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Successful Organizations Understand One of the Most Important Investments You Can Make Is in Your Leaders and Managers. We provide the tools and resources needed to help your leaders throughout their entire leadership journey! Tools and Resources for Leaders at Every Stage of Their Career! Successful Organizations Understand One of the Most Important Investments You Can Make Is in Your Leaders and Managers. This begins by identifying which financial advisors have a propensity to lead and providing them with an opportunity to easily “test drive” a career in leadership. Once they officially take a leadership role within in the organization, there are a variety of skills and systems they will need to develop throughout their career to become successful. We provide the tools and resources needed to help your leaders throughout their entire leadership journey! This is a leadership development experienced designed for Agency Managers and their leadership teams. This program provides the systems, tools and best practices for building a successful, thriving organization. The curriculum can be customized based on an organizations needs. Learn More We offer an array of solutions to help organizations field their ideal candidates, attract them to the firm and select the top performers using both the art and science. Resources such as Coaching & Consulting, Contact Recruiting, Live Workshops and Selection Tools. Learn More Schedule a Complimentary Consultation Today! Schedule Now! Let Us Identify How We Can Help with Your Leadership Development Needs Tools and Resources for Leaders at Every Stage of Their Career!

Free downloads of our most requested Hoopis Performance Network Brochures. (PDF format). Download HPN Brochures HPN Sales & Leadership Development Brochure Download PDF HPN Digital Learning Brochure Download PDF HPN Financial Wellness Content Library Download PDF EDGE Digital Learning Brochure Download PDF Trustworthy Selling Modules Download PDF Mutual of Omaha Case Study Download PDF Trustworthy Selling Brochure Download PDF 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

HPN has developed a strategic partnership with rekroot, the authority on providing recruiting and selection resources to financial services organizations. Helping Financial Services Organizations Find, Attract and Select Top Talent Coaching & Consulting Contract Recruiting Live Recruiting / Selection Workshops Our evaluative and catered approach to recruiting ideal candidates is key to growing your financial team. As your consultant we will work with you on improving your recruiting and selection methods within the financial services industry. This is our evaluative and catered approach to recruiting ideal candidates to join your financial team. Rekroot meets with you to observe your company culture, learn your current selection strategies, set goals based on our new generational recruiting tactics. Our experienced coaches will coach your recruiting and/or management team twice per month with the purpose of maximizing your recruiting results. In our Coaching and Consulting program we pass along our invaluable skills and tools for selecting the best candidates to exceed your hiring criteria. Why rekrootTALENT? Rekroot is comprised of experienced recruiters. Let us source and pre- screen candidates for you. You will gain hours back on your calendar and only see interested and qualified candidates for your role. Whether you are interested in our subscription recruiting OR placement recruiting, we can help. Not all businesses have the bandwidth to source quality candidates. That’s why we are your reliable sourcing solution for long term, highly qualified hires. We learn your company’s hiring needs and candidate goals for the future. This saves you time and allows you to focus on doing what you do best while we work diligently to provide you with a full pipeline of applicants. Recruiting is hard. Don’t do it alone! We know how essential it is to make qualified hires in the financial services industry. This is why we offer the Firm Foundations Talent Acquisition Workshop. During this workshop you’ll be immersed into the world of recruiting by learning how to create an effective recruiting strategy from dynamic instructors. This two-day workshop is geared specifically toward hiring managers, recruiters, marketing professionals and those making hiring decisions within the financial services sector. No matter if you are new to hiring or are a seasoned veteran, you’re guaranteed to walk away with valuable insight and tools to apply to your sourcing, hiring, and selection process to build your financial team. Allow us to pave the way for your recruiting success! At HPN, we know talent. We also know hiring and retaining great talent is essential for achieving business success. HPN has developed a strategic partnership with rekroot, the authority on providing recruiting and selection resources to financial services organizations. Recruiting is hard and organizations should not do it alone. Many organizations partner with us to leverage our resources to help them find their ideal candidates, attract them to the organization and select the top performers using both art and science. Learn How We Can Help with Your Recruiting & Selection Needs Contact Us Today! Prescreen & Track Candidates in a customized recruiting Platform Posts Unlimited job postings on branded job boards & website Screen & Assess Candidates Do you need a more efficient way to attract, select and develop top performers? Recruit the best talent in the financial services industry! Simple, flexible tool designed to save you time, energy and money as you source, select and recruit top quality financial professionals. HPN TalentNest is a leading, turnkey recruiting solution developed exclusively for the financial services industry. We can also help you Improve retention and performance with your call centers by selecting the best suited candidates. Check out the video to learn how the assessment and simulation tools assess a candidate’s competencies and hard skills. Schedule a demo today to get information. Turnkey Recruiting Solution How HPN TalentNest Works: HPN TalentNest™ simplifies the talent acquisition process by making it easy to post jobs and screen in qualified candidates. With this talent acquisition and management system at your disposal, you can move candidates through a configurable recruiting process that works the way your team does. You will realize the benefits in tracking the success of your candidate sourcing strategies, and integrate assessments into your process. Start building your Nest today! Custom-branded website Source and prescreen candidates electronically Track candidates through the process Collect data on your best sources Integrate assessments The Personal Orientation Profile Overview: HPN TalentNest provides unlimited access to one of the most popular selection tools in the financial services industry: The Personal Orientation Profile™ or POP™. The POP™ is a personality profile that has become the industry standard and is thoroughly validated. More than just a sales skills assessment, the POP™ is one of the worlds’ leading sales employee selection tools and is the instrument of choice for many of the most competitive financial services sales forces. Among many other indicators of success, the POP™ will provide you with a hiring recommendation based on a candidate’s overall Probability of Success as a financial professional. Interested in HPN TalentNest? Sign Up Today HPN TalentNest Pricing Learn More Helping Financial Services Organizations Find, Attract and Select Top Talent

