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  • Dina Renee Weiss

    Chief Investment Officer of Redwing Financial Dina Renee Weiss Chief Investment Officer of Redwing Financial Dina Renee Weiss serves as a financial, life and business coach, as well as the Chief Investment Officer of Redwing Financial. She began her career in the financial services industry in 2005, and built her reputation from the foundation up, focusing initially on the clients themselves, building trust and establishing a strong rapport prior to engaging in a financial planning and investment management relationship. She has carried that client-centered and educational philosophy into her investment and financial planning approach, working with generations of families to ensure proper and full understanding of the financial responsibility of daily life, as well as the investment process and those options available in today’s diverse and complicated investment marketplace. Dina aims to help individuals determine their goals, truly understand their individual risk-philosophies, manage that risk through the design of a comprehensive planning package, implement a well-organized plan of action, and finally embrace a disciplined approach to accountability and investing. She is firmly committed to serving her clients and looks to add value by providing timely, consistent and ongoing communication. Outside of her professional pursuits, Dina also holds her certification as a holistic health practitioner and has philanthropically provided health coaching services to more than 1,100 individuals seeking to live their best life. She volunteers her time and efforts as much as possible and sees the greatest reward in her life as the success of those who seek her guidance. In addition, she is the co-author of Ready to Launch – How Prepared are they for the Real World, a book aimed at assisting families in preparing their children for the realities of life beyond their childhood home. She has long been a writer, primarily in theatrical arts, comedy and poetry, but now tailors her writing towards practical and easily-implemented guides to developing a sense of ownership and personal responsibility for every aspect of an individual’s life. Previous Speaker Go back to Speaker Network Next Speaker

  • John Nichols

    President of Disability Resource Group, Inc. John Nichols MSM, CLU President of Disability Resource Group, Inc. John F. Nichols, MSM, CLU is a nationally recognized disability benefits consultant, the creator of disability products and administration systems and an expert witness in disability proceedings. Nichols serves as president of Disability Resource Group, Inc., a national insurance agency that he founded in 1999. John Nichols joined the National Association of Insurance & Financial Advisors in 1985 and was elected NAIFA Secretary in 2011. He was the 124th National President for the year 2013-2014. In 2007, NAIFA Chicago Region recognized John with their Leadership in Life Award. He is in the top 20 of lifetime contributors for NAIFA’s IFAPAC. He is a frequent speaker at an array of national meetings, including MDRT Main Platform 2012, a session speaker in 2004, 2010 and 2015, NAIFA National, and over 500 state and local NAIFA programs. He obtained his CLU designation in 2003 and graduated with his Masters in Science Management with an emphasis in Leadership in 2011 from The American College. John is a member of the President’s Circle contributor level at the American College. As a life and qualifying MDRT member, John has two Court of the Table and ten Top of the Table qualifications. Additionally, he is an Excalibur knight level contributor and Legion of Honor member to the MDRT Foundation. In 1993, John had a near-death experience from a water skiing accident that left him paralyzed from the neck down to his toes. Through six years of rehabilitation, he reached a level of recovery that less than 1 percent of all spinal cord injury patients attain. John, who in 2010 and 2012 was LIFE’s industry spokesperson for Disability Insurance Awareness Month, has chronicled his story in his first book for the financial advisor world, Income Protection, The Conversation. His second book released in 2014 entitled, Passion, Purpose, Protection, The Ability of Disability Insurance is to help the consumer understand the value of protecting their ability to earn an income. In 2012, John received the Richard M. Daley and Maggie Daley “Golden Shoe” Award for being the #1 Bank of America Chicago Marathon fundraisers for non-for-profits. John spends time in Chicago, IL and Lyons, CO and loves to travel, hike and train for marathons. Previous Speaker Go back to Speaker Network Next Speaker

  • Hoopis Performance Network - Training Tools - Assessments

    Free downloads of our Hoopis Performance Network advisor skill assessments and manager systems assessments. (PDF format). Advisor Skill Assessments The following are skills assessments based on the best practices of top advisors in financial services. The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice. Listening Skills Assessment Prospecting Skills Assessment Factfindings Skill Assessment Closing Skills Assessment Manager Systems Assessments The following are organizational systems assessments based on best practices of the top quartile firms in financial services. The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice. Recruiting & Selection Systems Assessment Training Systems Assessment Coaching & Development Systems Assessment Attracting Generation Next Assessment Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

