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Chief Executive Officer of the Hoopis Performance Network Harry Hoopis Chief Executive Officer of the Hoopis Performance Network Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois. During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago’s Leadership in Life Award. Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual’s General Agent’s Management Association. He is still an active member of two of the industry’s most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principal author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. 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

Speaker, Consultant and Bestselling Author Jon Gordon Speaker, Consultant and Bestselling Author Jon Gordon is a speaker, consultant, and author of the international bestseller The Energy Bus: 10 Rules to Fuel Your Life, Work and Team with Positive Energy, The No Complaining Rule: Positive Ways to Deal with Negativity at Work, and Training Camp: What the Best do Better than Everyone Else. Jon’s latest book, The Shark and The Goldfish: Positive Ways to Thrive During Waves of Change, is now available. The message in Jon’s books and speaking presentations is such that NFL coaches such as Jack Del Rio, Mike Smith, the PGA Tour and the FBI have called on Jon to inspire and benefit their teams. Jon and his books have been featured on CNN, NBC’s Today Show and in Forbes, Fast Company, O Magazine, The Wall Street Journal and The New York Times. Clients such as The Atlanta Falcons, Campbell Soup, Northwestern Mutual, Publix Super Markets and JP Morgan Chase also call on Jon to bring out the best in their leaders and teams. Jon is a graduate of Cornell University and holds a masters in teaching from Emory University. When he’s not speaking to businesses or schools, you can find him playing lacrosse or basketball with his wife and two “high energy” children. Previous Speaker Go back to Speaker Network Next Speaker

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. Privacy Policy Hoopis Performance Network, LLC (“HPN”) values our customers’ participation, interests and needs, and takes great pride in its relationships with its customers. In order to provide our services as well as information regarding those services, HPN will occasionally ask you to provide us information about yourself and/or your business. This Privacy Policy describes the information we collect and how we use that information. If you have questions or concerns regarding this Privacy Policy, you can contact HPN at info@hoopis.com . By providing HPN with personal information, you expressly agree to the terms of this Privacy Policy and consent to our use and disclosure of your personal information in the manner described in this Privacy Policy. Also, by using the Service, you agree to the collection and use of information in accordance with this Privacy Policy. If you choose to visit www.hoopis.com or use any of our apps or services, your visit and any dispute over privacy is subject to this Policy and our Terms & Conditions. This Privacy Policy describes our policies and procedures on the collection, use, and disclosure of your information when you use the Service and tells you about your privacy rights, including how the law protects you. To have your personally identifiable information deleted from HPN systems, you may email [insert email], use our contact information form [insert link], or click here to MANAGE YOUR PERSONAL INFORMATION [make this a clickable link]. This Privacy Policy describes how and why HPN might collect, store, use, and/or share ("process") your information when you use our services, such as when you: Visit our website at http://www.hoopis.com , or any Website of ours that links to this Privacy Policy. Download and use our mobile applications, or any other application of ours that links to this Privacy Policy Engage with us in other related ways, including any communications, content or course interactions, or other methods. Questions or concerns? Reading this Privacy Policy will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at: info@hoopis.com Interpretation and Definitions Interpretation The words of which the initial letter is capitalized, or lower-case words referred to below, are defined as follows. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural. Definitions For purpose of this Policy, the following definitions shall apply: Account means a unique account created for you to access our Service or parts of our Service. Affiliate and Business Partners includes our parent company and any subsidiaries, joint venture partners, or other companies that we control or that are under common control with us or with whom we have a contractual business relationship. Application refers to apps created by HPN or any software program provided by the Company. re Controller means a person or organization which, alone or jointly with others, determines the purposes and means of the processing of Personal Information. Cookies are small files that are placed on your computer, mobile device or any other device by a website.. Device means any device that can access the Service such as a computer, a cell phone, or a digital tablet. Hoopis Performance Network or HPN (sometimes referred to as either "we," "us" or "our" in this Policy) means Hoopis Performance Network, LLC a Delaware limited liability company with its principal place of business at 650 Dundee Road, Suite #150, Northbrook, IL, 60062; and its successors, assigns and wholly owned affiliates and subsidiaries and their respective divisions and groups, each of which are located within the U.S. Personal Information is any information that relates to an identified or identifiable individual and also means data about an identified or identifiable individual that are within the scope of the EU General Data Protection Regulation ("GDPR"), Directive 95/46/EC on Data Protection, or the California Consumer Protection Act ("CCPA"), collected or received by HPN and recorded in any form. Processing of Personal Information means any operation or set of operations which is performed upon Personal Information, whether or not by automated means, such as collection, recording, organization, storage, adaptation or alteration, retrieval, consultation, use, disclosure or dissemination, and erasure or destruction. Sensitive Personal Information means personal information specifying medical or health conditions, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership or information specifying the sex life of the individual or, where received from a third party, data that is identified and treated as sensitive by the third party. Where individuals from non-EU member states are concerned, “Sensitive Personal Information” may also include ideological views or activities, and information on social security measures or administrative or criminal proceedings and sanctions, which are treated outside pending proceedings. Service refers to the Application or the Website or both. In addition, it may also include content and courses developed by HPN. Service Provider means any natural or legal person who processes Personal Information on behalf of HPN. It also refers to third-party companies or individuals employed by HPN to facilitate the Service, to provide the Service on behalf HPN, to perform services related to the Service or to assist HPN in analyzing how the Service is used. Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit). Website refers to hoopis.com, hpnuniversity.com, hpnelevate.com, or any other website operated by HPN and accessible from any of the aforementioned URLs. You means the individual accessing or using the Service, or the company or other legal entity on behalf of which such individual is accessing or using the Service, as applicable. Overview General overview of the information we collect HPN collects and stores a limited amount of personally identifiable information from the users of its Services. The first kind of information we collect and store is information you provide to us. When you express an interest in obtaining various products and services from us, you may provide us with several types of personally identifiable information, which may include your name, e-mail address, usernames or passwords. We may also collect or obtain additional information concerning the types of products you ordered or purchased, and the date of the order or purchase, when you register on, log on, or visit our Website or any of our Service Providers. Overview of the use and disclosure of information We use the information we collect about you in order 1) to provide our services, 2) to provide customer service, 3) to improve our services and 4) to provide you information regarding our services and those of our affiliates. We give access to personally identifiable information only to those HPN staff members who require access to fulfill these functions. We also employ other Service Providers to provide and perform certain Website and e-commerce related functions on our behalf, such as fulfilling orders, analyzing data, processing credit card payments and providing customer service. These companies and individuals may have access to personal information needed to perform these functions, but may not use it for any other purposes. These companies may also have their own privacy policies governing use of their individual services. We may also communicate with you via e-mail, U.S. mail or telephone to provide requested goods and/or services, answer questions regarding those goods and/or services, complete transactions requested by you, such as your purchase or return of a product, resolve complaints, or send you administrative communications either about your account with us or about important changes to our Services, which may include any future changes to this Privacy Policy. Generally, you cannot opt out of these communications, but they will be primarily informational in nature rather than promotional. Regardless of any opt-out choices that you make, HPN may disclose personal information when it believes in good faith that such disclosures (a) are required by law, including, for example, to comply with a court order or subpoena or (b) will help to enforce any terms and conditions of use on our Website; protect your safety or security, including the safety and security of property that belongs to you; and/or, protect the safety and security of our Website, HPN, and/or third parties, including the safety and security of property that belongs to HPN or third parties. This includes exchanging information with other companies and organizations for fraud protection and risk reduction. Finally, in the event that all or substantially all of the assets relating to Hoopis Performance Network or www.hoopis.com are transferred or sold to another entity, personally identifiable information submitted to us may be transferred to the acquiring entity. Collecting and Using Your Personal Information Types of Data Collected Personal Information While using our Service, we may ask you to provide us with certain Personal Information that can be used to contact or identify you. Personal Information may include, but is not limited to: Email address First name and last name Physical or postal address Usage Data Credit card information Usage Data Usage Data is collected automatically when using the Service. Usage Data may include information such as the Internet Protocol address (“IP address”) of the Device you use to access the Services, , browser type, browser version, the pages of our Websites that you visit, the time and date of your visit, the time spent on those pages, unique Device identifiers and other diagnostic data. When you access the Service by or through a mobile Device, HPN may collect certain information automatically, including, but not limited to, the type of mobile Device you use, your mobile Device’s unique ID, the IP address of your mobile Device, your mobile operating system, the type of mobile Internet browser you use, and other diagnostic data. We may also collect information that your browser sends whenever you visit our Service or when you access the Service by or through a mobile Device. Tracking Technologies and Cookies HPN uses Cookies and similar tracking technologies, such as beacons, tags, and scripts, to track the activity on our Service and to collect and store certain information used to improve and analyze our Service. The technologies we use may include: Cookies or Browser Cookies. A cookie is a small file placed on your Device. You can instruct your browser to refuse all Cookies or to request your permission whenever a Cookie is being sent. However, if you do not accept Cookies, you may not be able to use some parts of our Service. Unless you have adjusted your browser setting so that it will refuse Cookies, our Service may use Cookies. Web Beacons. Certain sections of our Service and our emails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit HPN to count users who have visited those pages or opened an email, for example, and to generate other related website statistics (for example, recording the popularity of a certain section or verifying system and server integrity). Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your Device when you go offline, while Session Cookies are deleted as soon as you close your web browser. We use both Session and Persistent Cookies for the purposes set out below: Necessary / Essential Cookies Type: Session Cookies Administered by: Us Purpose: These Cookies are essential to provide you with services available through the Website and to enable you to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts. Without these Cookies, the services that you have asked for cannot be provided; HPN only uses these Cookies to provide you with those services. Cookies Policy / Notice Acceptance Cookies Type: Persistent Cookies Administered by: Us Purpose: These Cookies identify if users have accepted the use of cookies on the Website. Functionality Cookies Type: Persistent Cookies Administered by: Us Purpose: These Cookies allow us to remember choices you make when you use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide you with a more personal experience and to avoid you having to re-enter your preferences every time you use the Website. For more information about the Cookies we use and your choices regarding Cookies, please visit our Cookies Policy or the Cookies section of our Privacy Policy. Use of Your Personal Information Hoopis Performance Network, LLC may use Personal Information for the following purposes: To provide and maintain our Service, including to monitor the usage of our Service. To manage your Account: to manage your registration as a user of the Service. The Personal Information you provide can give you access to different functionalities of the Service that are available to you as a registered user. For the performance of a contract: the development, compliance and undertaking of a contract for the products or services you have purchased or of any other contract with us through the Service. To contact you: To contact you by email, telephone calls, SMS, or other equivalent forms of electronic communication, such as a mobile application’s push notifications, regarding updates or informative communications related to the functionalities, products or contracted services, including the security updates, when necessary or reasonable for their implementation. To manage your requests: To attend and manage your requests to HPN. For business transfers: We may use your information to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which Personal Information held by us about our Service users is among the assets transferred. For other purposes: We may use your information for other purposes, such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve our Service, products, services, marketing and your experience. HPN may share your personal information in the following situations: With Service Providers: We may share your personal information with Service Providers to monitor and analyze the use of our Service, or to contact you. For business transfers: We may share or transfer your personal information in connection with, or during negotiations of, any merger, sale of Company assets, financing, or acquisition of all or a portion of our business to another company. With Affiliates: We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy. Affiliates include our parent company and any other subsidiaries, joint venture