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. Acceptable Use Policy This Acceptable Use Policy ("Policy") is part of the Hoopis Performance Network, LLC Terms and Conditions ("Terms") and should therefore be read alongside our Terms or other agreement between you and HPN. This Policy applies to all users of our Services. If you do not agree with this Policy, please refrain from using our Services. Your continued use of our Services implies acceptance of this Policy. Please carefully review this Policy which applies to any and all: (a) uses of our Services (as defined in Terms) (b) videos, materials, and all other content available on the Services ("Content") Who We Are We are Hoopis Performance Network, LLC (referred to as either "HPN," "we," "us," or "our"), a company registered in Illinois, United States and located at 790 Frontage Rd #300; Northfield, Illinois 60093. We operate http://www.hoopis.com , hpnuniversity.com, hpnelevate.com, or other websites accessible from the aforementioned URL, and provide related products and services that may refer or link to this Policy (collectively, the "Services"). Use of the Services When you use HPN Services you warrant that you will comply with this Policy and with all applicable laws. You also acknowledge that you may not: Systematically retrieve data or other content from the Services to create or compile, directly or indirectly, a collection, compilation, database, or directory. Make any unauthorized use of the Services, including collecting usernames and/or email addresses of users by electronic or other means for the purpose of sending unsolicited email, or creating user accounts by automated means or under false pretenses. Circumvent, disable, or otherwise interfere with security-related features of the Services, including features that prevent or restrict the use or copying of any Content or enforce limitations on the use of the Services and/or the Content contained therein. Engage in unauthorized framing of or linking to the Services. Trick, defraud, or mislead us and other users, especially in any attempt to learn sensitive account information such as user passwords. Make improper use of our Services, including our support services, or submit false reports of abuse or misconduct. Engage in any automated use of the Services, such as using scripts to send comments or messages, or using any data mining, robots, or similar data gathering and extraction tools. Interfere with, disrupt, or create an undue burden on the Services or the networks to which the Services are connected. Attempt to impersonate another user or person or use the username of another user. Use any information obtained from the Services in order to harass, abuse, or harm another person. Use the Services as part of any effort to compete with HPN. Decipher, decompile, disassemble, or reverse engineer any of the software comprising or in any way making up a part of the Services, except as expressly permitted by applicable law. Attempt to bypass any measures of the Services designed to prevent or restrict access to the Services or any portion of the Services. Harass, annoy, intimidate, or threaten any of our employees or agents engaged in providing any portion of the Services to you. Delete the copyright or other proprietary rights notice from any Content. Copy or adapt the Services’ software, including but not limited to PHP, HTML, JavaScript, Flash, or other code. Upload or transmit (or attempt to upload or to transmit) viruses, Trojan horses, or other material, including excessive use of capital letters and spamming (continuous posting of repetitive text), that interferes with any party’s uninterrupted use and enjoyment of the Services or modifies, impairs, disrupts, alters, or interferes with the use, features, functions, operation, or maintenance of the Services. Upload or transmit (or attempt to upload or to transmit) any material that acts as a passive or active information collection or transmission mechanism, including without limitation, clear graphics interchange formats ("gifs"), 1×1 pixels, web bugs, cookies, or other similar devices (sometimes referred to as "spyware" or "passive collection mechanisms" or "pcms"). Except as may be the result of standard search engine or Internet browser usage, use, launch, develop, or distribute any automated system, including without limitation, any spider, robot, cheat utility, scraper, or offline reader that accesses the Services, or using or launching any unauthorized script or other software. Disparage, tarnish, or otherwise harm, in our opinion, HPN and/or the Services. Use our Services in a manner inconsistent with any applicable laws or regulations. Monitoring and Enforcement HPN regularly monitors use of the Services and Content to confirm compliance with the terms of this Policy and any other applicable HPN policy. We maintain the right to monitor all such usage by any means we deem appropriate at any time in our sole discretion and delete any material we deem illegal, inappropriate, or violative of any HPN or applicable third-party policy. If HPN discovers a violation, it will take whatever action it deems reasonably necessary or appropriate to address such behavior. We may, in some cases, give you a warning, however, we are under no obligation to do so. We have the absolute right to suspend or terminate your access to and use of our Services and, if applicable, disable your account. We may also notify law enforcement or issue legal proceedings against you when we believe that there is a genuine risk to an individual or a threat to public safety. We may disclose your personal information to a third party claiming that you violated his or her rights (such as his or her intellectual property or privacy rights) or endangered his or her safety or enjoyment of the Services. Our response to conduct violating this Policy may also include taking legal action We exclude our liability for all action we may take in response to any of your breaches of this Policy. YOU HEREBY WAIVE AND HOLD HARMLESS HPN, ALONG WITH HPN'S EMPLOYEES, OFFICERS, DIRECTORS, AFFILIATES, LICENSEES, AND SERVICE PROVIDERS, FROM ANY AND ALL CLAIMS RESULTING FROM, OR ARISING DIRECTLY OR INDIRECTLY OUT OF, ANY ACTION TAKEN BY ANY OF THE FOREGOING PARTIES IN CONNECTION WITH INVESTIGATIONS BY EITHER HPN, THIRD PARTIES OR LAW ENFORCEMENT AUTHORITIES. Modifications and Updates to this Policy HPN reserves the right to modify and update this Policy at any time in its sole discretion. Continued use of the Services after we post any changes to this Policy constitutes agreement to those changes. You agree to review this Policy periodically to ensure you are familiar with the most recent version. Except as otherwise provided by HPN, updates will be effective upon the date indicated at the top of this Policy. The updated version of the Policy will supersede all prior versions. Note that HPN's failure to enforce this policy in any instance and for whatever reason shall not be construed as a waiver of its right to do so at any other time. How You can Contact Us About this Policy? If you have any questions or comments, you may contact us: By email: info@hoopis.com By visiting this page on our website: https://hoopis.com/contact-us/ By phone number: (847) 716-1800 By mail: 790 Frontage Rd #300, Northfield, IL 60093

