Trustworthy Selling offers three proven learning editions. These additions include QuickStart for new advisors, Professional for experienced advisors and MultiLine for property and casualty agents. A Sales Effectiveness Program with Proven Results! A Sales Effectiveness Program with Proven Results Designed to help financial professionals: Improve connections with understanding buyer psychology and behavioral economics. Adapt selling style to maximize communication flexibility. Obtain high quality favorable introductions with confidence. Increase engagement and build stronger relationships through the art of questioning. Deepen existing client relationships through strategic client management practices. Integrate the habits and peak performance psychology of top performers. Proven Results and Industry Recognition: Over 40,000+ graduates across the globe. 25+% increases in productivity. Recognized by Selling Power as one of the top sales training companies. ROI Institute’s Top Case Studies of the Year. Full Program For those new to the business, our full program offers 10 modules of content for professionals in Affiliated and Multi-Line companies. Modularized Program Pick and choose the right modules for you to set your sales professionals up for success with the specific skills they need. SkillSet powered by TS his one-day course edition is for sales professionals with 5 years or less experience in the industry who want to sharpen skills to drive higher productivity. Program Versions QuickStart This editions is for Financial Representatives just starting out, with less than one year in the business. Learn More Professional This edition is for Experienced Financial Representatives who have been in the business 1+ years. Learn More MultiLine This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products. Learn More SkillSet This one-day course edition is for financial professionals with 5 years or less experience in the industry who want to sharpen skills to drive higher productivity Learn More Learning Editions for Every Step in an Advisors Journey We offer three proven learning editions for each stage of an Advisors journey. Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include Quick Start for new advisors, Professional for experienced advisors and Multiline for property and casualty agents. Blended Learning This editions is for Financial Representatives just starting out, with less than one year in the business. Virtual Classroom This edition is for Experienced Financial Representatives who have been in the business 1+ years. Self-Study This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products. Flexible Delivery Models Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study. “We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.” Dave Porter – Managing Partner, Baystate Financial Services Investment Gross Revenue Lives Weekly Net Issued New Clients Production Credits Conference Credits Premium P&C productivity Retention Placed Policies Submitted The Proof is In the Numbers 25% 25+% Lifts Across the Board Download Module Descriptions Download Now Schedule Some Time With Us to Learn More Let's Talk Download Mutual of Omaha Case Study Download Now

Managing Director Octagon’s Baseball Division Alan Nero Managing Director Octagon’s Baseball Division Alan Nero is Managing Director of Octagon’s Baseball Division. Octagon is a leader in the sports management industry representing over 3000 clients, corporations and events worldwide. In 2008 Octagon was voted “Top Sports Agency” by Sports Business Journal. Alan’s clients include 50 current Major League players, A Field Managers (Joe Maddon: Tampa Bay several MLB Coaches) and 2 Hall of Fame Members (Wade Boggs: Baseball Hall of Fame and Andre Tippet: Football Hall of Fame). Alan was born in Providence, Rhode Island, in 1947, to first generation Italian-American parents. Growing up, Alan dreamed of being a coach. He was an outstanding high school athlete, excelling in wrestling, cross-country and outdoor track, and he was captain of his high school wrestling team. In 1965, Alan attended Springfield College, in Springfield, Massachusetts, to pursue his dream of becoming a coach and educator. Springfield College is the birth place of basketball and home to the Basketball Hall of Fame. The YMCA movement also had its beginning at SC. The values of sports and service were to shape Alan’s life forever. While attending Springfield College, Alan was captain of the wrestling team, sports editor of the school newspaper, and worked as a financial representative of Northwestern Mutual Life. During his senior year, Alan coached the local high school cross-country team, leading the team to both a High School State Championship and a New England Championship. In 1969 Alan returned to Rhode Island; started a financial service business, with his childhood best friend, Harry Hoopis. That same year he became the assistant wrestling coach at the University of Rhode Island. At the time the URI wrestling team ranked 35th out of the 35 teams in New England. In 1973, Alan became the head coach and the team went on to win three out of four New England Championships (Division I). Alan was voted New England Coach of the Year all three years and in 1993; Alan was inducted into the URI Sports Hall of Fame. In 1977 Alan refocused his energy and attention on his financial service clients and developed innovative ways to insure athletes. This helped sports teams indemnify themselves against the possible disability and/or death of its star players. Bridging a gap between teams and players and setting a 35 year career as a sports agent in motion. Alan continues to achieve recognition for his innovations in the sports management world. The Sporting News voted Alan as the 6th Most Influential Behind-the-Scenes Person, in the annually published “Top 100 Most Powerful Figures in Sports.” Most recently, Street and Smith’s Sports Business Journal recognized Alan as one of the Top 20 Most Influential Agents in Sports. Although Alan is most known for his work as a sports agent, negotiating some of the largest contracts in Major League Baseball, he takes more pride in developing winning relationships with people around the world and dedicating himself to his family. A value he learned from his parents growing up. Alan has always found pride in helping others, whether coaching, selling insurance or advising and managing athletes, he finds a tremendous amount of gratification in his service to others. For this reason he recently was awarded an Honorary Doctorate Degree of Humanics by his Alma-mater Springfield College. Alan has been married to his wife, Lia, for 37 years. They have two children, Alana and Lou-Jon, and four grandchildren, Julia, Brody, Cooper and Emory. Alan and his wife reside in Lake Forest, and spend their summers in Rhode Island. 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! Schedule a Demo Just drop us a line today to explore how we can assist you in increasing your productivity. We look forward to hearing from you! Hoopis Performance Network 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Phone: (847) 716-1800