partners or other companies that we control or that are under common control with us. With business partners: We may share your information with our business partners to offer you certain products and services. With other users: when you share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside of HPN. With your consent: We may disclose your personal information for any other purpose with your consent. Retention of Your Personal Information HPN will retain Your Personal Information only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Information to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies. HPN will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a short period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer time periods. Transfer of Your Personal Information Your information, including Personal Information, is processed at HPN's operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer. HPN will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Information will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information. Delete Your Personal Information You have the right to delete or request that HPN assist in deleting the Personal Information that we have collected about you. Our Service may give you the ability to delete certain information about you from the Service. You may update, amend, or delete your information at any time by contacting us to request access to, correct, or delete any personal information that you have provided to us. Please note, however, that we may need to retain certain information when we have a legal obligation or lawful basis to do so. Disclosure of Your Personal Information Business Transactions If HPN is involved in a merger, acquisition or asset sale, your Personal Information may be transferred. We will provide notice before your Personal Information is transferred and becomes subject to a different Privacy Policy. Law enforcement Under certain circumstances, HPN may be required to disclose your Personal Information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency). Other legal requirements HPN may disclose your Personal Information in the good faith belief that such action is necessary to: Comply with a legal obligation Protect and defend the rights or property of the Company Prevent or investigate possible wrongdoing in connection with the Service Protect the personal safety of Users of the Service or the public Protect against legal liability Security of Your Personal Information The security and confidentiality of your information is extremely important to HPN but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to meet security standards and use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security. We have implemented technical, administrative, and physical security measures to protect customer’s information from unauthorized access and improper use. Please be aware that, despite our best efforts, no security measures are perfect or impenetrable. HPNwill take reasonable precautions to protect Personal Information in its possession from loss, misuse and unauthorized access, disclosure, alteration, and destruction, taking into due account the risks involved in the processing and the nature of the Personal Information. Mobile Specific Information Mobile Device Access: We may request access to or permission to use certain features from your mobile device, including (but not limited to) your mobile device's camera, reminders, storage, and other features. If you wish to change our access or permissions, you may do so in your device’s settings. Push Notifications: We may request to send you push notifications regarding your account or certain features of the application(s). If you wish to opt out from receiving these types of communications, you may turn them off in your device's settings. Content Information: Apps created by HPN are not designed to collect or display end-user provided content or any content uploaded by you. For your privacy, we do not allow users to upload video, we do not collect user videos, and we do not display user collected videos. All content found within HPN apps including (but not limited to) any designs, images, animations, videos, audio files, fonts, logos, illustrations, compositions, artworks, interfaces, text, drawings, literary works and any other materials have been created by HPN or its partners for users of our app as part of our Service. HPN content and courses are created and developed under copyright and license agreements giving contractional permission for HPN to distribute this developed content to our users. All content, including videos, found within our mobile apps are privacy-released by our performers and content partners with permission to display that content to our users within our apps. Additional collected app information: Any additional information that you provide or is collected though usage of our apps is primarily needed to maintain the security and operation of our application(s), for troubleshooting, and for our internal analytics and reporting purposes. Any other additional information you provide may be collected for any other purpose with your consent. All personal information that you provide to HPN must be true, complete, and accurate, and you must notify us of any changes to such personal information. Controls for DO-NOT-TRACK features Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track ("DNT") feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage, no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, HPN does not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this privacy notice. Links to Other Websites Our Service may contain links to other websites that are not operated by HPN or covered by this privacy policy. If you click on a third-party link, you will be directed to that third party's site. WE STRONGLY ADVISE YOU TO REVIEW THE PRIVACY POLICY OF EVERY SITE YOU VISIT. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. Children's Privacy Our Service is not addressed to anyone under the age of 18. HPN does not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your child has provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from anyone under the age of 18 without verification of parental consent, we will remove that information from our servers. HPN does not knowingly collect personal information from or conduct business with minors (under the age of 18) and we ask that minors do not submit any personal information to us via this Website. California Residents California Civil Code Section 1798.83, also known as the "Shine The Light" law permits our users who are California residents to request and obtain from HPN, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below. CCPA Privacy Notice This section applies only to California residents. Under the California Consumer Privacy Act (CCPA), you have the rights listed below. The California Code of Regulations defines a "residents" as: (1) every individual who is in the State of California for other than a temporary or transitory purpose and (2) every individual who is domiciled in the State of California who is outside the State of California for a temporary or transitory purpose All other individuals are defined as "non-residents." If this definition of "resident" applies to you, we must adhere to certain rights and obligations regarding your personal information. Your rights with respect to your Personal Information Right to request deletion of the data — Request to delete You can ask HPN for the deletion of your personal information. If you ask us to delete your personal information, we will respect your request and delete your personal information, subject to certain exceptions provided by law, such as (but not limited to) the exercise by another consumer of his or her right to free speech, our compliance requirements resulting from a legal obligation, or any processing that may be required to protect against illegal activities. Right to be informed — Request to know Depending on the circumstances, you have a right to know: whether we collect and use your personal information; the categories of personal information that we collect; the purposes for which the collected personal information is used; whether we sell or share personal information