Search Results

BenchBuilder™ was developed from LIMRA’s extensive leadership and management research as well as the Hoopis Performance Network’s field-tested systems & best practices. Giving Advisors an Opportunity to “Test Drive” a Career in Leadership How Do You and Your Organization Identify Sale Management Potential? BenchBuilder™ was developed from LIMRA’s extensive leadership and management research as well as the Hoopis Performance Network’s field-tested systems & best practices. The curriculum allows sales reps and their sponsoring managers to collaborate on 16 management activities designed to provide a better understanding of a manager’s role. The purpose is to help both the organization and the management candidate determine whether a role in leadership is a fit. What Are You Doing To Build Your Bench Strength With the Next Generation of Leaders? Systematic Process for Management Development and Succession Planning With an increasingly aging sales manager population within financial services, there’s a huge opportunity to identify and develop sales reps who have leadership potential. It also helps an organization do their best to create a pipeline for organic growth, most have struggled to develop a systematic management development process. Too many organizations bring successful sales reps into a management role too soon. Just because someone is a successful producer, doesn’t mean they will be a successful manager. Manager turnover is even more costly than sales rep turnover because now you’ve lost not only a manager but also a good producer. Field Leadership Profile Feedback Report (sample) Recognize the importance of identifying, assessing, and developing successful leaders for the future of your organization! Download Sample How It Works The Field Leadership Profile uses multiple-choice questions to collect information about candidates’ past experiences, personal characteristics, and work judgment. Building on our new examination of field leadership competencies, each feedback report provides summary and detailed information for three key areas. You will learn candidates’: Expected performance on key field leader tasks Likely personal leadership impact Strengths and developmental needs on core leader competencies Each Feedback Report Also Includes: Interview questions for exploring candidates’ problem solving and business ethics Candidate selection summary page Customized development plan worksheet The Field Leadership Profile is available through LIMRA’s Web-based selection system that makes candidate selection effective, efficient, and timely. Test results are instantly computed and reports are available to your managers. The reporting system allows key people at your company to monitor and analyze test results. The Situation Field leaders play a pivotal role in your company’s profitability. It is critical to choose the right individuals for sales management positions: When leaders fail, production suffers, turnover climbs, and the bottom line takes a hit. How We Can Help You The Field Leadership Profile is a comprehensive assessment that helps you identify and develop successful sales leaders. It helps your organization focus on crucial facets of leadership candidates. The Field Leadership Profile BenchBuilder is designed to help organizations determine which of their sales reps should step into a management role. BenchBuilder provides a systematic, structured process to determine which path is best for a candidate: Sales or Management. Not everyone who completes BenchBuilder will move directly into a management role. Having BenchBuilder graduates on deck provides for a smoother transition in management succession planning. Systematic Process for Management Development and Succession Planning Learn How Building Bench Strength Works Go to How it Works Giving Advisors an Opportunity to “Test Drive” a Career in Leadership

CEO of the Lennick Aberman Group Doug Lennick CEO of the Lennick Aberman Group Doug Lennick is CEO and co-founder of the Lennick Aberman Group. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise. Before founding the Lennick Aberman Group, Doug, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity he led an organization of 17,000 field and corporate associates to unprecedented success. Although no longer full-time at Ameriprise, Doug retains the title of EVP and Senior Advisor to the Chairman and CEO, Jim Cracchiolo. Doug and co-author Fred Kiel, Ph.D., recently released their newest book, Moral Intelligence 2.0: Enhancing Business Performance and Leadership Success in Turbulent Times. Just one year earlier, Doug released the popular title, Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life. Doug is also the co-author of the internationally successful and original title, Moral Intelligence (Wharton School Publishing). Doug is the sole author of The Simple Genius (You) and co-author with Roy Geer, Ph.D., of How to Get What You Want and Remain True to Yourself. Previous Speaker Go back to Speaker Network Next Speaker