Sought after Speaker, Kemp Financial Group Jessica Kemp MBA, CLU Sought after Speaker, Kemp Financial Group Dedicated to the financial services industry, Jessica’s passion for the business is evident when working with her clients. A graduate of Niagara University in Lewiston NY, Jessica received an undergraduate degree in Business commerce and an MBA degree in General Management. In order to provide her clients with a total financial security plan, Jessica has both the Canadian Investment Funds Course (CIFC) and the Life License Qualification Program (LLQP) certification. Jessica has been a sought-after speaker for many of her industries Financial Centers across Canada, as well as home office events over the past 4 years. She has addressed nine different regions and two major venues including the GTA women’s forum and the Advocis organization in Toronto. Her topics include “Building her Business”, having a passion for what you do and the sharing of how she has achieved the successes in qualifying for major conferences including the International Million Dollar Round Table organization. The feedback has been overwhelming on the passion she displays in her delivery and the love she has for her chosen career in helping people achieve their financial goals. Please visit Jessica’s website to learn more about her speaking engagements, and to book her to inspire and motivate your employees to take their practice to the next level. Previous Speaker Go back to Speaker Network Next Speaker

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

Just drop us a line today to explore how we can assist you in increasing your productivity. We at Hoopis Performance Network look forward to hearing from you! Yes I Have 2025 Budget $ We Need to Use My organization has 2025 budget dollars that we need to use by year end. Please contact me ASAP to help us determine the best HPN solutions to utilize based on our 2026 goals and objectives. Hoopis Performance Network 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Phone: (847) 716-1800 Contact us First name* Last name* Email* Message Submit

Course Catalog Go Back to Main Catalog Page Client Appreciation Events Client Segmentation: Identifying Growth Opportunities in Your Book of Business Cross-Selling Marketing 101 - Client Segmentation Cross-Selling Marketing 201 - Cross-Selling Clients Cross-Selling Marketing 301 Leveraging Resources to Build an Exciting Client Experience Newest Cross Selling Videos Cross-Selling Log in now to view this course Perspectives: Marketing Social Media 101 Social Media 201 Social Media 301 Social Selling PRO Social Media Client Appreciation Events Is Your Target Market Really Your Target Market? Marketing to the Affluent 101 Marketing to the Affluent 201 Marketing to the Affluent 301 Newest Target Marketing Videos Target Marketing 101 Target Marketing 201 Target Marketing 301 Understanding The NIL Opportunity Working in the Medical Market Target Marketing 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

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

Listen to What People Are Saying About Hoopis Performance Network. See how we make financial professionals extraordinary. Listen to What People Are Saying About Hoopis Performance Network! See how we make financial professionals extraordinary. Hoopis Video Testimonials outline the world-class performance of the Hoopis Performance Network. 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

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