President, Sales Activity Management Mickey Straub President, Sales Activity Management President and Founder of Sales Activity Management, Inc. (SAM), started his career as an agent for 16 years; two as a federal agent and 14 as an insurance agent. Mickey launched SAM in 1995 to help ensure sales professionals get the right tools and leadership they need to help them succeed. He felt then, as he does now, that low producer performance and high turnover is expensive financially and emotionally. SAM grew 50% annually for the first decade and now has more than 55,000 clients, with offices in Chicago and Philadelphia, and continues to grow at a rapid pace. Mickey has a great passion for writing and speaking and is a father, husband, businessman, lector, usher, election judge, community organizer, patriot, industry contributor and was recently elected to be a NAIFA-Chicago Board Member. Previous Speaker Go back to Speaker Network Next Speaker

Owner Red Zone Marketing, Author Maribeth Kuzmeski PhD Owner Red Zone Marketing, Author Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start as the 5th client in her firm happened to be a financial advisor. This advisor had $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies. Today, Red Zone Marketing is fully focused on the financial services industry. Maribeth has written 9 books including the bestseller The Connectors . She is an international keynote speaker rated as a Top 25 C-Suite Speaker by Meetings & Conventions Magazine, has spoken at The Million Dollar Round Table, and has been a regular presenter at Barron’s Top Producer conferences. She is also an award-winning professor of marketing at Oklahoma State University. Maribeth has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. When not working, Maribeth and her husband of 30 years are likely at a sporting event, golfing or with their two (somewhat) adult children. Previous Speaker Go back to Speaker Network Next Speaker

Course Catalog Go Back to Main Catalog Page Accountability and Difficult Conversations Best Practices on Terminating Underperformers Creating a Culture of High Expectations & Accountability Driving Behavior through Expectations and Accountability Performance Indicators and the GAP Analysis Conversation Accountability Coaching Tips and Best Practices Three Levels of Training Interaction: Coach and Consultant Phase Development - Coaching Best Practices for Recruiting Women Educating Yourself on Diversity and Inclusion Practical Tips for Diversity & Inclusion Understanding Implicit Bias Understanding Organizational Diversity and Inclusion Development - Collaboration Building a New Team Building Effective Teams Creating a Team Selling Model Creating Development Plans Creating Study Groups in Your Organization Development Training - General Development - Training Developing Your Organization's Culture Developing Your Vision, Mission and Value Proposition Growing Your Team of Leaders Leader Philosophy Creating an Ideal Candidate Profile Differentiating Your Brand to Attract Top Performers Diversity Recruiting Generating Advisor and Center of Influence Referrals Recruiting Finding - General Recruiting Militaty Veterans Recruiting Millennials and the Next Generation Recruiting Recent College Graduates and Campus Recruiting Recruiting Top Performers The Three R's of Agency Building Recruiting - Finding ALPS Leadership Principles for Success Best Practices for the Recruiting Process Developing a Recruiting Culture Recruiting and Selection Insights from the GAMA Hall of Fame Recruiting - General Onboarding and Building Momentum with Experienced New Advisors Understanding Onboarding and Momentum Building for New Advisors Recruiting - Momentum Building How to Determine When Someone Is Not a Fit How to Screen an Experienced Candidate Selecting Top Performers The Science of Selection Tips and Best Practices for Selection Understanding Recruiting Activity Utilizing Reverse Selling in Selection Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

