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Course Catalog Go Back to Main Catalog Page Connecting with the Power of Your Why Developing Conviction for the Business Developing Positive Energy Field-Tested Interview with George McGuire: Four-Part Series Life Happens: Real Life Stories Motivation Articles Newest Motivation Videos Overcoming Rejection & Adversity Peak Performance Psychology Perspectives: Motivation The Joe Jordan Series The Psychology of Motivation Training Your Mind to Recall Women in Financial Services All Motivation Courses Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching 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

Course Catalog Go Back to Main Catalog Page How to Use the Initial Training Roadmap Section 1: Networking & Prospecting Section 2: Telephoning & Practice Management Section 3: Factfinding & Life Insurance Section 4: Closing, Sales Psychology & Client Building Section 5: Practice Management & Motivation Initial Training Roadmap Log in now to view this course Virtual Coach Y01 M01 – Prospecting 101 Y01 M02 - Telephoning 101 and Phone Buddy Y01 M03 - Factfinding 101 Y01 M04 - Closing 101 Y01 M05 - Life Insurance 101 Y01 M06 - Activity Management 101 Y01 M07 - Mental Toughness: Managing Rejection & Adversity 101 Y01 M08 - Prospecting 201 Y01 M09 - Telephoning 201 Y01 M10 - Factfinding 201 Y01 M11 - Closing 201 Y01 M12 - Life Insurance 201 Year 1 Advisor Development Roadmap Y02 M01 - Activity Management 201 Y02 M02 - Mental Toughness: Managing Rejection & Adversity 201 Y02 M03 - Prospecting 301 Y02 M04 - Telephoning 301 and Phone Buddy Y02 M05 - Factfinding 301 Y02 M06 - Closing 301 Y02 M07 - Life Insurance 301 Y02 M08 - Activity Management 301 Y02 M09 - Connecting with the Power of Your Why Y02 M10 - Social Media 101 Y02 M11 - Time Management 101 Y02 M12 - Psychological Sales Triggers Year 2 Advisor Development Roadmap Y03 M01 - Prospecting 401 Y03 M02 - Telephoning in Today's Environment and Phone Buddy Y03 M03 - Factfinding 401 Y03 M04 - Closing Conviction: Emotions are Caught, Not Taught Y03 M05 - Activity Management 401 Y03 M06 - Permanent Life Insurance Sales Concepts Y03 M07 - The Joe Jordan Series Y03 M08 - COI Development 101 Y03 M09 - Life Insurance 401 Y03 M10 - Leveraging Technology for Business Development Y03 M11 - Retirement Planning 201 Y03 M12 - The Art of High Performance Year 3 Advisor Development Roadmap Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching 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

Course Catalog Go Back to Main Catalog Page Activity Management 101 Activity Management 201 Activity Management 301 Activity Management 401 Activity Management 501 Additional Activity Management Videos Goal Setting 101 Goal Setting 201 Newest Activity Management Training Your Mind to Recall Activity Management Client Building 101 Client Building 201 Client Building 301 Client Building 401 Client Building of a Top Producer Newest Client Building Videos Overview of Granum's One Card System: The Science Understanding Granum's One Card System: The Art & Science Client Building Best Practices & Insights for Conducting Virtual Meetings How to Be Remote & Run a Successful Practice Tips for Working Remotely and Dealing with a Crisis Digital Practice Evolution of Thinking Around Fee-Based Planning Fee-Based Planning: Approaching How Much Your Advice is Worth Introducing Client Segmentation into Your Fee-Based Practice Introduction to Fee-Based Planning Leading Your Clients to a Better Relationship with Financial Planning Structuring Your Fee-Based Services for Better Client Engagement Fee-Based Planning Achieving Work/Life Balance Additional General Practice Management Videos Avoiding Common Financial & Operational Pitfalls Building a Balanced Practice Building a Multi-Million Dollar Practice Building a Practice in the Affluent Market 101 Building a Practice in the Affluent Market 201 Center of Influence Development 101 Center of Influence Development 201 Client Appreciation Creating Leverage through Your Staff & Team Developing Systems 101 Developing Systems 201: Client Segmentation Developing Systems 301 Differentiating Your Brand Goal Setting & Annual Business Planning 101 Goal Setting & Annual Business Planning 201 Hiring, Training & Developing Staff Leveraging Technology for Business Development Newest Practice Management Videos P&L Analysis to Guide Business Decisions The 7 Deadly Sins of Clientbuilding: David Shectman The Art of High Performance: Jim Ruta The Turnkey Office System Featuring Andrea Bullard Time Management 101 Time Management 201 General Log in now to view this course Perspectives: Practice Management Creating Leverage through Your Staff & Team Effectively Leading Your Organization Through Change Management Know Your People: Coaching Strategies Around Your Team & Staff Marketing Staff Development: Client Appreciation Marketing Staff Development: Leveraging Technology Marketing Staff Development: Marketing to the Affluent Marketing Staff Development: Telephoning Maximizing Your Practice Through Staff Development Staff Development 101: Hiring, Training & Developing Staff Staff Development 201 Staff Development 301 The Turnkey Office System: Andrea Bullard Staff Development Growing Your Practice through Joint Work Managing Sales Teams Newest Team Selling Videos Team Selling 101 Team Selling 201 Team Selling 301 The Top 5 Components of Team Selling Team Selling Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching 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