to third parties; the categories of personal information that we sold, shared, or disclosed for a business purpose; the categories of third parties to whom the personal information was sold, shared, or disclosed for a business purpose; the business or commercial purpose for collecting, selling, or sharing personal information; and the specific pieces of personal information we collected about you. In accordance with applicable law, we are not obligated to provide or delete consumer information that is de-identified in response to a consumer request or to re-identify individual data to verify a consumer request. Right to Non-Discrimination for the Exercise of a Consumer’s Privacy Rights We will not discriminate against you if you exercise your privacy rights. Right to Limit Use and Disclosure of Sensitive Personal Information We will not collect or process your Sensitive Personal Information. Verification process Upon receiving your request, HPN will need to verify your identity to determine you are the same person about whom we have Personal Information in our system. These verification efforts require us to ask you to provide information so that we can match it with information you have previously provided us. For instance, depending on the type of request you submit, we may ask you to provide certain information so that we can match the information you provide with the information we already have on file, or we may contact you through a communication method (e.g., phone or email) that you have previously provided to us. We may also use other verification methods as the circumstances dictate. HPN will only use personal information provided in your request to verify your identity or authority to make the request. To the extent possible, we will avoid requesting additional information from you for the purposes of verification. However, if we cannot verify your identity from the information already maintained by us, we may request that you provide additional information for the purposes of verifying your identity and for security or fraud-prevention purposes. We will delete such additionally provided information as soon as we finish verifying you. Other privacy rights You may object to the processing of your personal information. You may request correction of your Personal Information if it is incorrect or no longer relevant or ask to restrict the processing of the information. You can designate an authorized agent to make a request under the CCPA on your behalf. We may deny a request from an authorized agent that does not submit proof that they have been validly authorized to act on your behalf in accordance with the CCPA. You may request to opt out from future sharing of your Personal Information to third parties. Upon receiving an opt-out request, we will act upon the request as soon as feasibly possible, but no later than fifteen (15) days from the date of the request submission. To exercise these rights, you can contact us by email at info@hoopis.com , by calling toll-free at (847) 716-1800, or by referring to the contact details at the bottom of this document [insert a link to exercise these rights. If you have a complaint about how we handle your data, we would like to hear from you. Users Located Outside the United States If you are visiting HPN Sites outside the United States, please be aware that information we collect from the Sites will be transferred to, and processed in, the United States and other countries. By using the Sites, you acknowledge and consent to the transfer and processing of your Personal Information in the United States as described in this Policy.[insert link – I AGREE] GDPR Privacy This section applies only to residents and citizens of the European Union. Legal Basis for Processing Personal Information under the General Data Protection Regulation (the “GDPR”) HPN may process Personal Information under the following conditions: Consent: you have given your consent for processing Personal Information for one or more specific purposes. Performance of a contract: Provision of Personal Information is necessary for the performance of an agreement with you and/or for any pre-contractual obligations thereof. Legal obligations: Processing Personal Information is necessary for compliance with a legal obligation to which HPN is subject. Vital interests: Processing Personal Information is necessary in order to protect your vital interests or of another natural person. Public interests: Processing Personal Information is related to a task that is carried out in the public interest or in the exercise of official authority vested in the Company. Legitimate interests: Processing Personal Information is necessary for the purposes of the legitimate interests pursued by HPN. In any case, HPN will gladly help to clarify the specific legal basis that applies to the processing, and in particular whether the provision of Personal Information is a statutory or contractual requirement, or a requirement necessary to enter into a contract. Your Rights under the GDPR HPN undertakes to respect the confidentiality of your Personal Information and to guarantee you can exercise your rights. You have the right under this Privacy Policy, to: Request access to your Personal Information. The right to access, update or delete the information we hold about you. You can access, update or request deletion of your Personal Information by contacting us to assist you. This also enables you to receive a copy of the Personal Information we hold about you. Request correction of the Personal Information that we hold about you. You have the right to have any incomplete or inaccurate information we hold about you corrected. Object to processing of your Personal Information. This right exists where we are relying on a legitimate interest as the legal basis for our processing and there is something about your particular situation which makes you want to object to our processing of your Personal Information on this ground. You also have the right to object where we are processing your Personal Information for direct marketing purposes. Request erasure of your Personal Information. You have the right to ask us to delete or remove Personal Information when there is no good reason for us to continue processing it. Request the transfer of your Personal Information. HPN will provide to you, or to a third-party you have chosen, your Personal Information in a structured, commonly used, machine-readable format. Please note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you. Withdraw your consent. You have the right to withdraw your consent to our use of your Personal Information. If you withdraw your consent, we may not be able to provide you with access to certain specific functionalities of the Website. Exercising your GDPR Data Protection Rights You may exercise your rights of access, rectification, deletion, and objection by contacting us. Please note that we may ask you to verify your identity before responding to such requests. If you make a request, we will try our best to respond to you as soon as possible. You have the right to complain to a data protection authority about our collection and use of your Personal Information. For more information, if you are in the European Economic Area (EEA), please contact your local data protection authority. Members of the EU whose data is transferred into the U.S. and Data Privacy Framework HPN complies with the EU-U.S. Data Privacy Framework (the “EU-U.S. DPF”) as set forth by the U.S. Department of Commerce. HPN has certified to the U.S. Department of Commerce that it adheres to the EU-U.S. Data Privacy Framework Principles with regard to the processing of Personal Information received from the European Union in reliance on the EU-U.S. DPF. To learn more about the Data Privacy Framework (“DPF”) program, and to view our certification, please visit https://www.dataprivacyframework.gov/ Data Privacy Overview The U.S. Department of Commerce and the European Commission have agreed on a set of data protection principles and associated supplemental principles to enable U.S. companies to satisfy European Union (“EU”) law by requiring that Personal Information transferred from the EU to the U.S. be adequately protected (the “EU-U.S Data Privacy Framework (EU-U.S. DPF)”). The European Economic Area (the “EEA”), which as of the date of this Policy includes all member states of the EU plus Iceland, Liechtenstein, and Norway, have recognized the EU-U.S. Data Privacy Framework as providing adequate protection of Personal Information. Should there be any conflict between the EU-U.S. Data Privacy Framework Principles and this Policy, this Policy shall be interpreted to be consistent with the EU-U.S. Data Privacy Framework Principles. Scope This Policy applies to all Personal Information received by HPN in the United States from the EEA either directly from individuals, from its affiliates or from other third party organizations, and in any format whatsoever, including electronic, paper or oral transmission. This Policy also applies to HPN’s Service Providers that process Personal Information received by HPN or its affiliates from the EEA on HPN's behalf. Privacy Principles for Transfer of Personal Information Received from the EEA The privacy principles set forth in this section have been developed based on the EU-U.S. Data Privacy Framework Principles. Notice Where HPN collects Personal Information directly from individuals in the EEA or receives it from its European affiliates, it or its European affiliates will inform those individuals about the purposes for which they collect and use Personal Information about them; the transfer of Personal Information to HPN in the U.S.; the types or identity of third parties to which HPN discloses that information and the purposes for which it does so; and the choices and means HPN offers individuals for limiting the use and disclosure of their Personal Information. Notice will be provided in clear and conspicuous language when individuals are first asked to provide Personal Information to HPN or as soon as practicable thereafter, and in any event before HPN uses the information for a purpose other than that for which it was originally collected. HPN may, from time to time, process certain Personal Information about customers, business partners, suppliers, vendors, Service Providers, employees and candidates for employment, including information recorded and stored on various types of media, including electronic media. Hoopis Performance Network will process these types of data in conformity with the EU-U.S. Data Privacy Framework Principles and will continue to apply the Principles to Personal Information received under the application of the DPF as long as it holds this data. Purposes for which we may collect and use Personal Information from our customers, consumers and other non-employees include: Communicating to individuals about our products, services and related issues. Evaluating the quality of our products and services. Allowing individuals to register for our Websites and administering and processing these registrations. Transferring Personal Information in connection with HPN’s legal, regulatory compliance and auditing purposes. Facilitating HPN’s internal administrative purposes and application functionality; and maintaining, administering, and complying with HPN’s legal, regulatory compliance and auditing obligations, policies, and procedures. Execution of contracts and delivery of our products and services to customers. We may share Personal Information within HPN’s U.S. Affiliates. HPN may also share Personal Information with its third-party Service Providers for the sole purpose of, and only to the extent needed, to support HPN’s or our customers’ business needs. We may also disclose Personal Information to our Service Providers in the U.S. and other third parties when required to do so under law or by legal process. Third Party Service Providers are required to keep Personal Information received from HPN confidential and may not use it for any purpose other than originally intended. Choice HPN will offer individuals in the EEA the opportunity to choose (by either opt-out or opt-in) if their Personal Information is (a) to be disclosed to a third party that is not acting on HPN’s behalf, or (b) to be used for a purpose materially different from the purpose for which it was originally collected or subsequently authorized by the individual. [insert link to opt in or out] HPN will provide individuals with reasonable, clear and conspicuous and readily available mechanisms to exercise these choices. Accountability for Onward Transfer HPN will transfer Personal Information to Service Providers only for limited and specific purposes. HPN will obtain contractual assurances from its Service Providers that they will safeguard Personal Information in a manner consistent with this Policy and that they will provide at least the same level of protection as is required by the relevant EU-U.S. Data Privacy Framework Principles. HPN recognizes its responsibility and potential liability for onward transfers to Service Providers. Where HPN has knowledge that a Service Provider is using or disclosing Personal Information in a manner contrary to this Policy and/or the level of protection required by the EU-U.S. Data Privacy Framework Principles, HPN will take reasonable steps to prevent, remediate or stop such use or disclosure. If HPN transfers Personal Information to non-agent third parties acting as a Controller, HPN will apply the foregoing Notice and Choice principles and will obtain contractual assurance from these parties that they will provide the same level of protection as is required under the principles, unless derogation for specific situations under European data protection law applies. Access You can review the personal information you provided us and make any desired changes to such information at any time by requesting a copy of the information maintained by HPN about you at info@hoopis.com. Upon request and in accordance with the EU-U.S. Data Privacy Framework Principles, HPN will grant individuals reasonable access to their Personal Information that is held by HPN. In addition, HPN will take reasonable steps to permit individuals to correct, amend, or delete their Personal Information that is demonstrated to be inaccurate, incomplete or processed in violation of the EU-U.S. Data Privacy Framework Principles. In accordance with the EU-U.S. DPF Principles, Hoopis Performance Network may limit or deny access to Personal Information where the burden or expense of providing access would be disproportionate to the risks to the individual’s privacy, where the legitimate rights of persons other than the individual would be violated or if necessary to safeguard important countervailing public interests (e.g., national security) or in other limited circumstances (e.g., disclosure would breach a legal or other professional privilege). Data Integrity and Purpose Limitation HPN will use Personal Information only in ways that are compatible with the purposes for which it was originally collected or as subsequently authorized by the individual. HPN will also take reasonable steps to ensure that Personal Information is relevant to its intended use, accurate, complete, and current. HPN will adhere to the EU-U.S. Data Privacy Framework Principles with respect to Personal Information received under its EU-U.S. DPF certification for as long it retains said information. Recourse, Enforcement and Liability HPN utilizes the self-assessment approach to verify its compliance with those sections of its Policy adopted pursuant to the EU-U.S. DPF. HPN periodically verifies that those sections are accurate, comprehensive for the information intended to be covered, prominently displayed, completely implemented, and in conformity with the EU-U.S. Data Privacy Framework Principles. HPN will investigate complaints and disputes regarding use and disclosure of Personal Information in accordance with the EU-U.S. Data Privacy Framework Principles. HPN will also investigate suspected infractions of this Policy. HPN’s participation in the EU-U.S. Data Privacy Framework is subject to investigation and enforcement powers of the Federal Trade Commission (FTC). HPN encourages interested persons with questions or concerns relating to this Policy to contact us using the contact information below. In compliance with the EU-U.S. DPF, HPN commits to resolve DPF-Principles-related complaints about our collection and use of your Personal