  • Ande Frazier

    Partner at Peachtree Planning of North Georgia Ande Frazier CFP, CLU, ChFC, RICP, BFA, LUTCF, CLTC Partner at Peachtree Planning of North Georgia Ande began working in the financial industry over twenty-four years ago as a Financial Strategist, specializing in personal finance and wealth building for individuals and business owners. Her skills led her to become a prominent speaker and thought leader in the financial services industry; having coached and developed thousands of financial professionals. After serving in various leadership positions throughout the financial services industry, including running a multi-million dollar fintech company, Ande felt it was time to do something that would make a profound difference in bridging the confidence gap between women and their money. She states, “a watershed moment is upon us and it is likely that history will remember this as the time when women found their voices and realized just how powerful they really are. As CEO, Head of Vision and Brand at myWorth, I can partner with women and coach them to harness their power so that the dreaded words of “financial planning” actually make them feel strong, secure and proud.” Ande has participated in extensive ontological, financial, image, communication and sales training. Ande’s career accomplishments led her be named one of Bristol’s Who’s Who Among Distinguished Professionals and Executives, Top 100 in Finance, by Top 100 Magazine, and is a ForbesBooks author with a book to be released later this year. She has completed courses with prominent financial training institutions in areas of Financial Planning, Investments, Taxation, Business, Estate and Retirement Planning. Along with her financial education, Ande is a Certified Image Consultant and has received training from the Coach Training Alliance, Landmark Education and The Life Coach Institute. She is an active member of GAMA, AALU, NAIFA, and WIFS and serves on several corporate and non-profit boards. Ande has her Life and Health Insurance license in addition to Securities Licenses Series 7,63, and 65. Originally a Georgia native, she currently lives in New York with her husband and two children. Previous Speaker Go back to Speaker Network Next Speaker

  • George Ludwig

    National Authority on Sales Success and Peak Performance George Ludwig National Authority on Sales Success and Peak Performance George Ludwig is a national authority on sales success and peak performance. He has more than 25 years of sales, sales management, sales training and seminar presentation experience. He began his career by reading hundreds of books and success models on the art of selling. From this, he distilled simple, step-by-step tools and technologies teaching thousands of true achievers how to satisfy their appetite for winning in business and in life. George field-tested it all, founding and running a successful real estate holding company. Later, working for the world’s largest medical supply manufacturer, Johnson & Johnson, he enjoyed a meteoric rise to executive management and sales superstardom. George is the author of two books: WISE MOVES: 60 Quick Tips to Improve Your Position in Life & Business (CRL Publishing Group – 2003) and POWER SELLING: Seven Strategies for Cracking the Sales Code (Dearborn Trade Publishing – July 2004). Having gained a reputation as a thought leader in his industry, he is frequently interviewed for trade publications and newspapers. Currently the President and CEO of GLU Consulting, he works with clients like Johnson & Johnson, Sprint, Bank One, Mazda North America, Southwest Airlines, Northwestern Mutual, Coldwell Banker, and Century 21. Previous Speaker Go back to Speaker Network Next Speaker

  • Jennifer Hensley

    Owner/Founder - Playmaker Coaching & Consulting LLC Jennifer Hensley CLU, ChFC Owner/Founder - Playmaker Coaching & Consulting LLC Jennifer leverages 20+ years of marketing and sales experience both in the agency system and Northwestern Mutual's corporate headquarters, as a master business coach, and playing sports to address complex problems with a big-picture understanding. She helps business owners act quickly on opportunities with strategic and creative thinking that delivers results. Jennifer zones in on the most impactful plays to advance the ball and build systems to positively impact the bottom line. Jennifer’s best teammates are her husband, Keith and daughter, Samantha who always push her to play her own game and stay on offense. She believes it’s important to live with intention. This year her word for the year is GO. It’s time to go be great! Previous Speaker Go back to Speaker Network Next Speaker

  • Tiffany Markarian

    Owner Advantus Marketing, Marketing Strategist Tiffany Markarian Owner Advantus Marketing, Marketing Strategist Tiffany Markarian and her firm, Advantus Marketing, are devoted to helping financial professionals advance their marketing and business momentum. She delivers 24 years of field marketing and business development expertise having personally coached hundreds of wealth advisors, broker / dealers, brokerage agencies and insurance firms in driving productivity, practice equity and overall growth. What her clients say Tiffany does for them is create a much needed level of change and accountability. The real benefit to you in working with Tiffany is the clarity and direction you gain in your business, your relationships with clients and a more powerful presence in your local marketplace. Tiffany speaks at numerous industry conferences throughout the year and has been a past speaker for GAMA, NAILBA, the Financial Planning Association of Massachusetts, LifeMark Partners, Inc., Guardian Life Insurance, NAIFA, Vanderbilt Securities, Inc., the Society of Underwriting Brokers and numerous regional firms and broker / dealers. She has been featured in Life & Health Advisor, NAILBA Perspectives, and the GAMA International Journal for her results in helping firms and advisors increase the equity value of their practice and strengthening and retaining client relationships. She is known for helping advisors and firms capture and retain opportunities amidst heightened competition and economic volatility. Her clientele is national in scope and crosses all aspects of the wealth advisory industry, including: financial advisors, BGAs, independent RIAs, broker / dealers, and insurance firms. She draws from her deep field experience as a Director of Marketing for Allmerica Financial, Senior Consultant at MetLife / New England Financial, and Director of Marketing for John Hancock / Signator Investors, Inc. She served as the Director of Business Development for a Massachusetts wealth advisory firm for seven years prior to forming Advantus Marketing. Tiffany and the Advantus Marketing team look forward to helping you advance your marketing and business momentum. Previous Speaker Go back to Speaker Network Next Speaker