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

Course Catalog Go Back to Main Catalog Page Close the Deal: Unleashing the Power of Persuasion Conquering the Fear: Building Referral Confidence Critical Questions, Critical Connections: The Art of Factfinding Prospecting Mastery: The Referral Riches Blueprint The Basics of Networking & Business Development Elevate Your Skills & Mindset Activity Management PRO Closing PRO Factfinding PRO Life Insurance PRO Networking PRO Prospecting PRO Sales Psychology PRO Social Media PRO Social Selling PRO Telephoning PRO HPN Pro Series Perspectives: Closing Perspectives: Factfinding Perspectives: Leadership - Coaching & Accountability Perspectives: Leadership - Diversity & Inclusion Perspectives: Leadership - Recruiting & Selection Perspectives: Leadership - Training & Development Perspectives: Marketing Perspectives: Motivation Perspectives: Practice Management Perspectives: Product Knowledge Perspectives: Prospecting Perspectives: Sales Psychology Perspectives: Telephoning Perspectives: The Power of Diversity in Our Industry Log in now to view this course Role Play Demonstrations for Advisors Intern Learning Path: New Advisor Learning Path: Career-Changer Learning Path: Future Leader Advisor Learning Path: High-Performance Advisor Learning Path: Intern Advisor Learning Path: Investment-Focused Advisor Learning Path: Life Insurance-Focused Advisor Learning Path: New Advisor Learning Path: Reigniting Advisor Learning Path: Relationship-Focused Advisor Learning Path: Tech-Forward Advisor Tailored Learning Paths Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Transforming leadership in healthcare, empowering growth for clinical leaders, care teams, and hospital/support staff. Leadercast gives you instant access to a wide range of digital learning. Transforming Leadership in Healthcare Empowering Growth for Clinical Leaders, Care Teams, and Hospital/Support Staff Schedule a Demo Transforming Leadership in Healthcare Empowering Growth for Clinical Leaders, Care Teams, and Hospital/Support Staff Schedule a Demo Instant Access to a Wide Range of Digital Learning Including: 1,200+ Short Form Videos; Focused Courses; Lunch & Learn Sessions; Meeting Starters The Importance of Leadership Development in 2026 Some of the Thought Leaders Featured Seth Godin Tunde Oyeneyin Jesse Cole Randi Zuckerberg Gayle King Paaras Parker Patrick Lencioni Emmitt Smith Develop Leadership Power Skills for the Following Key People within Your Organization: Clinical Leaders: Equip nurse managers, department heads, and physician leaders with tools to foster a high-performance, patient-centered culture. Physicians and Care Teams: Develop cohesive care teams and deliver exceptional patient experiences. Administrative & Support Staff: Empower your people to unlock higher levels of productivity and engagement. Leadercast Provides the Following Benefits to Your Clinical Leaders and Their Teams: Equip Clinical Leaders with Power Skills: Develop skills in strategic visioning, emotional intelligence, and startup thinking to drive execution and reduce burnout. Enhance Communication and Performance: Improve collaboration to elevate team dynamics in high-stress environments. Foster a High-Performance Culture: Build cohesive teams aligned around the leader’s vision for quality care. Attract, Grow and Retain Talent: Demonstrate a commitment to personal and professional development amid the national workforce shortage. Leadercast Provides the Following Benefits to Members of Your Organization: Empower Your People to Succeed: Enhance skills in effective communication, time management and emotional intelligence to foster success. Lead Change and Enhance Agility: Strengthen abilities in change management, conflict resolution, and team building to drive execution with speed and precision. Cultivate a Future-Ready Workforce: Build a culture of continuous improvement, creativity, and diversity - ensuring your organization adapts to change. Attract, Grow and Retain Talent: Demonstrate your organization’s commitment to personal and professional development. Proud partner of Leadercast – the same platform trusted by AdventHealth, Shannon Health, and other leading healthcare systems. Schedule Some Time With Us to Learn More Let's Talk