Next Item Previous Item Go back to White Papers List With the constant growth in the power of tablets and phones, there has been a constant shift in the preference from traditional websites to gadget applications. Apps: Convenience on Steroids According to research, mobile users spend some 86 percent of the time on their smartphones or tablets, accessing their mobile apps. The apps are not only used as a source of daily information; they also form a platform for the interaction between companies and their field force and consumers. Some 68 percent of users employ apps this way. Companies use apps both inside and outside their organizations. Venturing into mobile app development depends on the company and industry. In many cases, mobile websites alone will not match the opportunities that mobile apps offer by increasing their outreach to their staff, field force, customers and the public at large. For financial services companies, a mobile website is not enough. Use of mobile websites alone will minimize a company’s optimal engagement levels, which in turn can reduce its productivity. To provide such services and products effectively, and stay ahead of the competition, you need an enterprise mobile app. Websites are losing more and more ground to mobile apps. Consumers have grown accustomed — or perhaps addicted — to using their devices for shopping and other activities. The constant pop-up ads that appear on websites are pushing customers to download mobile applications. On the company and firm side, professionals increasingly consider technological gadgets as extensions of their offices. They offer customers constant communication and access, inside or outside the office, at any time of the day or night. Consider it convenience on steroids. How Mobile Apps Improve Productivity One of the most significant benefits of apps vs. websites is improved productivity. The only way an organization can increase its profitability is by increasing productivity, reducing costs and minimizing waste. These outcomes are possible only when there is efficient communication within the organization so that everyone is focused on achieving specific goals. Here are some ways that apps can make that happen. Enhanced communication — Mobile apps make communication with financial professionals easier, quicker and smoother. Also, training and access to organizational resources are faster and more efficient than ever. According to one study, productivity in organizations that use mobile apps will increase by 20 to 40 percent. Apps also enable the organization to record, produce and use its data easily. Increased employee productivity — According to Fliplet, a study of more than 200 American federal workers in 2013 found that, when given access to mobile tools and portals, each employee will gain an extra 364 hours of productive time per year. Not only that, but they also report feeling more efficient and engaged. And, according to a study by Accenture, the overwhelming majority of executives agreed that mobile apps had made a significant impact on their businesses. In fact, 82 percent said that mobile apps are an integral part of their organizations, and 81 percent believe mobile apps will be the key to unlocking vital data from across their businesses. More efficient dissemination of information — Enterprise applications create a link between the company and the external world. Information such as changes in business operations is sent to individual customers and professional financial apps through push alerts. This faster, more efficient dissemination of the information and services a company offers outdoes what traditional websites can offer. Financial services customers like to keep in constant touch with their company to monitor their finances and weigh developments that might affect them. Customers need an easily accessible record to review their financial status so they can make decisions. And financial professionals will enjoy the opportunity to review their pending case requirements, case status, product updates, interest rates and compliance. They will also enjoy quick and easy access to notices and bulletins. Access to information, even when offline — With mobile apps, everyone can access their information both online and offline. With traditional websites, information can be used only when the desktop or laptop is accessing an Internet connection. But with apps, data and updates are locally stored within the app on the device until the device is reconnected to the Internet for further updates. People save a lot of time by using mobile apps because they can carry out their tasks from any location, even when they are offline. Increased revenue — Finally, mobile apps increase opportunities for a company to gain more revenue — sourced from services that are app-enabled and tailored to the company. For example, financial services companies are allowing mobile money transfer through their apps. This technique can yield an increase in organizational revenue because you can charge for such a money transfer. Most service industries are now implementing the use of mobile apps. Their time has come. And it’s time for all financial services companies and firms to get on board as well. After all, profitability and ultimate success largely depend on the constant and effective interaction with our field force and customers alike. And right now, with regard to interaction, mobile apps are about as good as it gets. Hoopis Performance Network Can Develop Your Customized Educational App Today, how financial professionals can access their training and educational resources is just as important as the material itself. HPN can provide your firm’s customized, branded virtual training via both website and mobile application delivery, providing your team with 24/7 access via any computer, smartphone, or tablet. Repetition is the mother of all learning, and now with HPN’s customized mobile app, it’s easy for everyone to get the answers they seek with only a few clicks from their fingertips. How Mobile Apps Improve Productivity