Information. EU individuals with inquiries or complaints regarding our handling of Personal Information received in reliance on the EU-U.S. DPF should first contact HPN at: Hoopis Performance Network, LLC ATTN: Paul Malave 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Unites States Email: info@hoopis.com Phone: (847) 716-1800 In compliance with the EU-U.S. DPF, HPN commits to refer unresolved complaints concerning our handling of Personal Information received in reliance on the EU-U.S. DPF to EU data protection authorities or an alternative dispute resolution provider based in the European Union. If you do not receive timely acknowledgment of your DPF-Principles-related complaint from us, or if we have not addressed your DPF-Principles-related complaint to your satisfaction, please visit https://edpb.europa.eu/about-edpb/about-edpb/members_en for more information or to file a complaint. The services of EU data protection authorities are provided at no cost to you. Under certain conditions detailed in the EU-U.S. Data Privacy Framework, you may be able to invoke binding arbitration. If your DFP complaint cannot be resolved through the above channels, under certain conditions, you may invoke binding arbitration for some residual claims not otherwise resolved by other redress mechanisms. For more information about binding arbitration, visit https://www.dataprivacyframework.gov/s/article/G-Arbitration-Procedures-dpf?tabset-35584=2 [dataprivacyframework.gov]. HPN agrees to periodically review and verify its compliance with the EU-U.S. Data Privacy Framework Principles, and to remedy any issues arising out of failure to comply with the EU-U.S. DPF Principles. HPN acknowledges that its failure to provide an annual self-certification to the U.S. Department of Commerce will remove it from the Department’s list of EU-U.S. DPF participants. Limitations HPN may also be required to disclose, and may disclose, Personal Information in response to lawful requests by public authorities, including for the purpose of meeting national security or law enforcement requirements. HPN adherence to the EU-U.S. Data Privacy Framework Principles may be limited (a) to the extent necessary to meet applicable national security, public interest, or law enforcement requirements, e.g., in the course of lawful requests by public authorities (b) by statute, government regulation, or case law that creates conflicting obligations or explicit authorizations, provided that, in exercising any such authorization, an organization can demonstrate that its non-compliance with the principles is limited to the extent necessary to meet the overriding legitimate interests furthered by such authorization; or (c) if the effect of the Directive or Member State law is to allow exceptions or derogations, provided such exceptions or derogations are applied in comparable contexts. Data Privacy Framework Changes and Updates to EU-U.S. DPF Policy This Policy may be amended from time to time, consistent with the requirements of the EU-U.S. Data Privacy Framework Principles. Appropriate public notice will be given concerning such amendments. Contact Us Questions or comments regarding this Policy or our practices concerning Personal Information should be submitted to Hoopis Performance Network by mail or e-mail as follows: Hoopis Performance Network, LLC 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Unites States Email: info@hoopis.com Phone: (847) 716-1800 Changes to this Privacy Policy HPN may update its Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. Updates shall be effective on the date the change is posted. If we are going to use or disclose your Personal Information in a manner materially different from that stated at the time we collected the information, you will have a choice as to whether or not we use or disclose your information in this new manner. Any material changes will be effective only after we provide you with at least 30 days’ notice of the amended Privacy Policy. We will post the amended Privacy Policy prominently on our Website so that you can always review what information we gather, how we might use that information and whether we will disclose it to anyone. Please check the HPN Websites at any time for the most current version of our Privacy Policy. In addition: We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the "Last updated" date at the bottom of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page. Effective Date This Policy is effective as of September 01, 2023. Last updated: October 09, 2023.

Next Item Previous Item Go back to White Papers List Many of the methods we use to persuade and motivate others such as nagging, pleading, coercing and brute force, not only fail to work, but many times, they make things worse by making people mistrust or even become angry. Some persuasion tactics will not only hurt the cause, but damage relationships by creating resentment or remorse. Effective persuasion is different. It’s subtle, unsuspecting, and non-confrontational. The human mind is surprisingly malleable and easy to manipulate, if you know what it is you want and what you’re doing. When you effectively persuade, you are not trying to control someone. You are trying to nudge them to take action or see things from a different perspective. One’s ability to persuade has held great social prestige in the ancient Greek world and throughout history. Aristotle was the first to introduce persuasion as a skill that could be learned. He argued that the most effective persuasive attempts contain three concepts: ethos, pathos, and logos. Ethos Ethos refers to the character of the speaker. If audiences believe that the speaker is credible, they are more likely to be persuaded. He believed that this includes body type, movement, dress, body language, sincerity, word choice, and reputation, in addition to expertise and charisma. Ethos is about the audience’s perception of credibility and it is the most powerful of the three persuasive means, according to Aristotle. Pathos Pathos is the psychological and emotional state of the audience. Aristotle believed that our ability to be persuaded is closely connected to how pleased and friendly or pained and hostile we are feeling. He also recommended that we determine the difference between our audience’s actual state of mind and their desired state of mind. If you can help them see how to get from their current state to their desired state, you can persuade people to do almost anything. Logos Logos refers to the actual substance of a message, or logic provided as proof to the listener. Aristotle argued that humans are basically reasonable beings who make decisions based on what makes sense. You can be more persuasive and convincing by using reason and logic in your arguments. Influence: The Psychology of Persuasion Whether you are selling financial instruments, insurance, or boiled peanuts, the psychology behind selling, is deeply rooted in persuasion, which is influencing someone to believe or act in a specific way. Many people have observed and commented on persuasion, but Robert Cialdini is the most quoted in business and how persuasion relates to sales and marketing. In Influence: The Psychology of Persuasion, originally published in 1984, Cialdini identifies six principles of persuasion, which have been expanded by others over the years. Let’s first look at these six principles – reciprocity, scarcity, authority, consistency, liking, and consensus – and how you can apply them to prospecting and acquiring new clients. Reciprocity Reciprocity is a social convention that compels people to return a favor to someone who does something nice for them. You probably heard the adage, “You scratch my back, I’ll scratch yours.” Companies may send free samples of a product with the hope (and proven trackrecord) that the receiver will likely feel an obligation to buy the product. This, and offering “extras” or “bonuses,” are common examples of reciprocity. Since it’s impossible to give free samples, extras, or bonuses of insurance, stocks, and commodities, your gift to clients can be your knowledge. Consider creating video content, downloads, and e-books to attract clients on your website, or offer free workshops or webinars. The real power of reciprocity lies in