Course Catalog Go Back to Main Catalog Page Advanced Planning 101 Advanced Planning 201 Advanced Planning 301 Business Exit Planning Fundamentals Business Ext Planning Obstacles & Mistakes Business Planning LIFE Foundation's Real Life Stories: Advanced Planning Series I LIFE Foundation's Real Life Stories: Advanced Planning Series II Life Happens: Real Life Stories - Business Planning Newest Advanced Planning Videos Special Needs Planning The Business Exit Planning Process Advanced Planning Disability Insurance 101 Disability Insurance 201 Disability Insurance 301 LIFE Foundation's Real Life Stories: Disability Insurance Series I LIFE Foundation's Real Life Stories: Disability Insurance Series II Life Happens: Real Life Videos - Disability Insurance Newest Disability Insurance Videos Special Needs Planning Disability Insurance Insurance Basics Investment Basics Financial Concepts Building Conviction for Life Insurance Business Planning Basics Factfinding for Life Insurance LIFE Foundation's Real Life Stories: Life Insurance Series I LIFE Foundation's Real Life Stories: Life Insurance Series II Life Happens: Real Life Stories - Life Insurance Life Insurance 101 Life Insurance 201 Life Insurance 301 Life Insurance 401 Life Insurance 501 (Advanced Planning 101) Life Insurance PRO Newest Life Insurance Videos Permanent Life Insurance Sales Concepts Special Needs Planning Life Insurance Developing a Long-Term Care Plan LIFE Foundation Real Life Stories: Long Term Care Insurance Life Happens: Real Life Stories - Long-Term Care Insurance Long Term Care and Planning for Retirement Long Term Care Insurance 101 Long Term Care Insurance 201 Long Term Care Insurance 301 Long Term Care Insurance 401 Long Term Care: Consultative Engagement Long Term Care: Solving a Problem vs. Selling a Product Newest Long Term Care Videos Special Needs Planning Long Term Care Insurance Multiline Basic Multiline Intermediate Multiline Log in now to view this course Perspectives: Product Knowledge Annuities 101 Annuities 201 Newest Retirement Planning Videos Prospecting for Retirement Retirement Planning 101 Retirement Planning 201 Retirement Planning 301 Retirement Planning 401 Retirement Planning 501 Social Security 101 Special Needs Planning Retirement Planning Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching 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