Speaker, Prosperity Expert, NY Times Best Selling Author 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

Successful Speaker, Consultant, and Entrepreneur Judy Hoberman Successful Speaker, Consultant, and Entrepreneur Judy Hoberman is President of Walking on the Glass Floor and Selling In A Skirt, companies that are both focused on empowering professional women. She is an International Speaker, Trainer, Executive Coach, Author, Radio Show host and Mentor. Her 30 years in business has given her both the knowledge and sense of humor about how men and women lead, sell, manage and recruit differently that will enlighten you in learning how both genders can support each other’s successes in a more productive way. Her experience includes over 2 decades in life and health insurance beginning as an agent with no experience, to leading 3 agencies across 3 states with over 100 agents. She still holds her license and co-facilitates Medicare educational seminars. Judy also works with companies supporting their diversity and women’s initiatives in the areas of leadership, recruiting, training, coaching, mentoring and retention. Her audiences, from 10 to 10,000 are engaged with details wrapped in memorable stories that are easily implemented that same day. In 2016 she was a TEDx speaker talking about pre-judging people, something we all do without even thinking. She is the author of 4 books including, “Selling In A Skirt” and her latest book “Walking on the Glass Floor”, an immediate best-seller. She offers a complete training program that concentrates on women in leadership, the men that champion them, with a concentration on Redefining Culture. As her book was coming off the printing press, Judy completed a certification from Cornell University’s College of Business in Women in Leadership and a second for Women in Entrepreneurship, adding that to her previous degree from Queens College, New York. She was recently named as a Woman to Watch for International Women’s Day 2019 from Thrive Global. She was awarded the Character and Integrity Award for her distinct and significant contribution to sales producer’s success. She named as a finalist in the Women of Visionary Influence Mentor of the Year and named of the Top 10 Women of Influence in Dallas recognizing her for her hard-work, involvement in the community and entrepreneurship. She is Executive Director of Walking on the Glass Floor Foundation. She is the host of a weekly radio show on The Women 4 Women Network/iHeart Radio called Selling In A Skirt and has been “The Gender Expert” on Fox News Radio. She has appeared on CNN Headlines, ABC, CBS, CW33 and Good Morning Texas contributes articles to multiple publications and journals and appeared on the cover of Exceptional People Magazine. She has spoken for Monster.com, UPS, Southwest Airlines, numerous Insurance/Financial companies and sales teams internationally. Judy’s mission…to help One Woman A Day by following an important philosophy-“Women want to be treated equally, not identically” ™ Previous Speaker Go back to Speaker Network Next Speaker

Contact us today to explore how we can assist you in increasing your productivity. We at Hoopis Performance Network look forward to hearing from you! Hoopis Performance Network 790 Frontage Rd #300 Northfield, IL 60093 Phone: (847) 716-1800 Sign Up For Financial Wellness Free Trial Access First name* Last name* Email* Phone* Position* Company name* Your Preferred Method of Communication* Choose one By using this form you agree with the storage and handling of your data by this website. * Submit

Next Item Previous Item Go back to White Papers List Corporate training managers are constantly searching for new methods that will be more effective — and cost-effective — to ensure as high a return as possible on training. They like e-learning, or online training, because it is quite affordable when compared with classroom-based training. With e-learning, you can avoid expenses associated with travel, trainers, facilities and course materials. Plus, you’ll never have to update, correct or reprint course materials because the online versions are always upto- date. And e-learning is far more convenient for trainees who work in different offices throughout the country, and it’s easily accessible for quick refreshers and reminders. Classroom training has some benefits, too. It encourages face-to-face interaction, which is a skill in itself. And it’s ideal for teaching material that requires students