. Leadercast gives you instant access to a wide range of digital learning. Transforming Leadership in Healthcare Empowering Growth for Clinical Leaders, Care Teams, and Hospital/Support Staff Schedule a Demo Transforming Leadership in Healthcare Empowering Growth for Clinical Leaders, Care Teams, and Hospital/Support Staff Schedule a Demo 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 2026 Some of the Thought Leaders Featured Seth Godin Tunde Oyeneyin Jesse Cole Randi Zuckerberg Gayle King Paaras Parker Patrick Lencioni Emmitt Smith Develop Leadership Power Skills for the Following Key People within Your Organization: Clinical Leaders: Equip nurse managers, department heads, and physician leaders with tools to foster a high-performance, patient-centered culture. Physicians and Care Teams: Develop cohesive care teams and deliver exceptional patient experiences. Administrative & Support Staff: Empower your people to unlock higher levels of productivity and engagement. Leadercast Provides the Following Benefits to Your Clinical Leaders and Their Teams: Equip Clinical Leaders with Power Skills: Develop skills in strategic visioning, emotional intelligence, and startup thinking to drive execution and reduce burnout. Enhance Communication and Performance: Improve collaboration to elevate team dynamics in high-stress environments. Foster a High-Performance Culture: Build cohesive teams aligned around the leader’s vision for quality care. Attract, Grow and Retain Talent: Demonstrate a commitment to personal and professional development amid the national workforce shortage. Leadercast Provides the Following Benefits to Members of Your 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. Proud partner of Leadercast – the same platform trusted by AdventHealth, Shannon Health, and other leading healthcare systems. Schedule Some Time With Us to Learn More Let's Talk

Gail Goodman Leading Trainer to Financial Services Professionals Leading Trainer to Financial Services Professionals Gail B. Goodman has spent more than two decades perfecting a systematic way of understanding the appointment setting phone call for financial services professionals. Her engaging and funny style has inspired thousands of advisors, managers and recruiters to nickname her The Phone Teacher and she is THE recognized expert in the field. Ms. Goodman has trained over 50,000 advisors and managers and is attributed to saving many careers. Ms. Goodman continues to update her training materials to reflect how we must adapt our phoning and incorporate new technologies into our prospecting. She is a frequent contributor to industry publications and her client list is a who’s-who in the financial services industry. Ms Goodman is married and lives in Bedford Hills, NY on a small horse farm with her husband, three horses, one cat and five parrots. Previous Speaker Go back to Speaker Network Next Speaker

HPN News Blog All Posts HPN Article HPN News Harry Hoopis HPN News Paul Feldman Interviews Harry Hoopis for InsuranceNewsNet Magazine Recently Paul Feldman, the Publisher of InsuranceNewsNet Magazine sat down with Harry Hoopis, COE of the Hoopis Performance Network and... 0 Post not marked as liked Hoopis Performance Network HPN News Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference... 1 Post not marked as liked Harry Hoopis HPN News Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference... 0 Post not marked as liked Miguel Taveras HPN News Hoopis Performance Network Partners with LIMRA to Offer Services to Members in Latin America Hoopis Performance Network (HPN) and LIMRA announced today that they have formed a partnership to provide shared oversight of the more... 0 Post not marked as liked Joey Davenport HPN News FWD Insurance Thailand Partners with Trustworthy Selling to Establish Sales Training and Development Program FWD Life Insurance Plc (FWD Insurance) signed a five-year agreement with Trustworthy Selling to provide their award-winning sales... 0 Post not marked as liked Joey Davenport HPN News Sales Strategies, Common Mistakes, and the Future of Training for Financial Advisors | Joey Davenport Joey Davenport is the President and Co-Founder of the Hoopis Performance Network (HPN). In this conversation, Joey shares the #1 mistake... 0 Post not marked as liked Hoopis Performance Network HPN News Hoopis Performance Network Announces Trustworthy Selling is Recognized Among the Top 25 Sales Training Companies For a second consecutive year, Selling Power, Inc., a multi-channel media company that produces Selling Power magazine, was recently... 0 Post not marked as liked Hoopis Performance Network HPN News Hoopis Performance Network (HPN) and Financial Services Educational Network (FSEdNet) announce merger. Merger creates the largest content library in the world for the financial services industry. Hoopis Performance Network (HPN) and... 0 Post not marked as liked Hoopis Performance Network HPN News Hoopis Performance Network and LIMRA Announce a Partnership to Provide Online Learning for Agents in International Markets Hoopis Performance Network (HPN) and LIMRA announced today a new partnership to provide condensed, high-impact video-based online courses... 0 Post not marked as liked 1 2 3 4

