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Andree Media & Consulting Kristin Andree Andree Media & Consulting After a successful career as both a producer and a Managing Director in the financial services industry, Kristin Andree has put her expertise to work helping individuals & corporations on a broader scale. With expertise in business strategy, marketing, client loyalty, social media, team development/succession planning, staffing and office operations, & leadership development, Kristin and her team at Andree Media & Consulting focus their work on implementing effective strategies to help clients take their businesses to the next level. Kristin holds her CLU and CLTC designations, is Series 6, 7, 26 & 63 registered and holds her Life & Health insurance licenses. She is a Certified Trainer and a Master Certified Coach. Kristin is also the Social Media columnist for Investment News magazine and author of the book “Don’t Make Me Pull This Car Over: a Roadmap for the Working Mom.” Kristin & her family reside in Atlanta, GA. In her free time, she enjoys traveling, music & theatre…and treasures every moment she spends with her three (sometimes wacky & always loud!) daughters: Bailey, Mia, and Kennedy. Previous Speaker Go back to Speaker Network Next Speaker

Virtual Speaker, Author, Podcaster, ALPACA Farmer Kim Butler Virtual Speaker, Author, Podcaster, ALPACA Farmer Co-Founder of the Prosperity Economics Movement, Kim writes books and shares stories about moving from limits to possibilities, confusion to clarity and scarcity to prosperity in your money and your mind. The Prosperity Economics Movement helps clients and advisors regain financial control by breaking from the norms of typical financial planning and building a Prosperity Mindset. Book, Podcast & Video Subjects: 401K issues 7 Principles of Prosperity Mindset and your money Why savings saves families Family banking and Perpetual Wealth Interest and your future (both costs and gains) Life Insurance as your Emergency/Opportunity fund Previous Speaker Go back to Speaker Network Next Speaker

For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Why Choose HPN Dave Porter Baystate Financial Services “I am the biggest fan of Hoopis Performance Network. It is spot-on as it relates to training, timeliness of updates, powerful presenters, and true take-away value. You cannot beat it for the price and, more importantly, the quality.” Michelle Hubert Farm Bureau Financial Services “Utilizing Hoopis Performance Network to enhance Agent development has been life-changing for our leadership team and for our Agency!! Partnering with HPN is definitely one of the best investments in my Agency I’ve made – I would highly recommend this resource to any sized Agency!” Ryan Harklau Vice President Agencies & Development "Our partnership with HPN focused on Culture, Excellence, and Leadership Integrity. The results of this program have led to great success for our leadership team. HPN has delivered a program that has become the foundation of our current leadership development as well as our future programs." Bill Pienias Fin Fit Financial “We’ve worked with HPN to develop field-tested systems for training, accountability and leadership development. They have provided valuable perspective and resources that are positively shaping our performance at all levels in our company.” Transforming Leadership in Financial Services Learn More HPN & LIMRA Earn Recognition from Selling Power for 5th Consecutive Year Learn More Digital Learning & Development Solutions for a New World! For more than a decade, Hoopis Performance Network and FSEdNet have been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty-five countries throughout the world leverage us to help them keep pace with the ever-evolving challenges of learning and development in the new normal we are all experiencing. Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Get Your Solution HPN News Blog Leadership Tools Building Your Bench / Agency Leader Training / Recruiting & Selection Learn More Sales Effectiveness Sales Effectiveness Program with Proven Results Learn More Digital Learning Digital Learning & Development Solutions for a New World Learn More Transforming Leadership in Financial Services Learn More HPN & LIMRA Earn Recognition from Selling Power for 5th Consecutive Year Learn More

Welcome to the next step on your leadership journey. This hub is your launch point into HPN’s development platform-designed to equip leaders with the tools, insights, and flexibility to support producers at every stage. The Trail Starts Here: Your Command Center for Leadership Growth Start the Journey The Trail Starts Here: Your Command Center for Leadership Growth Start the Journey Demo the tools. Explore the platform. Empower your team. Welcome to the next step on your leadership journey. This hub is your launch point into HPN’s development platform-designed to equip leaders with the tools, insights, and flexibility to support producers at every stage. Here's what you will Find: Short videos that walk through the platform experience ( View Videos Below ) A quick-start guide to HPN University ( Download Guide ) Access to EDGE, HPN University, and more ( Explore EDGE ) $599 per month gets you access for your entire firm, plus a custom-branded platform featuring your logo. Easy signup to activate your subscription Start the Journey Overview & Target Audience Content Curation & Driving Engagement EDGE and Leadercast Classroom Training & Coaching Resources Want a closer look? Sign up for a free 14 day trial. No credit card required. Sign Me Up! Have questions? Contact us. First name* Last name* Email* Phone Submit Have questions? Contact us. First name* Last name* Email* Phone Submit

Stress Physiologist, Keynote speaker, CEO/Founder Fear(less) Rebecca Heiss PhD Stress Physiologist, Keynote speaker, CEO/Founder Fear(less) I'm committed to being a PR agent for stress...Because let's face it, stress isn't going anywhere, and it's my biggest frustration to watch people try to "get rid of it!" when the alternative, TRANSFORMING the energy of stress, empowers us all to reach our highest potential. As an expert in stress, leadership & performance, I work with people to transform their fears into fuel, powering people forward through change and stress. Keynotes Topics Address: Fear(less) Leadership •Stress/Fear & Change Management Confidence in Leadership Women in Leadership DEI Fear(less) leadership makes room for more. More productivity, engagement, purpose, and AWE. Previous Speaker Go back to Speaker Network Next Speaker