  • Mark Miletello

    Co-Founder, Insurance Agent Trainers Mark Miletello LUTCF, LACP Co-Founder, Insurance Agent Trainers Mark started his Insurance career in 1990 and Multiple-Line (ML) career in 1996. A few years later, he ranked the number one agent with one of the leading insurance companies in America. Mark now leads a growing team of 24 agents as a general agent with American National. A GAMA International board member from 2019 to 2020, Mark presided among the industry’s finest in leadership talent. As one of the top ML speakers in the industry, he has become a highly sought – after mentor, motivator and presenter for Life & ML producers and managers. Mark shares his innovations that help agents in the three most important areas; Marketing, winning P&C at any price, and transitioning to larger life cases. InsuranceAgentTrainers.com, powered by MarkMiletello.com, links to his coaching sites designed to elevate sales immediately! Mark’s products, training, systems, and software are built by a producer for producers and have proven to move the needle with individual agents and insurance companies at large! Previous Speaker Go back to Speaker Network Next Speaker

  • Bill Cates

    Referral Coach Bill Cates Referral Coach Bill Cates, CSP, has revolutionized the way financial professionals generate an abundance of high-quality clients through referrals and personal introductions. His first two books, Get More Referrals Now! (McGraw-Hill) and Don’t Keep Me a Secret! (McGraw-Hill) have established Bill as the financial services industry’s foremost expert on building a thriving referral-based business. Bill’s newest book, “Beyond Referrals” (McGraw-Hill) is a groundbreaking next step in client acquisition. Cates introduces his Perpetual Revenue System™ that takes referrals to introduction, appointments, and the ultimate goal – a new client. Cates is the president of Referral Coach International, founder of Referral Coach Academy™, and the creator of The Referral Advantage Program® Cates’ has trained over 70,000 financial professionals worldwide in his proven system. Cates is an MDRT Main Platform speaker and was inducted into the Professional Speakers Hall of Fame in 2010. He’s a highly sought after speaker because of his unique blend of high-content, humor, and motivation. Bill offers two video-based training programs: Individuals should check out his complete self-study system and leaders/managers should check out his group training program. Previous Speaker Go back to Speaker Network Next Speaker

  • Ben Newman

    Best-Selling Author, International Speaker Ben Newman Best-Selling Author, International Speaker Ben Newman is a Best-Selling Author, International Speaker and highly regarded Performance Coach whose clients include top companies around the world, business executives, high performing sales organizations and professional athletes in the NFL, MLB, PGA and NCAA. Ben’s most recent book, “Own Your Success” was ranked by CEO READ as their #13 business book of 2012! In addition in 2012, The Napoleon Hill Foundation recognized Ben as one of the TOP 51 speakers & thought leaders in the World! Ben’s renowned Boot Camp’s, speaking, books, blogs and videos empower and inspire thousands of individuals each year to maximize results in their lives personally and professionally. Participants are able to uncover their true potential, ready to create the life they are meant to fight for and enjoy. Ready to take on THEIR relentless pursuit of greatness: Their Prizefighter Day! Ben’s mother, Janet Fishman Newman’s death, 11 days before his eighth birthday, left a cavernous hole in his universe. Yet while his mother passed away all those years ago, not a single day goes by without the reminder that she helped Ben become the man that he is today. Her strength, her love, her work ethic and her legacy live on through him, through the family he has created, and through the work he does. He has come to realize that she was demonstrating a very important truth – our circumstances in life are much less significant than our responses to them. Ben empowers audiences to recognize that “YOUR success is not just about changing YOUR habits, it’s about changing the way YOU think.” His clients have included: United States Army, MARS Snackfoods, St. Louis Cardinals, Northwestern Mutual, AFA Singapore, Mass Financial Group, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, St. Croix, New York Life, The Minnesota Vikings, as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe who attend his speeches and seminars. His authentic, powerful, and engaging presentations have become nationally recognized. Ben has shared the stage with Tony Dungy, Colin Powell, Brian Tracy, Ken Blanchard, Jon Gordon, Dr. Jason Selk, Floyd Little, Aeneas Williams, Walt Jocketty and other leaders and legends in the world. Ben is a 6-time author and his latest book, Own YOUR Success: The Power to Choose Greatness and Make Everyday Victorious is a #1 Business Best-Seller. The highly anticipated release of Leave YOUR Legacy will be in March of 2015. He is also the author of YOUR Mental Toughness Playbook, Fight the Good Fight, Pocket Truths for Success & Pocket Principles for the Insurance Business. In addition, Ben was a co-author of the recently released “Napoleon Hill’s 17 Principles of Success.” Ben lives in his hometown of St. Louis, Missouri with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose. Previous Speaker Go back to Speaker Network Next Speaker

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