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Chief Investment Officer of Redwing Financial Dina Renee Weiss Chief Investment Officer of Redwing Financial Dina Renee Weiss serves as a financial, life and business coach, as well as the Chief Investment Officer of Redwing Financial. She began her career in the financial services industry in 2005, and built her reputation from the foundation up, focusing initially on the clients themselves, building trust and establishing a strong rapport prior to engaging in a financial planning and investment management relationship. She has carried that client-centered and educational philosophy into her investment and financial planning approach, working with generations of families to ensure proper and full understanding of the financial responsibility of daily life, as well as the investment process and those options available in today’s diverse and complicated investment marketplace. Dina aims to help individuals determine their goals, truly understand their individual risk-philosophies, manage that risk through the design of a comprehensive planning package, implement a well-organized plan of action, and finally embrace a disciplined approach to accountability and investing. She is firmly committed to serving her clients and looks to add value by providing timely, consistent and ongoing communication. Outside of her professional pursuits, Dina also holds her certification as a holistic health practitioner and has philanthropically provided health coaching services to more than 1,100 individuals seeking to live their best life. She volunteers her time and efforts as much as possible and sees the greatest reward in her life as the success of those who seek her guidance. In addition, she is the co-author of Ready to Launch – How Prepared are they for the Real World, a book aimed at assisting families in preparing their children for the realities of life beyond their childhood home. She has long been a writer, primarily in theatrical arts, comedy and poetry, but now tailors her writing towards practical and easily-implemented guides to developing a sense of ownership and personal responsibility for every aspect of an individual’s life. Previous Speaker Go back to Speaker Network Next Speaker

Founder of Fearless Referrals Matt Anderson Founder of Fearless Referrals Matt Anderson, of the Referral Authority, has grown his business almost exclusively by referrals and now speaks and coaches not only across the US, but in Canada, the UK and the Middle East. He specializes in training and coaching insurance and financial service professionals how to get more and better referrals. Referral coaching clients come from independent agents and companies including Country Financial, New York Life, State Farm, and AXA. Matt has spoken at Million Dollar Round Table, the NAIFA national conference and at the Institute of Financial Planners annual conference in the UK plus the UK MDRT Day. Matt has been published in NAIFA’s Advisor Today, National Underwriter, Investment Executive and Horsesmouth.com in the US and Professional Adviser and The Professional in the UK and Ireland. He has recorded several referral and networking training videos for Hoopis Performance Network and New York Life. He is the author of Fearless Referrals, which Brian Tracy, author of The Psychology of Sales, says “teaches you the “Golden Rules” for developing a continuous chain of high quality referrals for any product in any business.” Previous Speaker Go back to Speaker Network Next Speaker

Inspirational Speaker, Bestselling Author Dave Sanderson Inspirational Speaker, Bestselling Author Dave Sanderson is an inspirational survivor, speaker and author. His thoughts on leadership have made him an internationally sought-out speaker. When US Airways Flight 1549, or “The Miracle on the Hudson,” ditched into the Hudson River on January 15, 2009, Dave Sanderson knew he was exactly where he was supposed to be. The last passenger off the back of the plane on that fateful day, he was largely responsible for the well-being and safety of others, risking his own life in frigid water to help other passengers off the plane. Despite the hazards to himself, Sanderson thought only of helping others and emerged from the wreckage with a mission: to encourage others to do the right thing. Previous Speaker Go back to Speaker Network Next Speaker

Free downloads of our Hoopis Performance Network advisor skill assessments and manager systems assessments. (PDF format). Advisor Skill Assessments The following are skills assessments based on the best practices of top advisors in financial services. The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice. Listening Skills Assessment Prospecting Skills Assessment Factfindings Skill Assessment Closing Skills Assessment Manager Systems Assessments The following are organizational systems assessments based on best practices of the top quartile firms in financial services. The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice. Recruiting & Selection Systems Assessment Training Systems Assessment Coaching & Development Systems Assessment Attracting Generation Next Assessment Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