Course Catalog Go Back to Main Catalog Page Classroom Training Curriculum Month 1 Classroom Training Curriculum Month 10 Classroom Training Curriculum Month 11 Classroom Training Curriculum Month 12 Classroom Training Curriculum Month 13 Classroom Training Curriculum Month 14 Classroom Training Curriculum Month 15 Classroom Training Curriculum Month 16 Classroom Training Curriculum Month 17 Classroom Training Curriculum Month 18 Classroom Training Curriculum Month 19 Classroom Training Curriculum Month 2 Classroom Training Curriculum Month 20 Classroom Training Curriculum Month 21 Classroom Training Curriculum Month 22 Classroom Training Curriculum Month 23 Classroom Training Curriculum Month 24 Classroom Training Curriculum Month 3 Classroom Training Curriculum Month 4 Classroom Training Curriculum Month 5 Classroom Training Curriculum Month 6 Classroom Training Curriculum Month 7 Classroom Training Curriculum Month 8 Classroom Training Curriculum Month 9 Classroom Training Curriculum Months 1-24 Advisor Phoning Strategies to Master Handling Objections Anticipating and Delivering What Clients Want Boost Prospecting Success and Overcome Referral Obstacles Building Mental Toughness and Insights for New Advisors Closing: Mastering Case Preparation and the Power of Agendas Empowering Solutions: Closing with Conviction and Belief Empowering Your Clients with Simple Money Saving Strategies Helping Clients Build Better Habits: Being a Financial Specialist Keep Recommendations Simple & Leverage Financial Comparisons Leveraging LinkedIn and Social Media for Prospecting Opportunities Leveraging Presentation Skills to Move Clients to Action Master Personal Observations and Uncover the New Wave of Prospecting Mastering the Art of Connecting Through Your Approach Language Mental Toughness and Staying Positive in this Career Mindset for Ferocious Prospecting & Asking for Referrals Navigating Consumer Mindsets to Build Trust and Relationships Phoning Strategies and Language for Booking Meetings Prospecting Outreach Best Practices: Beyond Phoning Questioning Techniques to Make Connection & Uncover Their "Why" Skills & Techniques to Become a Better Active Listener Social Media Prospecting Strategies Strategies and Language for Overcoming Prospecting Objections Strategies for Prospecting Up with Your Clients Telephoning Mindset and Strategies Around Your Phoning Approach Ways to Create Connection & Increase Your Value Proposition New Classroom Training Activity Management Clientbuilding General Marketing Practice Management Advanced Planning Disability Insurance Life Insurance Long Term Care Retirement Planning Product Knowledge Closing Factfinding Prospecting Sales Psychology Telephoning Sales Skills Building a Solid Referral Practice DAD: My Formula for Success Developing Daily Discipline Factfinding for Life Insurance Factfinding: Uncovering Opportunities & Finding the Money From Motivation to Inspiration How to Connect More Deeply and Emotionally Through Storytelling Overcoming Prospecting Objections & Positioning the Life Insurance Need Powerful Phoning Habits & High Impact Language Sales Cycle Power Phrases Sales Cycle Power Phrases & the Need vs. Greed Sale Social Intelligence and Mastering the Approach Social Media Linkedin Steps to a Fearless Referral Conversation Telephoning Masters Time Maximization Techniques to Increase Productivity Understanding and Determining Human Life Value Using Your Purpose to Communicate Conviction Virtual Classroom Training Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching 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

The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Course Catalog Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. For more than a decade, we have been providing digital learning solutions when, where and how your financial professionals and employees need it. Clients in over thirty countries throughout the world leverage our digital content to help them keep pace with the ever-evolving challenges of learning and development in the new world. HPN University helps getting new advisors off to a fast start or reignite experienced advisors to get to the next level? Either way, our digital content and learning solutions are designed to fit your organization’s unique needs. Our content solutions are scalable, customizable and designed to increase advisor productivity and retention. View Catalog EDGE helps leaders succeed at every stage of the leadership journey. This comprehensive digital content library teaches essential skills for building a thriving business, creating a highperformance culture, and everything in between. Whether you want to strengthen your own leadership skills or build your leadership team, and whether you are new to leadership or have years of experience, EDGE has a solution for you. View Catalog 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

HPN University has been reimagined to meet the demands of today’s evolving financial world—equipping advisors with modern tools, real-world strategies, and on-demand development. Your Success Shouldn't Be an Anomaly. It Should Be the Standard. Give your advisors the skills, confidence and mental toughness to face market rejection, get off to a fast start, and improve the industry's 14% four-year retention rate that impacts your growth. Your Success Shouldn't Be an Anomaly. It Should Be the Standard. Give your advisors the skills, confidence and mental toughness to face market rejection, get off to a fast start, and improve the industry's 14% four-year retention rate that impacts your growth. Built by Experts Created by top producers and thought leaders who know what it takes to succeed in today’s competitive landscape. Proven to Drive Results Field-tested resources backed by data and performance metrics—real strategies, real outcomes. Saves You Time Turn hours of manual coaching into minutes with scalable, ready-to-use training content. Targeted Learning Paths Content crafted for every level: New Advisors, Experienced Reps, and Team Managers—with clear paths and outcomes. Trusted by Thousands Over 70,000 users in 30+ countries rely on HPNU—the #1 digital learning platform in financial services. Revolutionizing Advisor Growth from the Inside Out Accelerate Growth with the New HPN University HPN-U has been reimagined to meet the demands of today’s rapidly evolving financial services world—equipping advisors and field leaders with modern tools, real-world strategies, and on-demand development. Agency Leaders and Managing Partners Empower consistent, high-impact coaching at every level. Boost underperforming segments with proven development strategies. Shift from micromanaging to strategic growth. Financial Advisors and Agents Access on-demand training to boost confidence and close more deals. Strengthen skills with immediate, real-world strategies. Stay motivated and on track with a clear path to growth. Growing Firms (25–75+ Advisors) Launch a scalable training system, fast. Reclaim your time; multiply team productivity. Build leadership bench strength without burnout. Who It's Designed For Whether you're leading a team of 25 or scaling beyond 75 advisors, HPN-U delivers the structure, strategy, and scalability modern firms need to recruit, train, and retain top performers—faster and smarter than ever before. 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. Why Firms Choose HPN-U Plug-and-Play Training: Zero Guesswork. Proven Strategies from Top Performers. Tailored Learning for Every Advisor's Journey. Field-Ready Sales Coaching: Real-World, Not Theory. Seamless Hybrid Delivery: In-Person or Virtual. Saves Time. Reduces Attrition. Drives Performance. Why It Matters Now The market demands more than just skill—it demands strategic excellence. Just 14% of advisors are still in business after four years HPN-U’s structured, high-activity programs drive early wins Empower your leadership team to scale impact without sacrificing their sanity Real Advisors. Real Impact. What Your Peers Are Saying: "HPNU helped us cut onboarding time in half while increasing first-year production. It’s like giving every new rep a personal mentor—on-demand.” – Managing Director, NY "HPN has really impacted my growth with the motivational content and real advisor stories." – Joshua J. "When I hit a slump, the videos on overcoming obstacles keep me going." – Sharon H. Ready to Transform Advisor Development? Start your 14-day free trial today—and see what’s possible for your team.