Firm Foundations is a leadership development experience designed to equip agency managers and their teams with systems, tools and best practices for building a successful, sustainable organizations. “The successful manager builds the organization, and the organization builds the business.” Harry Hoopis – CEO, Hoopis Performance Network Firm Foundations is a leadership development experience designed to equip agency managers and their teams with systems, tools and best practices for building a successful, sustainable organizations. With over 3,000 graduates of the program, we have worked with many companies to develop a custom learning experience based on the organization’s unique management development needs. Firm Foundations Programs Offerings HPN offers three Firm Foundations programs designed to address specific agency building functions. Systems for Success Talent Acquisitions Coaching & Accountability Philosophies, beliefs and guiding principles A turnkey, systems approach to agency building Increased recruiting and selection results Get new recruits off to a fast start Grow experienced advisor productivity Create a culture of accountability Leadership team alignment Strategic and tactical Performance Plan Firm Foundations Attendees Receive the Following Benefits: “This is the best leadership program I’ve attended in my 25 years in the business.” “This program should be required for all Managing Partners.” “This was a high-touch experience! Hoopis and his team provide the playbook for getting advisors to the 5th year.” “Brings the vision of a great agency into reality. Agency management at the Master’s Degree level, anyone desiring to build a mega agency needs to attend.” “Firm Foundations is a step-by-step process on how to implement a successful management career in the financial services industry.” “One of the most worthwhile leadership programs I have ever attended! A close and personal look at one of the finest firms in our industry including Hoopis’ secrets of success.” Testimonials – What Others Are Saying Campus & Specialty Recruiting When you are in recruiting mode, you want other options than just referrals. This is another great way to add to the funnel. In regards to campus recruiting, attendees will learn how to segment schools that will bring the most quality to their organization. Learn how to stand out among competition on campus. Specialty recruiting focuses on target markets such as veteran and women recruiting. If that is a focus of an office, they will learn different strategies to enter and attract candidates from those markets. Recruiting: Widening the Funnel In this segment, we provide insights and best practices on the Art and Science of effective selection systems. We begin by addressing The Science which involves utilizing assessment and profiling tools in the selection process. Then we address The Art which includes behavioral interviewing techniques and ideas to help you identify the traits of high quality candidates. Financial Advisor Panel In this Firm Foundations favorite, participants will have an opportunity to hear from three top producers at various stages in their careers. These financial representatives will share insights on their sales process, language they utilize and how they sustain high levels of activity. They will also share how they are able to maintain focus while overcoming adversity that comes with the career. Training Systems, Tools & Best Practices In this session, we will focus on the unique things we have created to enhance and systematize our training systems. We will focus on how to position training & development during the recruiting process as well as best practices, new ideas and tools for pre-training, initial training and ongoing training. Participants will receive ideas on how to create your own “University” by leveraging various resources available to them. Creating a Culture of Accountability The foundation of an effective development system is clearly defined expectations as well as rewards / consequences. This session will reveal the various components of the Hoopis Financial Group’s Expectations Matrix as well as how it is implemented throughout the development process from a tactical standpoint. We will also focus on daily, weekly, monthly and quarterly coaching & development systems to increase accountability and get producers off to a fast start in the business. Coaching Veteran Advisors During this session, Harry Hoopis will discuss strategies on how to most effectively coach veteran representatives. In addition, they will provide insights into how to get veteran representatives to think “bigger” about their practices. Finally Harry will share insights on how to motivate them to continuously increase their productivity and commitment to lifelong learning. Contests and Recognition Harry will focus on a topic that is rarely addressed in leadership development workshops: best practices on running contests and incorporating recognition into your organization’s culture. He will share ideas on creative contests to coordinate as well as best practices for leveraging contests to increase your organization’s productivity. Copy of Contests and Recognition This session will provide participants with an opportunity to identify their organizational strengths as well as areas of opportunity regarding their training & development systems. Each participant will work with members of their leadership team to determine what they should continue doing, stop doing and start doing based on the ideas and best practices they have discovered during the workshop. Everyone will leave with a specific action plan to implement immediately. Corporate Model of Agency Building Harry will share his expertise around creating a vision and then doing the things necessary to make that vision become a reality. He will focus on the various models of building a network office and the evolution from a small to a large organization, in particular as it relates to training and development needs. Recruiting & Selection Systems and Best Practices In this segment, Harry Hoopis will provide insights and best practices on how he developed recruiting and selection systems throughout his 45 year career. He will touch on the GAMA Foundation’s Research that identified best practices of top performing organizations. Harry also addresses selection systems including the science which is selection profiles as well as the art which includes behavioral interviewing to help you select high quality candidates. Recruiting: Widening the Funnel Haley Lelah will focus on the most effective sources for recruiting leads as well as the various systems implemented within the organization to “widen the funnel.” She will share ideas on how to generate advisor referrals to potential recruits as well as how to develop a recruiting culture. Haley will conclude with best practices regarding communication and holding each leadership team member accountability for recruiting. Connecting with the Next Generation of Sales Talent Joey Davenport will share LIMRA research that highlights what Generation Next (ie. Gen X & Y) is looking for in a career vs. how managers and recruiters are positioning the opportunity. There is a major disconnect between the two and he will share valuable insights into how you can start positioning the career opportunity to attract this next generation of sales talent. Implementing the Hoopis Systems and Managing Change During this session, you will hear from a Managing Partner who was appointed to a small, struggling firm in Chicago. This field leader’s team began to implement the Hoppis systems and best practices within the firm. Within their company, this firm is now recognized as one of the top in the nation regarding recruiting, productivity and retention. This segment provides a great example for participants of how to embrace change and implement new systems to take your organizations to the next level. Building a Top Branch Office Jenica Delrose will drill down and share the systems, processes and best practices they have implemented for recruiting, selection, training and development. She will discuss some of the challenges they have faced as well as how they prioritized the systems that needed to be implemented immediately and the process they followed along the way. Attracting the Ideal Candidate Identifying your ideal candidate is where recruiting begins. Understanding the characteristics of who you are looking for is important to get your team on the same page. During this session, we help you identify your idea candidate and create the value proposition to attract them. Online Branding and LinkedIn eRecruiting What first impression is your organization presenting to potential recruits? We will address this question specifically as it relates to online branding and social media marketing. We will also share how to create a habit in LinkedIn and source your ideal candidate in new and innovative ways. This session will allow you to walk away with key take-a-ways on generating a search engine that will work for you. Creating a Recruiting & Referral culture Studies show the most efficient method to bring new recruits into the business is through referrals. This session will equip participants with field-tested ideas on how to create, market, and conduct one-on-one meetings with existing advisors to generate referrals. We will also share proven, plug-and-play ideas for agency recruiting contests. A referral culture takes time to develop but this will show you how to start or uplift your current referral culture. Firm Foundations Broken Down Into Modules Our informative modules contain effective business management and development methodology that help in increasing employee productivity and retention. Free Consultation To Determine Which Firm Foundations Program Is the Right Fit for Your Organization. Schedule Consultation Download the Creating a Culture of Accountability Systems Assessment. Download Now