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

Course Catalog Go Back to Main Catalog Page Classroom Training Accountability: Navigating Ownership, Consequences, and Difficult Conversations Attracting New Candidates: Distinguishing By How, Not What Conducting a Coaching Conversation Creating and Delivering Your Value Proposition Developing an Ideal Candidate Profile Generating Advisor Referrals and Developing Centers of Influence Mastering Time Management Concepts and Practices Momentum Building For New Advisors Optimizing Joint Field Work: Guidelines, Planning, and Debriefing Selecting Top Performers Sourcing Candidates By Personal Observation Strategies for Coaching Advisors Classroom Training: Developing Leaders Developing the Ideal Candidate Profile Guidelines, Planning, and Debriefing fro Effective Joint Field Work How to Have a Coaching Conversation Key Traits of Top Performers Leadership Mindset, Roles and Responsibilities Mastering Self-Discipline for Transformational Leadership Mastering Time Management: Concepts and Practices Mentoring Essentials: An Overview and Its Benefits Referral Recruiting: Brainstorming and Building Influence Networks Secrets to Effective Goal Setting Understanding Why Advisors Fail and How to Help Them Succeed Unlocking the Skill of Personal Observation Classroom Training: Emerging Leaders Facilitator Guides: Accountability Facilitator Guides: Development - Coaching Facilitator Guides: Development - Training Facilitator Guides: Leader Philosophy Facilitator Guides: Recruiting - Finding Facilitator Guides: Recruiting - Momentum Building Facilitator Guides: Recruiting-Selection EDGE Facilitator Guides Developing Leaders: Month 1 Developing Leaders: Month 2 Developing Leaders: Month 3 Developing Leaders: Month 4 Developing Leaders: Month 5 Developing Leaders: Month 6 Leadership Roadmap: Developing Leaders Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Leadership Roadmaps: Growing Recruiting Buddy Systems Assessments EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

The Financial Wellness content library features over 50 interactive financial calculators, approximately 200 learning modules, and over 750 financial wellness articles. (Try Out These For FREE!) Vehicle Payment Calculator Estimate your monthly car payments based on the price, loan terms, trade in value and more. Try Out Calculator Home Equity Calculator Home equity loans can be used to consolidate multiple payments into a single monthly payment. Try Out Calculator Retirement Income Estimator What monthly income will your retirement savings provide? Try Out Calculator Save for College Calculator Saving for a college education requires advanced planning and knowledge of the cost. Try Out Calculator Save or Pay Off Debt Calculator Saving vs using the money you have in savings to pay down debt. Try Out Calculator Calculate Your Life Insurance Needs How much you need is best decided by working with a financial planner. Try Out Calculator Financial Calculators The Financial Wellness digital content library features over 50 interactive financial calculators. (Try Out These For FREE!) Test Drive Schedule a Demo We Offer Even More Financial Wellness Tools & Resources to Empower a Stronger Financial Future We invite you to take a test drive or explore our full suite of financial wellness resources designed specifically for Home Office Employees, Field Staff, Existing Clients, Association Members, Worksite Marketing Employees, and Students. Our digital content library features more than 200 learning modules, over 50 interactive calculators and more than 750 financial wellness articles. Click on the links below to learn more or schedule a test drive. Why Diversification is Essential Most people are familiar with the adage,” Don’t put all of you eggs in one basket”. Watch This Video Budgeting Made Simple Tools we have at our disposal to keep tabs on our personal finances and build for our future. Watch This Video Understanding Homeowners Additional Coverage In most cases lenders will accept the replacement cost as acceptable coverage. Watch This Video What Do The Numbers on My SS Card Mean? A Social Security number is a 9-digit number that is issued to United States citizens and residents. Watch This Video Financial WellnessVideos The Financial Wellness digital content library features approximately 200 learning modules. (Try Out These For FREE!) Financial Literacy - Teaching Kids About Money Parents are a crucial part of their children’s financial education. View This Article Financial Literacy - A Strong Financial Foundation Begin talking about the financial partnership you’ll be forming together before the nuptials. View This Article Financial Literacy - Child With Special Needs Planning Ensure that your child with special needs receives the best possible care in all aspects of his/her life. View This Article Financial Literacy - Retirement and Medicare For Americans 65 and older, any conversation about health care must include Medicare. View This Article Financial Literacy - Social Security and Retirement Nearly nine out of 10 Americans aged 65 or older currently receive Social Security. View This Article Financial Wellness Articles The Financial Wellness digital content library features over 750 financial wellness articles. (Try Out These For FREE!)

Clients in over twenty-five countries throughout the world leverage HPN to help them keep pace with the ever-evolving challenges of learning and development in the new world. Digital Learning & Development Solutions for a New World! Financial Wellness Resources to Differentiate Your Organization Learn More Home Office/Field Staff Development Increase Engagement, Productivity and Retention Learn More Leadership Development On Demand Resources for Your Managers and Leaders Learn More Advisor Development Digital Learning Solutions for Advisor Development Learn More Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Why Choose Us for Your Digital Content Needs? For more than a decade, HPN has been providing digital learning solutions when, where and how your financial professionals need it. Clients in over twenty-five countries throughout the world leverage HPN to help them keep pace with the ever-evolving challenges of learning and development in the new world. Most utilized digital content library in financial services Over 50,000 subscribers in 25+ countries Integrates within any Learning Management System Turnkey manager tools for training and coaching Hundreds of microlearning videos and courses Digital learning paths based on role, tenure and preferences Contact Us Today To Learn How We Can Help With Your Digital Content Needs. Let's Talk Digital Learning & Development Solutions for a New World!

Course Catalogue Go Back to Main Catalog Page None Get Started 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