to perform instead of just soaking up knowledge. One article stated, as an example, that you won’t find swimming classes online. Countless blog posts and articles debate the “Which is better?” question. The real question is “Which is better for my organization?” It’s possible that a combination of the two is your best option. If you currently offer only classroom-based training, it’s worth investigating the benefits of e-learning. Many organizations will have a new-associate orientation, training class or school. Unfortunately, too often these can have the same effectiveness of drinking from a fire hose, especially if there is not a follow-up resource available for class members to go back to and obtain the same or similar education and training. Many colleges and universities now offer to stream and record lectures, providing students a quick but effective way to review or clarify particularly unclear subject matter. Low-cost web-based training has been getting a lot of attention. And some organizations now consider webbased training a part of blended learning, which uses more than one method of message delivery. We must remember that repetition is the mother of all learning, so even when elements of coursework or subject matter overlap, it can be another reason to use both methods of delivery. To increase the effectiveness of any training, it’s important to set up the training platform that works best for your participants and ensures effective alignment with your organization’s goals and objectives. Specific Benefits of E-Learning Depending on the material, e-learning can be highly successful, especially with younger people who are accustomed to learning material online. Here are some points to consider: Every dollar invested in online training results in a $30 increase in productivity. Companies that use e-learning technology achieve an average 18 percent boost in employee engagement. Forty percent of employees who receive poor job training leave their positions within the first year. E-learning boosts retention rates by 25 to 60 percent, compared to retention rates of 8 to 10 percent with traditional training. It typically takes employees 40 to 60 percent less time to study material via e-learning than in a traditional classroom setting. IBM found that participants learned nearly five times more material without increasing time spent in training. The corporation saved approximately $200 million after switching to e-learning. A 2017 report revealed that 42 percent of companies say that eLearning has led to an increase in revenue. Organizations that use e-learning are also likely to enjoy such benefits as convenience, standardized delivery and the ability for students to progress according to their pace of learning and availability. Now let’s look at how to implement e-learning in your company or firm. Implementing E-Learning To achieve their goals and objectives, an organization’s leaders must plan effectively. It can seem overwhelming to change your entire training program, especially if you have invested a lot in it and have been using it for a long time. Here are some ways to ease into the e-learning process. Define your goals. Knowing what you want the training to accomplish will help determine what type of training you need. For example, your goal might be to teach new sales leaders how to manage a budget or to teach mid-level advisors how to break performance plateaus. Set a budget. It’s easy to get enamored with a new training platform that sounds too good to be true. Setting a budget in advance should keep you from overspending. Ask around. At industry meetings, in study groups and through social media sites like LinkedIn, find out which training programs have worked well for companies or firms that are structured similar to yours. Word-of-mouth referrals are always superior to trial and error. Start small. You don’t want to replace your entire training program with something new and unproven. Try out an online course with either a group of your sales leaders or advisors, or have the whole team try it. Experiment. Once you find something most people seem to like, consider expanding your offerings on that platform. Promote the training and follow up. To maximize the benefit and results of any e-learning curriculum, it cannot be a “set it and forget it” strategy. The organization’s leadership must not only promote this resource but must follow up and assign early usage to instill top-of-mind remembrance of this tool and its benefit. Measure your results. Have participants fill out a survey after each training program to gauge their reaction to it. Find out to what extent they were engaged, how valuable they thought it was, how much they will actually use the material in their work and how likely they would be to recommend it to someone else or want to take that type of training again. Also measure your ROI. After six months or a year, evaluate how much your organization benefited from it, compared with how much you spent on it. An Easy Way to Try E-Learning With today’s demand for work/life balance, you want your training to be available 24/7 so you can sharpen sales leaders’ and advisors’ skills on demand. A highly