the fact that it’s such a strong social norm, and a universally expected give back. While not everyone practices reciprocity, the majority of people will, without even realizing it. Keep in mind that you should never expect reciprocity, so do it for them, not for you. Reciprocity works when there is no expectation of return because the sincerity of the gesture is what gives it its power. The need to return the favor is strongest when the initial favor was done with no expectation of repayment. Be generous and helpful as often as possible, in the hope that those you help will be on your side when you need them in the future. When used regularly, reciprocity can be an indispensable sales tool. Scarcity The economic principle of scarcity has been around for ages. When resources are in short supply, people want more of them. Understanding the psychology of scarcity and how it can impact decision-making can give you an additional edge in the sales process. Using the principle of scarcity to persuade others requires that you create a sense of urgency, motivating people to act. You see scarcity being used all the time in ads that say, “Selling Fast,” “Only 3 left,” and “Limited Time Only.” In the financial services industry, salespeople can create that sense of urgency by sharing with prospects what they risk losing if they don’t act on your proposal today. Appealing to your client’s fundamental needs of shelter, love, self-esteem, and self-actualization can be very persuasive. For example, an agent/advisor selling life insurance may ask a client what will happen if he or she dies. What will happen to your family? Will they have money to survive? How will your death financially impact your family, and will they be able to maintain their lifestyle? Some agents/advisors apply this principle by limiting their availability. Don’t tell a prospective client that your schedule is “wide open.” Instead, give two options for when you “can squeeze them in.” Be careful not to create a false sense of urgency or you will lose credibility. Sincerity and truthfulness are keys to repeat business and lifelong clients. Authority Establishing authority and credibility that you know about the service you are providing or the product you are selling is especially important in the financial services industry. People will generally listen and act when they feel they are with credible experts. If you speak confidently, clearly and concisely, people are more likely to listen to you, to take what you have to say seriously, and to agree with you. Prepare what you want to say and practice it. Write out your scripts and practice them regularly. When speaking, avoid filler words (such as ‘umm’, ‘err’ or ‘like’) because these suggest that you’re struggling to express your message or that you are uncertain about its validity. Establishing authority means you must send signals to prospects about what makes you an authority before you attempt to persuade them. This also requires walking a fine line between confidence and arrogance. People don’t want to hear you boast about your accomplishments or about how smart you are. Your website and digital marketing campaigns play a valuable role in establishing authority. Providing accurate, educational content on a regular basis through video content, newsletters, and blogs, will demonstrate your knowledge to others, making it more likely that they will buy from you. Consistency Most people don’t like to go back on their actions or words. Once they say something, human nature will tend to make people stick to what they said, in fear of looking indecisive. Applying the principle of consistency to the sales process is about asking for small actions and commitments from prospective clients throughout the sales process, also known as the “yes ladder.” Giving them early and small opportunities to agree with you allows them to be a part of the process and makes it easier for them to give you the “big yes” later. Some people refer to this as the “foot in the door” technique since once you get your foot in the door, it’s harder for them to close it. Your clients need to feel like they were not forced into decisions, or they may get cold feet or resent you. You can ask for commitments from prospective clients during website or in-person interaction. For example, ask for an email when you offer free content, ask a prospect to commit to a phone or office appointment, or ask a prospect to take a survey about their needs. Consistency is built through regular communication and interaction. Liking Prospective clients are more likely to buy from salespeople they like. Cialdini outlines three specific elements of the likability principle: People like those who are similar to them. People like those who pay them compliments. People like those who cooperate. The best salespeople will take time to make a personal connection with prospects about things that have nothing to do with the product or service they are offering, either on the phone or in person. They might talk about kids, sports, television, movies, college, or any other common ground. Applying the liking principle online is a bit trickier, and it can take more time. The single best way to create likability online is by creating an outstanding ‘About Us’ page on your website or a bio page, if you are an agent/advisor. Tell your readers about your hobbies, your core values, and why you enjoy helping and educating your clients. The more likable you are, the more people you will persuade to buy from you. People tend to adopt a “herd” mentality, meaning they may look to others to make decisions. This behavior is often driven by the desire to fit in. Many may think, “If they are doing XYZ, so can I.” You can apply the principle of consensus to the sales process by harnessing the power of testimonials. Whether you share videos, blog posts, or talking to a prospect in person, sharing success stories from current and previous clients inspires prospects to “jump on the bandwagon.” Another powerful way to activate consensus is through online reviews from third-party sites. Prospects searching for you online can see positive comments, encouraging them to join others who have done successful business with you. Additional Tips and Techniques As a spin-off from these basics’ techniques outlined by Cialdini, there are other persuasion tips and techniques which can also help you to effectively persuade others. Keep in mind that the ultimate goal of persuasion is to convince the client or prospect to adopt a new attitude as a part of their own core belief system and choose to buy from you. Content Organization If you carefully describe or explain things in such a way that influences how the recipient interprets the information, you are ‘framing’ that content. This technique is often used to influence audiences in political debates. The three core elements of framing include: Placement – Make sure you choose the right time, place and people to communicate with. Are both members of a partnership in attendance? Approach – Make sure you carefully construct how your argument is presented. Focus on the positives, rather than any potential downsides of an agreement. Words – Make sure to select the most appropriate words to explain your viewpoint. Mark Twain once said, “The difference between similar words and the right words is the difference between lightning and the lightning bug.” Choose your words wisely. An example of this is the difference between using the words “cheap” and “inexpensive.” It is important to frame your words to say how you want your client to feel. Go Big and Then Small This approach is the opposite of the “foot in the door” approach or “consistency” principle. A salesperson will begin by making a large and possibly unrealistic request. The individual responds by refusing. The salesperson then responds by making a much smaller request, with may often come off as conciliatory. People often feel obligated to respond positively to these offers. Since they refused that initial request, people often feel compelled to help the salesperson by accepting the smaller request. Anchor Points The anchoring bias is a technique that can have a powerful influence when negotiating or selling. Basically, your first offer has the tendency to become an anchoring