For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. 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.” Transforming Leadership in Financial Services Learn More HPN & LIMRA Earn Recognition from Selling Power for 5th 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 HPN News Blog 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 Transforming Leadership in Financial Services Learn More HPN & LIMRA Earn Recognition from Selling Power for 5th Consecutive Year Learn More

The EDGE comprehensive digital content library teaches essential skills for building a thriving business, creating a high-performance culture, and everything in between. The Leader’s Journey Foundational Principles of Leadership Vision, Mission and Value Proposition Building a Great Company Culture Delegation: The Key to Growth Office Systems and Processes Time Management Recruiting Recruiting Best Practices Building a Recruiting Culture Developing Your Ideal Candidate Profile Campus Recruiting Attracting Top Performers Selection Traits of Top Performers Conducting Initial Interviews The Science of Utilizing Selection Profiles In-Depth Behavioral Interviewing The Candidate Experience Onboarding & Development Onboarding New Advisors Joint Field Work Best Practices Training Best Practices Ongoing Training & Development Mentoring Series Expectations & Accountability Goal Setting and Creating High Expectations Activity Monitoring Becoming an Effective Performance Coach Creating a Culture of Accountability Holding Your Leadership Team Accountable Leadership & Organizational Development Leadership Insights, Philosophies and Beliefs Situational Leadership Developing High Performing Leadership Teams Leading through Change Management Diversity & Inclusion Just Some of the Topics within Our Leadership Development Content Library: Download the Content Catalog Leadership Development Joey Davenport – The Importance of Developing a Recruiting Culture Sabine Robinson – Keys to Building a High Expectations Culture Harry Hoopis – Field-Tested: The Importance of Expecting More from People Kathryn Christie – The Science of Selection & Potential to Performance Why Independent Associates May Not Be Hitting Their Goals The Importance of Follow-up When You Miss a Recruit Sources for Gathering Names of Potential Candidates Early Warning Signs Someone is Not a Culture Fit Here are a few short samples of our leadership videos focusing on the skills, best practices and execution methods of the top experts and leaders in financial services. Interested In How We Can Help with Your Leadership Development Needs? Contact Us Today! "Field Leadership is vital to the distribution success in the financial services industry. As an organization, we wanted to invest in a program that would develop our leaders to become the best possible versions of themselves. Our Partnership with Hoopis Performance Network focused on Culture, Excellence, and Leadership Integrity. The results of this program have led to great success for our leadership team. We have witnessed their success both at Farm Bureau as well as in their personal lives. Hoopis has delivered a program that has become the foundation of our current leadership development as well as our future leader development program." Ryan Harklau CFP® ChFC - Vice President Agencies & Development EMERGING – advisors interested in exploring and “test driving” the leadership career. DEVELOPING – leaders needing to build a solid foundation in the knowledge and skills to grow their team. GROWING – leaders seeking strategies and best practices to advance their team and organization. EXCELLING – leaders wanting scale and systems to reach the pinnacle of success. EDGE helps leaders succeed at every stage of the leadership journey . This comprehensive digital content library teaches essential skills for building a thriving business, creating a high-performance culture , and everything in between. Whether you want to strengthen your own leadership skills or build your leadership team , and whether you are new to leadership or have years of experience, EDGE has a solution for you. The Leader’s Journey

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