efficient and effective way to dip your toes into the e-learning water is through Hoopis performance Network. Your sales leaders and advisors can access training and information on their smartphones and tablets when they have some spare time. Sometimes they get to an appointment 10 minutes early to beat traffic, and they want to brush up on their skills rather than waste that time. In those 10 minutes, they can watch one of hundreds of training sessions that can help them keep their saws sharp as they prepare for a joint sales call or recruit another top performer to the firm. They get to learn new skills during what used to be down time. HPN brings you winning training for sales associates, and sales leaders. All participants get to learn at their own pace. Also, they can customize their curriculum to what interests them the most, or the company or firm can decide on the order of their learning. Why E-Learning Is Effective

Founding Member of the National Academy of Elder Law Attorneys Harley Gordon Founding Member of the National Academy of Elder Law Attorneys Harley Gordon is a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly. He has been voted as one of the 100 most influential people in long-term care by McKnight’s Long-Term Care News. His views on the consequences of not having a plan for long-term care have been featured in the national media including, The CBS Evening News, The Today Show, CNN, and The Wall Street Journal. Mr. Gordon has spoken at numerous national conferences including, The Financial Planning Association, The National Association of Insurance & Financial Advisors, and The National Association of Health Underwriters. Mr. Gordon’s experience led him to create the Certified in Long-Term Care (CLTC) program (www.ltc-cltc.com ). It is the country’s first designation focused on training financial service professionals. Previous Speaker Go back to Speaker Network Next Speaker

At Hoopis Performance Network, we care about your privacy and security, and want you to know how we collect, use, share, and protect your personal information and what choices you have regarding your data. Terms & Conditions Please read these Terms and Conditions carefully before using our Service. Interpretation and Definitions Interpretation The words of which the initial letter is capitalized, or lower-case words referred to below, are defined as follows. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural. Definitions For the purposes of these Terms and Conditions: Application or Apps means any software program provided by HPN and downloaded by you on any electronic device. Application Store means the digital distribution service operated and developed by Apple Inc. (Apple App Store) or Google Inc. (Google Play Store) through which the Application has been downloaded. Affiliate means an entity that controls, is controlled by or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority. Country refers to: Illinois, United States Device means any device that can access the Service such as a computer, a cellphone or a digital tablet. Hoopis Performance Network or HPN (sometimes referred to as either "we," "us" or "our" in this Policy) means Hoopis Performance Network, LLC a Delaware limited liability company with its principal place of business at 790 Frontage Rd. #300, Northfield, Illinois 60093; and its successors, assigns and wholly owned affiliates and subsidiaries and their respective divisions and groups, each of which are located within the U.S. Service refers to the Application or the Website or both. Terms and Conditions (also referred as "Terms") mean these Terms and Conditions between you and HPN regarding your use of the Service. Third-party Social Media Service means any services or content (including data, information, products or services) provided by a third-party that may be displayed, included or made available by the Service. Website refers to hoopis.com and any other website operated by HPN that is usable without a subscription or purchase. You means the individual accessing or using the Service. Acknowledgment These are the Terms and Conditions governing your use of the Service and the agreement that operates between you and HPN. These Terms and Conditions set out the rights and obligations of all users regarding the use of the Service. Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms and Conditions. These Terms and Conditions apply to all visitors, users and others who access or use the Service. By accessing or using the Service, you agree to be bound by these Terms and Conditions. If you disagree with any part of these Terms and Conditions then you may not access the Service and should cease further use or access immediately. You represent that you are 18 years old or older. HPN does not permit those under 18 to use the Service. If you are under the age of 18, you should stop using the Service. Your access to and use of the Service is also conditioned on your acceptance of and compliance with HPN’s Privacy Policy [insert link to Privacy Policy]. Our Privacy Policy describes our policies and procedures on the collection, use and disclosure of your personal information when you use the Application