point for all future negotiations. An example of this is if you are trying to sell an insurance policy. If you suggest a larger policy first, that larger policy will become the anchoring starting point for your client’s decision. While you might not sell a policy that large, starting high might lead you to getting a higher sale. “But You Are Free” By simply reminding those who you’re talking to that they are free to make their own decision on whatever the topic you’re discussing, will make them more comfortable and feel less pressured. This is a highly effective strategy that is easy to implement. Body Language Never underestimate the power of your body language, which has a significant impact on your ability to persuade: Smile naturally. This will make you seem approachable and likeable. Raise your eyebrows. This signals you are not a threat, and gives the impression that you are friendly and approachable. Avoid crossing your arms and putting your hands in your pockets. These are “closed” positions and they signal that you are not flexible, comfortable, or approachable. Use eye contact. Making regular eye contact shows an interest in the conversation and the person you are talking to. You will also appear as more trustworthy. Show your palms. This technique goes back to the cave men days when the first thing we need to verify is that the visitor is not holding a weapon. No matter how far this dates back, it still indicates you are telling the full story. Clothing While these may seem subconscious, they have proven important and effective in aiding persuasion. Show your neck. This indicates that you are unthreatening and easy to approach. Color. Make a special attempt not to clash with your environment. Wear colors that soften your look without weakening you. Wear colors that make you feel confident. Professionalism. While it’s important to establish authority through your clothing, you don’t want to appear to be inflexible or inappropriate for the situation in which you are meeting. Conclusion Persuasion is not a new concept but is one that is used in advertisements and conversations every day. Techniques for improving your ability to persuade others are likely to make you more successful. Keep in mind Zig Ziglar’s words, “The most powerful persuasion tool you have in your entire arsenal is your integrity. The Power of Persuasion

Principal, National Sales Leader at LTCI Partners Steve Cain Principal, National Sales Leader at LTCI Partners Steve Cain leads the sales team at LTCI Partners, a nationwide brokerage agency fully devoted to serving the Long-Term Care industry. Steve also served as Senior Vice President and the National Sales Leader of Long-Term Care Insurance (LTCI) for Marsh Private Client Services, a division at Marsh USA, Inc., where he helped build Marsh into one of the industry’s largest wholesale and retail distributors of LTCI. Prior to joining Marsh, Cain worked for a third-party administrator introducing several insurance carriers’ products into the brokerage market. With additional experience that ranges from the home office to retail sales, to the brokerage market, Cain has gained valuable insight on all aspects of the industry, from sales and marketing, underwriting, policy administration, and claims. Steve Cain’s commitment to enhance awareness of the LTCI industry, he regularly addresses industry groups such as the Association for Advanced Life Underwriting (AALU), State Bar Associations, the American Association for Long-Term Care Insurance (AALTCI), the Society of Actuaries (SOA), the National Association of Health Underwriters (NAHU), the Million Dollar Round Table (MDRT), and the National Association of Insurance and Financial Advisors (NAIFA). Previous Speaker Go back to Speaker Network Next Speaker

Speaker, Author, Coach, Boxer, Knock Out Networker Michael Goldberg CSP Speaker, Author, Coach, Boxer, Knock Out Networker Michael Goldberg has helped thousands of financial advisors, brokers, and agents generate hundreds of thousands of dollars using his Knock-Out Networking system. Michael’s firm Knock Out Networking has been recognized as a speaking and training resource in the insurance and financial services industry for over 20 years. Michael launched THE Networking Group in 2014, a national networking organization with over 60 Members across the U.S. and Canada. Michael speaks at conferences and associations, runs sales meetings, and delivers “results driven” programs on networking, referral marketing, and recruiting. Clients include Morgan Stanley, Merrill Lynch, UBS, Oppenheimer, Mass Mutual, Chubb Insurance, Mutual of Omaha, and Aflac. Michael writes regular columns for various industry publications and has been referenced in the Harvard Business Review and Fast Company magazine. His blog 3-Minute Rounds has thousands of subscribers worldwide. Michael is a two-time TEDx Speaker and has spoken at major conferences in the financial services industry including the Million Dollar Round Table (MDRT). His book Knock Out Networking for Financial Advisors is considered a “go to” for new advisors, top producers, and field leaders in the industry. Michael is a Certified Speaking Professional (CSP), an earned designation awarded by the National Speakers Association and the International Federation for Professional Speakers to recognize demonstrated commitment and success in the speaking profession. Fewer than 5 percent of the thousands of speaking professionals worldwide hold this designation. Michael has been an award-winning adjunct professor teaching public speaking at Rutgers University since 2004 and frequently volunteers as a speaker at organizations focused on career search. Previous Speaker Go back to Speaker Network Next Speaker

Speaker, Prosperity Expert, NY Times Best Selling Author Ellen Rogin CPA, CFP® Speaker, Prosperity Expert, NY Times Best Selling Author Ellen Rogin, CPA, CFP® is a New York Times bestselling author of Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality and Amazon bestseller Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money. A former top-producing financial advisor and founder of a successful wealth management firm, Ellen brings firsthand experience in building and scaling a profitable practice. She is a TEDx speaker, international presenter, and trusted consultant to the financial services industry. Ellen empowers advisors to elevate their influence, intuition, and income through her innovative Money Talks! programs, helping them create deeper client connections and lasting success. Known for her engaging and transformative presentations, Ellen is passionate about helping conscious advisors in financial services thrive in their careers and beyond. Previous Speaker Go back to Speaker Network Next Speaker

Best Selling Author, International Speaker, and Business Coach Jane Blaufus Best Selling Author, International Speaker, and Business Coach Jane Blaufus is the bestselling author of the book WITH THE [STROKE] OF A PEN: Claim your life. Her book and companion planning binder have become recognized as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals and business owners alike. She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager, and executive responsible for the development, delivery, and implementation of recruiting and selection processes and sales and marketing training to thousands of people in the sales force. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada where she consults extensively into the financial services industry. Jane is a sought-after international keynote speaker delivering a highly rated MDRT Vancouver 2016 session and was showcased in the ROUND the TABLE magazine 2016 Annual Meeting Highlights. She was also a featured speaker on the main platform at the MDRT PEAK 2017 Convention in Pattaya, Thailand. Jane is a frequent guest expert on national TV/Radio, and a Huffington Post blogger. Her reputation and expertise make her an influential coach to many financial services professionals across Canada and the United States. Jane believes that to excel in today’s marketplace, the key to success is relationship building and she walks the walk and talks the talk. Previous Speaker Go back to Speaker Network Next Speaker

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