Owner/Founder - Playmaker Coaching & Consulting LLC Jennifer Hensley CLU, ChFC Owner/Founder - Playmaker Coaching & Consulting LLC Jennifer leverages 20+ years of marketing and sales experience both in the agency system and Northwestern Mutual's corporate headquarters, as a master business coach, and playing sports to address complex problems with a big-picture understanding. She helps business owners act quickly on opportunities with strategic and creative thinking that delivers results. Jennifer zones in on the most impactful plays to advance the ball and build systems to positively impact the bottom line. Jennifer’s best teammates are her husband, Keith and daughter, Samantha who always push her to play her own game and stay on offense. She believes it’s important to live with intention. This year her word for the year is GO. It’s time to go be great! Previous Speaker Go back to Speaker Network Next Speaker

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Course Catalog Go Back to Main Catalog Page The Art The Science A Leader's Philosophy The Art - Classics The Science - Classics Classics The Art - Foundational Principles of Leadership - General The Art - Foundational Principles of Leadership - Office Systems and Processes The Art - Foundational Principles of Leadership - Visions, Missions, Value Proposition The Science - Foundational Principles of Leadership - Creating a Collaborative Environment The Science - Foundational Principles of Leadership - General The Science - Foundational Principles of Leadership - Office Systems and Processes The Science - Foundational Principles of Leadership - Utilizing Resources The Science - Foundational Principles of Leadership - Visions, Missions, Value Proposition Foundational Principles of Leadership The Science Pre-Management Orientation The Art - The Accountability Process - Activity Monitoring The Science - The Accountability Process - Activity Monitoring The Science - The Accountability Process - General The Science - The Accountability Process - The Power of Goals The Accountability Process The Science - The Alternative Distribution Process - Banking The Science - The Alternative Distribution Process - Multi-Line Firms The Science - The Alternative Distribution Process - Wholesaler The Alternative Distribution Process The Art - The Development Process - Experienced Associates The Art - The Development Process - General The Art - The Development Process - Ongoing Training & Development The Art - The Development Process - Production Growth The Science - The Development Process - Building Markets The Science - The Development Process - Experienced Associates The Science - The Development Process - General The Science - The Development Process - Inexperienced Associates The Science - The Development Process - Management Teams The Science - The Development Process - Ongoing Training & Development The Science - The Development Process - Production Growth The Science - The Development Process - Staff, Functional Specialists and Contingency Planning The Development Process The Art - The Recruiting Process - General The Art - The Recruiting Process - The Finding Stage The Art - The Recruiting Process - The Momentum Building Stage The Art - The Recruiting Process - The Selection Stage The Science - The Recruiting Process - General The Science - The Recruiting Process - The Finding Stage The Science - The Recruiting Process - The Momentum Building Stage The Science - The Recruiting Process - The Selection Stage The Recruiting Process 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

Consulting and training firm, Grimes & Associates Bill Grimes Consulting and training firm, Grimes & Associates After injuries sidelined a promising career in major league baseball, Bill Grimes started his greatest venture – making a difference in how the world sells and serves people. As a partner of the award – winning consulting and training firm, Grimes &Associates, Inc. Bill’s expertise in assessment, selection, and retention is not abstract or theoretical, but practical and hands-on. Bill’s driving passion is to help sales organizations around the world maximize their potential by focusing on two critical areas: 1. Assessment/selection; and 2. training and development. Bill knows the Sales and Service industry inside out. A former insurance agent, Bill has experienced first hand the ups and downs of building a successful business. His genuine personal warmth and entrepreneurial experience keep him in demand as a coach, consultant, trainer, convention speaker, and assessment / selection specialist for many Fortune 500 companies. For over 25 years Bill has collaborated with behavioral psychologists and scientists, George Dudley and Shannon Goodson, and their pioneering research in the field of Call Reluctance®. In addition to writing the world’s definitive textbook on Call Reluctance® (Earning What You’re Worth? The Psychology of Sales Call Reluctance®) Dudley and Goodson are also the developers of SPQ*GOLD®, the one-of-a-kind, behavior based assessment of emotional barriers that keep people in contact-dependent careers from reaching their goals. Bill’s vast experience in this field has earned him a world-wide reputation. For thousands of people, in addition to George Dudley and Shannon Goodson, the name associated with Call Reluctance® and SPQ*GOLD® is “Bill Grimes”. Previous Speaker Go back to Speaker Network Next Speaker

Financial Wellness Retirement Income Estimator: What monthly income will your retirement savings provide? Try Our Retirement Income Estimator What monthly income will your retirement savings provide? Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

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