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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

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

Andrea Bullard & Company Andrea Bullard Andrea Bullard & Company Andrea Bullard is a renowned expert in business development and a leading coach for high-performance teams in the financial industry. With her guidance, she has empowered numerous individuals to scale their businesses to remarkable levels, achieving multiple six and seven-figure success while reclaiming precious time and enjoying peace of mind. In the October/November 2021 issue, Forbes magazine recognized the top 250 advisors in the life insurance industry, and Andrea's impact was evident. She coached and mentored 25 individuals from this esteemed group, including three within the top 10. Andrea's pioneering work extends to her publications. Her first book, The Turn-Key Office System, served as a transformative blueprint that revolutionized the industry's approach to business operations. In 2021, she unveiled her third book, Turn-Key Secrets , which swiftly ascended to International Best Seller status on Amazon across five distinct financial categories. Andrea's overarching mission is to inspire you to dream bigger while constructing a “raving fans” business supported by a high performing “A” team. Her proven approach generates more new clients, increased financial success, profound peace of mind, and the cherished gift of time freedom. Previous Speaker Go back to Speaker Network Next Speaker

HPN University has been reimagined to meet the demands of today’s evolving financial world—equipping advisors with modern tools, real-world strategies, and on-demand development. Inspire. Educate. Empower. This Life Insurance Awareness Month. Give your advisors on-demand access to industry experts and top producers -- curated resources that build confidence and drive meaningful conversations with clients. Inspire. Educate. Empower. This Life Insurance Awareness Month. Give your advisors on-demand access to industry experts and top producers -- curated resources that build confidence and drive meaningful conversations with clients. Check out samples of some of our life insurance resources designed to educate and inspire your advisors: Positioning the Greed Sale to Younger Clients with Analogies – Eszylfie Taylor Field-Tested: Three Reasons to Own Life Insurance in Today’s Environment – Tom Hegna & Joey Davenport A Life Insurance Story – Shauna Weatherspoon Book a Demo Built by Experts Created by top producers and thought leaders who know what it takes to succeed in today’s competitive landscape. Proven to Drive Results Field-tested resources backed by data and performance metrics—real strategies, real outcomes. Saves You Time Turn hours of manual coaching into minutes with scalable, ready-to-use training content. Targeted Learning Paths Content crafted for every level: New Advisors, Experienced Reps, and Team Managers—with clear paths and outcomes. Trusted by Thousands Over 70,000 users in 30+ countries rely on HPNU—the #1 digital learning platform in financial services. Revolutionizing Advisor Growth from the Inside Out Accelerate Growth with the New HPN University HPN-U has been reimagined to meet the demands of today’s rapidly evolving financial services world—equipping advisors and field leaders with modern tools, real-world strategies, and on-demand development. Stay Ahead of the Curve. The One Big Beautiful Bill is reshaping tax law in the United States and beyond, creating new opportunities and challenges for financial professionals and their clients. Our brand-new eLearning course series, produced by industry experts, delivers clear, engaging, and compliant content that keeps your team - and your clients - well informed. Contact Us Agency Leaders and Managing Partners Empower consistent, high-impact coaching at every level. Boost underperforming segments with proven development strategies. Shift from micromanaging to strategic growth. Financial Advisors and Agents Access on-demand training to boost confidence and close more deals. Strengthen skills with immediate, real-world strategies. Stay motivated and on track with a clear path to growth. Growing Firms (25–75+ Advisors) Launch a scalable training system, fast. Reclaim your time; multiply team productivity. Build leadership bench strength without burnout. Who It's Designed For Whether you're leading a team of 25 or scaling beyond 75 advisors, HPN-U delivers the structure, strategy, and scalability modern firms need to recruit, train, and retain top performers—faster and smarter than ever before. Connect for Enterprise Pricing at info@hoopis.com 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. Why Firms Choose HPN-U Plug-and-Play Training: Zero Guesswork. Proven Strategies from Top Performers. Tailored Learning for Every Advisor's Journey. Field-Ready Sales Coaching: Real-World, Not Theory. Seamless Hybrid Delivery: In-Person or Virtual. Saves Time. Reduces Attrition. Drives Performance. Why It Matters Now The market demands more than just skill—it demands strategic excellence. Just 14% of advisors are still in business after four years HPN-U’s structured, high-activity programs drive early wins Empower your leadership team to scale impact without sacrificing their sanity Real Advisors. Real Impact. What Your Peers Are Saying: "HPNU helped us cut onboarding time in half while increasing first-year production. It’s like giving every new rep a personal mentor—on-demand.” – Managing Director, NY "HPN has really impacted my growth with the motivational content and real advisor stories." – Joshua J. "When I hit a slump, the videos on overcoming obstacles keep me going." – Sharon H. Ready to Transform Advisor Development? Start your 14-day free trial today—and see what’s possible for your team.