or the Website and tells you about your privacy rights and how the law protects you. Please read our Privacy Policy carefully before using our Service. Your access to and use of the Service is also conditioned on your acceptance of and compliance with HPN’s Disclaimer, Acceptable Use Policy, Cookies Policy, and End User License Agreement, if applicable. Please read each carefully before using our Service. Links to Other Websites Our Service may contain links to third-party web sites or services that are not owned or controlled by HPN. HPN has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You further acknowledge and agree that HPN shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods or services available on or through any such websites or services. We strongly advise you to read the terms and conditions and privacy policies of any third-party web sites or services that you visit. Termination HPN may terminate or suspend your access to the Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach these Terms and Conditions. Upon termination, your right to use the Service will cease immediately. Limitation of Liability NOTWITHSTANDING ANY DAMAGES THAT YOU MIGHT INCUR, THE ENTIRE LIABILITY OF HPN AND ANY OF ITS SUPPLIERS UNDER ANY PROVISION OF THESE TERMS AND CONDITIONS AND YOUR EXCLUSIVE REMEDY FOR ALL OF THE FOREGOING SHALL BE LIMITED TO NOT MORE THAN OR EXCEED 100 USD. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL HPN OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL, INCIDENTAL, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, LOSS OF DATA OR OTHER INFORMATION, FOR BUSINESS INTERRUPTION, FOR PERSONAL INJURY, LOSS OF PRIVACY ARISING OUT OF OR IN ANY WAY RELATED TO THE USE OF OR INABILITY TO USE THE SERVICE, THIRD-PARTY SOFTWARE AND/OR THIRD-PARTY HARDWARE USED WITH THE SERVICE, OR OTHERWISE IN CONNECTION WITH ANY PROVISION OF THESE TERMS), EVEN IF HPN OR ANY SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF THE REMEDY FAILS OF ITS ESSENTIAL PURPOSE. Some states do not allow the exclusion of implied warranties or limitation of liability for incidental or consequential damages, which means that some of the above limitations may not apply. In these states, each party's liability will be limited to the greatest extent permitted by law. "AS IS" and "AS AVAILABLE" Disclaimer THE SERVICE IS PROVIDED TO YOU "AS IS" AND "AS AVAILABLE" AND WITH ALL FAULTS AND DEFECTS WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW, HPN, ON ITS OWN BEHALF AND ON BEHALF OF ITS AFFILIATES AND ITS AND THEIR RESPECTIVE LICENSORS AND SERVICE PROVIDERS, EXPRESSLY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, WITH RESPECT TO THE SERVICE, INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT, AND WARRANTIES THAT MAY ARISE OUT OF COURSE OF DEALING, COURSE OF PERFORMANCE, USAGE OR TRADE PRACTICE. WITHOUT LIMITATION TO THE FOREGOING, HPN PROVIDES NO WARRANTY OR UNDERTAKING, AND MAKES NO REPRESENTATION OF ANY KIND THAT THE SERVICE WILL MEET YOUR REQUIREMENTS, ACHIEVE ANY INTENDED RESULTS, BE COMPATIBLE OR WORK WITH ANY OTHER SOFTWARE, APPLICATIONS, SYSTEMS OR SERVICES, OPERATE WITHOUT INTERRUPTION, MEET ANY PERFORMANCE OR RELIABILITY STANDARDS OR BE ERROR FREE OR THAT ANY ERRORS OR DEFECTS CAN OR WILL BE CORRECTED. WITHOUT LIMITING THE FOREGOING, NEITHER HPN NOR ANY OF HPN'S PROVIDER MAKES ANY REPRESENTATION OR WARRANTY OF ANY KIND, EXPRESS OR IMPLIED: (I) AS TO THE OPERATION OR AVAILABILITY OF THE SERVICE, OR THE INFORMATION, CONTENT, AND MATERIALS OR PRODUCTS INCLUDED THEREON; (II) THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE; (III) AS TO THE ACCURACY, RELIABILITY, OR CURRENCY OF ANY INFORMATION OR CONTENT PROVIDED THROUGH THE SERVICE; OR (IV) THAT THE SERVICE, ITS SERVERS, THE CONTENT, OR E-MAILS SENT FROM OR ON BEHALF OF HPN ARE FREE OF VIRUSES, SCRIPTS, TROJAN HORSES, WORMS, MALWARE, TIMEBOMBS OR OTHER HARMFUL COMPONENTS. Some jurisdictions do not allow the exclusion of certain types of warranties or limitations on applicable statutory rights of a consumer, so some or all of the above exclusions and limitations may not apply to you. In such a case the exclusions and limitations set forth in this section shall be applied to the greatest extent enforceable under applicable law. Governing Law The laws of the Country, excluding its conflicts of law rules, shall govern these Terms and Conditions and your use of the Service. Your use of the Application may also be subject to other local, state, national, or international laws. Disputes Resolution If you have any concern or dispute about the Service, You agree to first try to resolve the dispute informally by contacting HPN. For European Union (EU) Users If you are a European Union consumer, you may benefit from any mandatory provisions of the law of the country in which you are resident. Please be aware that EU users may have rights under our Digital Privacy Framework certification. Please refer to the DPF section of our Privacy Policy for details. United States Legal Compliance You represent and warrant that (i) you are NOT located in a country that is subject to a United States government embargo, or that has been designated by the United States