Search Results All (166) Blog Posts (32) Other Pages (134) 166 items found for "" Blog Posts (32) Paul Feldman Interviews Harry Hoopis for InsuranceNewsNet Magazine 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. Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference, hosted by LIMRA. Harry will address the “SEA Change” (Selection, Education and Activity) that is needed for the financial services industry to survive and thrive in the world we live in. Better selection, more education and higher activity! Harry will also discuss the formula for success in agency building and how to get the most out of the people in the organization you run. Finally, he will share his 10 Key Beliefs which form the basis of building a Mega Firm in the 21st Century. “I am thrilled to have the opportunity to contribute to the success of the LIMRA LATAM Conference. The work that the Hoopis Performance Network and Limra are doing in Latam is extremely important. This is why we are partnered to create even more success in the region. The best is yet to come”, said Harry Hoopis. Harry Hoopis is the CEO of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker, and industry icon. In his 40-year career, he built one of the world’s largest and most successful financial services firms in Chicago, Illinois. During his illustrious career, Harry has received the Master Agency Award every year since his inception, the Robert Templin Award for his many contributions to management development, and the Leadership in Life Award from NAIFA Chicago. Harry was inducted into the GAMA International Management Hall of Fame. He served on the GAMA International Foundation Board of Directors and is past president of GAMA International, as well as the Northwestern Mutual General Agents Management Association. He is still an active member of two of the most select study groups in the industry, the LIMRA Group of Research Agencies and the General Agents Symposium. Harry is also the lead author of The Essentials of Management Development , the creator of the Firm Foundations seminar series, and has developed a management system called the Fixed Activity Commitment System. Harry is the author of the bestselling book The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. 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 LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com. Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference, hosted by LIMRA. Harry will address the “SEA Change” (Selection, Education and Activity) that is needed for the financial services industry to survive and thrive in the world we live in. Better selection, more education and higher activity! Harry will also discuss the formula for success in agency building and how to get the most out of the people in the organization you run. Finally, he will share his 10 Key Beliefs which form the basis of building a Mega Firm in the 21st Century. “I am thrilled to have the opportunity to contribute to the success of the LIMRA LATAM Conference. The work that the Hoopis Performance Network and Limra are doing in Latam is extremely important. This is why we are partnered to create even more success in the region. The best is yet to come”, said Harry Hoopis. Harry Hoopis is the CEO of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker, and industry icon. In his 40-year career, he built one of the world’s largest and most successful financial services firms in Chicago, Illinois. During his illustrious career, Harry has received the Master Agency Award every year since his inception, the Robert Templin Award for his many contributions to management development, and the Leadership in Life Award from NAIFA Chicago. Harry was inducted into the GAMA International Management Hall of Fame. He served on the GAMA International Foundation Board of Directors and is past president of GAMA International, as well as the Northwestern Mutual General Agents Management Association. He is still an active member of two of the most select study groups in the industry, the LIMRA Group of Research Agencies and the General Agents Symposium. Harry is also the lead author of The Essentials of Management Development , the creator of the Firm Foundations seminar series, and has developed a management system called the Fixed Activity Commitment System. Harry is the author of the bestselling book The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. 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 LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com. View All Other Pages (134) Dave Sanderson Dave Sanderson ​ Inspirational Speaker, Bestselling Author Dave Sanderson is an inspirational survivor, speaker and author. His thoughts on leadership have made him an internationally sought-out speaker. When US Airways Flight 1549, or “The Miracle on the Hudson,” ditched into the Hudson River on January 15, 2009, Dave Sanderson knew he was exactly where he was supposed to be. The last passenger off the back of the plane on that fateful day, he was largely responsible for the well-being and safety of others, risking his own life in frigid water to help other passengers off the plane. Despite the hazards to himself, Sanderson thought only of helping others and emerged from the wreckage with a mission: to encourage others to do the right thing. Previous Speaker Go back to Speaker Network Next Speaker Ellen Rogin Ellen Rogin ​ Speaker, Prosperity Expert, NY Times Best Selling Author Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. As a former top producing financial advisor and founder of a wealth management firm which she successfully sold, Ellen knows first-hand how to build a successful, profitable practice. She speaks internationally, consults to the financial services industry, and trains and mentors advisors to increase their influence, impact, and income. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. She is a regular contributor to Horsesmouth® and the host of Horsesmouth Extraordinary Advisor live cast and on the faculty for HPN University. Previous Speaker Go back to Speaker Network Next Speaker Kelli McCauley 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 View All