The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Course Catalog Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. For more than a decade, we have been providing digital learning solutions when, where and how your financial professionals and employees need it. Clients in over thirty countries throughout the world leverage our digital content to help them keep pace with the ever-evolving challenges of learning and development in the new world. HPN University helps getting new advisors off to a fast start or reignite experienced advisors to get to the next level? Either way, our digital content and learning solutions are designed to fit your organization’s unique needs. Our content solutions are scalable, customizable and designed to increase advisor productivity and retention. View Catalog 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 highperformance 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. View Catalog 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

Financial Wellness Save or Pay Off Debt Calculator: Saving vs using the money you have in savings to pay down debt. Try Our Save or Pay Off Debt Calculator Having savings is important, especially when the savings are part of an emergency fund or a hedge against a loss of income. However, when you also have debt, in the form of an outstanding credit card balance or loan, you might want to consider whether you are better off using the money you have in savings to pay down debt. Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

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Next Item Previous Item Go back to White Papers List As technology continues to advance at warp speed and as the demographics and dynamics of the workplace change, it’s easy to fall behind. Here’s the good news: many common challenges that companies, firms and agencies face can be solved with e-learning. Here are six key areas in which e-learning can conquer the challenges that erode morale and profits in our organizations. 1. Generational Differences Can Cause a Disconnect With 80 million Millennials in the population, these 17- to 36-year-olds (in 2017) are the largest generation to date. Myriad companies have conducted research to discover how to provide training that will appeal to Millennials and result in the optimum outcome for organizations. In many companies, firms and agencies, there is a yawning gap in communication and mutual understanding among the generations. It’s important to train Millennials in a way they respond to. It’s also critical that Millennials, Baby Boomers and Gen Xer’s understand and respect one another’s differences in communication style, career mind-set and learning preferences. This type of communication gap can be an obstacle to your organization’s success, especially if your training manager is not on board with modifying training in a way that appeals to generations other than the one he or she represents. If that’s the case, that manager probably needs training and/or coaching to learn and accept generational differences. Here are a few tips for creating Millennial-friendly training, gleaned from our personal experience in training and from myriad research studies: Keep Millennials informed. They want to know what we expect of them, what criteria we will use to evaluate them and how it will impact them. Make the training tech-based. For Millennials, education has always been delivered via online platforms. Many are “digital natives” who don’t know anything else. Make it visually compelling. Millennials are accustomed to icons, infographics and other visual representations of data. Massive blocks of text will bore them. Coach them. Follow up with them regularly. Guide them through the entire learning program, one step at a time. Many are accustomed to “sound bites,” and a longterm training program can seem overwhelming. Make training flexible and easy to access. Deliver it in a format that fits younger advisors’ lifestyles. Many younger advisors log in at 1 a.m. or midnight to watch training videos. It’s not about our schedule; it’s about their schedule. We need to note here that flexible and 24/7 training is important for veteran advisors, too. Sometimes older advisors feel like their lives are being turned upside down because of the constant, frenetic pace of change. Many of them are self-conscious about needing to get up to speed in certain areas in which younger advisors already excel. Deliver training and education they can watch anytime, anywhere, in the privacy of their homes or offices. Numerous studies show this is what veteran producers want. When we interview experienced advisors, and ask them what aspects of their current role they’re unhappy about, they often say something like, “When I first joined the firm, I got great training for the first three months, but then it disappeared.” 2. External Managers and Specialists Need to Adapt to Your Systems When you hire managers and specialists from outside the organization, it’s important to make sure their initiatives align with what you’re already doing. This is especially critical if you hire more than one external person at once. You want to make sure that if they are building something new, it’s all done according to consistent guidelines that anyone in the organization can duplicate. Each manager doing something differently is not the way to run an organization. It should be something anyone can grab off the shelf and use. Training also can help you make sure your external managers aren’t bringing ineffective systems with them. If they had used those systems successfully in their previous roles, they wouldn’t have left. 3. Staff Members Need to Learn Something New Too often, when companies and firms train staff members, they provide training that teaches them how to do the job they’re already in. Sometimes that’s necessary, but we also need to teach them skills that will help them progress and learn something new. Research shows that a lack of training is one reason talented people leave. We often see producers with anywhere from 3 to 20 staff members who do 99 percent of the client interaction. These critical support staff won’t talk with clients about subjects they don’t understand — and that translates into missed opportunities for cross-selling. Offer them training that teaches them about all the products you sell. Make it part of their responsibility to recognize what products each client needs, and reward that effort with an incentive. Your sales will skyrocket. 4. Day-to-Day Documentation Should Be a Priority Accepting the responsibility for annual compliance is something everyone learns early in this career. But what about documentation of day-to-day occurrences that can have a significant impact on your organization? What if someone hears a conversation that turns out to be important, but no one documents it? What if a customer complaint snowballs, and there is no record of what happened? Training is a simple solution. Educate everyone in your organization about the importance of documenting various interactions with clients. Specify who is responsible for what, and provide them with guidelines. Everyone needs to be able to prove that they’re handling things as they are required to by law and according to the organization’s expectations. Building a training program like this will require your management team to make some business decisions. But it needs to be done. As the old saying goes, “An ounce of prevention is worth a pound of cure.” E-training can help, whether you hire someone to customize it or you produce it in-house. 5. There Is a Lot of Expertise in Your Organization That You Can Leverage People often learn their most valuable strategies from their colleagues. By establishing focus groups, study groups, joint-work opportunities, teams and mentoring partnerships, you can leverage the vast knowledge and wisdom that already exists in your organization. Offering this type of in-house training will help you retain your reps because they are likely to value being able to learn new things. This shouldn’t be the traditional Monday new-agent school; it should be an ongoing effort to encourage reps to share what they know with their colleagues. This will be especially helpful to second-to-fifthyear agents and veteran agents, who have already completed all the formal training and may feel like they’re no longer growing. They can watch training videos together and share best practices regarding what is and is not working. And they can find ways to combine their expertise in a way that provides clients with more value. You can use e-learning with these groups for brainstorming, to look for something they haven’t seen or heard before and to serve as a refresher on concepts they may have neglected, such as networking. Advisors can use the training resources to help them grow their businesses, develop their staff or junior associates in a team-building arrangement or bring a son or daughter into the business. For example, with e-learning, a veteran producer can spend his or her time teaching the next generation valuable relationship-building skills and have the younger reps supplement that unique perspective with videos that teach the fundamentals of selling. This cannot be a set-it-and-forget-it program. I am amazed at the number of organizations that spend a lot of time building a system and delegating tasks to people, but then there is no follow-up. They have no idea if the system is working or not. But they never followed up on it, promoted it or assessed its value. 6. E-Learning Can Be a Resource, Not a Curriculum Often, bite-sized training is more effective than a longterm, formal curriculum-based program. E-learning makes it easy for reps to access ideas, concepts, education, knowledge and skills. Many reps, especially Millennials, are more likely to use training that they view as a resource, not a curriculum. It needs to be something they want to learn, not something their managers expect them to do. With “sound bites” of training, such as short videos, reps can watch a brief segment over and over again. Repetition is the mother of all learning. When you hear something many times, you become indoctrinated into it, and your recall and retention improves. Lawyers don’t know every case study or precedent. They know the fundamental concepts by heart, and they know where to find the laws, regulations and proceedings that will help them with a case. 6 Common Challenges E-Learning Can Solve