HPN was founded by its CEO, Harry Hoopis, who built one of the world’s successful financial services firms. Harry, alongside an extraordinary team, brings world class solutions designed to help firms and companies in the financial services industry, reach their true potential. A Network Built by the Elite for Those Who Wish to be Elite HPN was founded by its CEO, Harry Hoopis, who built one of the world’s most prestigious and successful financial services firms in Chicago. Harry, alongside an extraordinary team, brings world class solutions designed to help firms and companies in the financial services industry, reach their true potential. HPN’s unique solutions are both innovative and scalable. With flexible learning solutions like online training, blended learning, live workshops. speaking and consulting, HPN has flexible programs that can be right-sized for your organization. Hoopis Performance Network Leadership Team Harry Hoopis Founder/Chief Executive Officer Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. LinkedIn Joey Davenport President & Principal – HPN Division Joey Davenport has twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. Joey is a Certified Trainer, Master Coach and co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” LinkedIn Richard Cleary President & Principal – FSEdNet Division Richard “Dick” Cleary has 40 years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. He has designed curriculums and platforms for leadership development, producer training, employee/staff education and Financial Literacy. LinkedIn Miguel Taveras Chief Sales Officer Miguel Taveras brings nearly twenty years of experience in sales, sales management, and distribution to HPN; he is especially well-versed in financial services, as well as life and health insurance. Miguel has developed hundreds of leaders, companies, and teams in 40 US states and four countries. LinkedIn Melissa Peck Vice President, Client Experience Melissa brings over two decades of experience in the financial services industry. A Certified Coach with a Master’s Degree from the University of Essex (UK), Melissa blends her media and communications expertise to elevate client relationships and product development. LinkedIn Grace Egan Operations Manager Grace brings over a decade of global operations experience within the tech industry. A self-described “Jane of all trades”, Grace combines her unique background of workplace ops, employee experience, and HR to manage all things Operations at HPN. LinkedIn 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

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

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

Grief & Bereavement Specialist Amy Florian Grief & Bereavement Specialist Serving as CEO of Corgenius and recognized as an acclaimed speaker, Amy Florian travels North America training professionals to effectively support clients in transition and loss. She is author of over 90 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. Amy is a former columnist for the Journal of Financial Planning who has been quoted in the Wall Street Journal and featured in Financial Advisor, Financial Planning, MSN Money, On Wall Street, and Financial Advisor IQ. She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She teaches a graduate class at Loyola University Chicago, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide. Previous Speaker Go back to Speaker Network Next Speaker

Principal of Korsgaden International Troy Korsgaden Principal of Korsgaden International Troy Korsgaden is a highly sought-after insurance and financial services consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, agency building and technology strategies for many of the world’s largest insurance carriers and financial services companies. As a consultant, speaker, and author of six books, Korsgaden’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry. He helps those in the industry learn how to better communicate with consumers, so that consumers develop a higher appreciation for the value of insurance products. In his career, which spans over three decades, Korsgaden has instructed and spoken with hundreds of thousands of executives, agents, brokers, and staff members. A widely respected expert on the seamless distribution ecosystem. Korsgaden trains corporate insurance and financial services leaders on customer service, change management, technology, and transformational work, among many other key topics. Previous Speaker Go back to Speaker Network Next Speaker

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