government as a "terrorist supporting" country, and (ii) you are not listed on any United States government list of prohibited or restricted parties. Severability and Waiver Severability If any provision of these Terms and Conditions is held to be unenforceable or invalid, such provision will be changed and interpreted to accomplish the objectives of such provision to the greatest extent possible under applicable law and the remaining provisions will continue in full force and effect. Waiver Except as provided herein, the failure to exercise a right or to require performance of an obligation under these Terms and Conditions shall not affect HPN’s ability to exercise such right or require such performance at any time thereafter nor shall the waiver of a breach constitute a waiver of any subsequent breach. Translation Interpretation These Terms and Conditions may have been translated if we have made them available to you on our Service. You agree that the original English text shall prevail in the case of a dispute. Changes to These Terms and Conditions HPN reserves the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will make reasonable efforts to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, in whole or in part, please stop using the Service. Contact Us If you have any questions about these Terms, You can contact us: By email: info@hoopis.com By visiting this page on our website: https://hoopis.com/contact-us/ By telephone: (847) 716-1800 By mail: 790 Frontage Rd #300, Northfield, IL 60093

Next Item Previous Item Go back to White Papers List When budgets get cut, training is sometimes one of the first casualties. And if training survives the cut, often it includes training for just the salespeople. But it’s just as important to train your sales leaders. Because of cost restrictions, very few organizations have created management development programs. That means most companies do not have a formal plan for how to train and lead others. Sales leaders have been neglected for decades because most companies invest in training their sales force, but few have formal training and development programs for their sales leaders. Most Sales Leaders Receive Little Formal Training The American Society of Training and Development (ASTD) conducted a study that revealed some somewhat surprising facts: Only 11 percent of companies have a formal plan to train their sales managers to a high extent. Another 22 percent of companies do not have a training program for their sales managers at all. And 66 percent train their salespeople on how to improve their selling skills at least once a year. If you want to build your sales steadily with sustainable momentum, invest more in training your sales leaders how to do their jobs. This is especially true if you have promoted a star producer into a management role. He or she probably received a lot of training in sales technique but is expected to move into management with no preparation for learning an entirely new skill set. How can a company expect to get great results from its field-management teams when little effort is made to train them in how to do their jobs? There is no DNA cell that delivers great leadership skills from one generation to another. No one is a naturally born leader. Leaders are developed and trained. The Skills Your Sales Leaders Need Managing a sales team requires a specific set of skills. Expecting sales leaders to do their jobs well without training can create frustration and burnout. Providing them with the appropriate training sets them, and your company, up for success. Seek out training that will help your sales leaders do the following well: Recruiting, interviewing and selecting producers who have great potential and fit the organization’s culture Recognizing each salesperson’s unique talents and optimizing them for the benefit and success of the individual, sales team and agency/firm Ensuring synergy among various ages, genders, cultures and selling styles on the sales team Coaching salespeople in prospecting, setting appointments, selling and closing Teaching veteran producers how to mentor junior producers Being a change agent who can lead the entire sales team in a direction the company or agency/firm needs to go Using the company’s resources wisely Keeping up-to-date on industry trends, regulatory changes and technology updates In Summary When you train your sales leader, it makes a positive impact on the entire sales team, not just that individual. Investing in training for your salespeople only is like watering half your garden. Consider Hoopis Performance Network for Management Training One effective resource for training new or experienced managers is HPN, an innovative virtual platform designed for financial leaders who are building a region, an agency or firm, a sales unit or a sales team. You can get access to hundreds of high-impact sessions for all levels of experience, divided into five distinct elements of success. These sessions are short and easily digestible, averaging less than 10 minutes. Your managers can access the video training anytime, anywhere, on their computers, smartphones or tablets. Train Sales Leaders, Not Just Sales Associates