Chief Shepherding Officer David Resseguie Chief Shepherding Officer Dave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago, Ft. Lauderdale, & Miami. He specialized these roles in coaching leadership teams and top-performing financial advisors. In April of 2011, Dave began what many refer to as a “side hustle.” As Chief Shepherd of The Resseguie Group , Dave works virtually and in-person, with leadership teams & entrepreneurs as they lead themselves, lead others, & lead their businesses. The Resseguie Group serves others in the following focus areas: Keynote Speaker New Advisor Training One on One Coaching Dave attended the Moody Bible Institute receiving a bachelor’s degree, double majoring in both Bible & Youth Ministry. Dave serves on the board of the Fellowship of Christian Athletes for the South Atlantic region. He is married to Gennifer. They live in Coral Springs, Florida with their 7 year old daughter, Charli, their 4 1/2 year old son, Chaz, and their almost 2 year old son, Cameron. The Resseguie’s are huge New York Mets fans! Previous Speaker Go back to Speaker Network Next Speaker

Founder of Fretzin, Inc and Origination Station Steve Fretzin Founder of Fretzin, Inc and Origination Station Driven, focused and undeniably passionate in his pursuit to help attorneys reach their full potential, Steve Fretzin is the Chicago area’s premier lawyer coach and business development trainer. He has redefined the business development experience, transforming hundreds of attorneys into top performers. His clients are thrilled because of the growth that happens after completing his program. A typical client should expect to double or triple their book of business within 12-16 months of working with him. Fretzin credits two life-changing events as influencing his career. In 1996, he was one of six passengers aboard a single-engine Cherokee Piper airplane that crash-landed into a house in suburban Crystal Lake, IL. The experience left him crippled for months, but more importantly taught him to value the sacredness of each day. A few years later, another shift occurred when he sought the advice of top-level business coaches who helped him unleash his full potential and double his personal income in less than a year. This led Fretzin to pursue his real passion: providing structure and efficiency to the business development process, which helps attorneys all over the country to develop more business in less time. Fretzin’s mantra? In order to have real change, you need to make real changes. Today, he teaches “Sales-Free Selling,” which is also the name of his recently published book. Fretzin’s expertise in business development, time management and marketing has landed him features in the Attorney at Law Magazine, ABA, ISBA, Chicago Tribune, Daily Herald and Crains, as well as guest appearances on NBC News and WGN Radio. Previous Speaker Go back to Speaker Network Next Speaker

Just drop us a line today to explore how we can assist you in increasing your productivity. We at Hoopis Performance Network look forward to hearing from you! Contact HPN Just drop us a line today to explore how we can assist you in increasing your productivity. We look forward to hearing from you! Hoopis Performance Network 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Phone: (847) 716-1800