Consultant, Executive Coach and Speaker Kelli McCauley Consultant, Executive Coach and Speaker Kelli McCauley is a leadership consultant, executive coach, facilitator and speaker who works exclusively with high potential leaders in sales-performance driven industries. As an expert in improving leadership effectiveness and bottom line performance, Kelli works with the best and brightest industry leaders, executives, sales management teams and their key stakeholders. By using highly regarded leadership and coaching programs, Kelli and her team are able to help clients identify, retain and maximize employee talent for increased growth, leadership and profitability. Kelli works closely with her clients to generate fast-track success while avoiding burn-out and maintaining balance. Her expertise includes high potential leadership effectiveness and development programs, talent identification and grooming, and successor planning, identification and development. By initiating proven leadership strategies, Kelli’s clients realize outstanding performance in short periods of time. Her work is founded in research on what separates star performers from average and leadership principles developed at Harvard University. Depending on what you are looking to accomplish, she incorporates measurement tools such as SPQ*Gold (Sales Call Reluctance), 360-degree feedback reports, LPI (Leadership Practices Inventory), and many other best in class assessments. Clients of MK Performance Group continue to report breakthrough results in their business objectives, combined with increased levels of Emotional Intelligence, promotability, and satisfaction. As you can see, Kelli’s passion is partnering with leaders and helping them achieve their full potential. In addition to having a highly rewarding career, Kelli is an avid skier and lover of world culture. Bali, Thailand, Italy, Zimbabwe, and Botswana are a sampling of some of the favorite places she’s traveled to with her husband Steven M. Kress. Previous Speaker Go back to Speaker Network Next Speaker

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