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HPN University live product demos. See our products in action! Each Demo consists of a 30-minute live walkthrough and Q&A. HPN University live product demos HPN University Live Product Demos See our products in action! Each Demo consists of a 30-minute live walkthrough and Q&A. Subject Matter Expert Style July 7th @ 2:00 PM CT Register Now Classroom Training Style July 14th @ 2:00 PM CT Register Now HPN University: Two Styles of Learning EDGE Leadership Development July 21th @ 2:00 PM CT Register Now Host Home Office Employees and Field Stafff July 28th @ 2:00 PM CT Register Now Financial Wellness Increase Productivity and Reduce Turnover August 4th @ 2:00 PM CT Register Now Can't make a date that works? Contact us for a personal 1-on-1 demo! Schedule a Demo

Adam Holt CEO and Founder, Asset-Map Speaker Bio Alan Nero Managing Director Octagon’s Baseball Division Speaker Bio Alexis Gladstone Principal, Intelead Speaker Bio Amy Florian Grief & Bereavement Specialist Speaker Bio Ande Frazier Partner at Peachtree Planning of North Georgia Speaker Bio Andrea Bullard Andrea Bullard & Company Speaker Bio Ben Newman Best-Selling Author, International Speaker Speaker Bio Bill Cates Referral Coach Speaker Bio Bill Grimes Consulting and training firm, Grimes & Associates Speaker Bio Brian Doherty Speaker, Author and President of Filtech Speaker Bio Brian Moran CEO, NYT Best Selling Author, Speaker Speaker Bio Dave Sanderson Inspirational Speaker, Bestselling Author Speaker Bio Select by Category All Coaches Leadership Marketing Motivation Practice Management Product Knowledge Sales Skills The HPN Faculty Is Comprised of Individuals Who Have Over 100 Years of Combined Industry Experience. These Hoopis Performance Network experts provide a vast array of knowledge and insights that have been proven from over thirty years of industry-leading experience. Our faculty represent top experts and field practitioners in the industry and each of them specialize in the financial services space. Load More

HPN White Papers Hoopis Performance Network white papers provide a vast array of knowledge and insights that have been proven from over thirty years of industry-leading experience. 10 Tips for Building a Training Culture View Paper 6 Common Challenges E-Learning Can Solve View Paper A Simple Way to Get More Out of Your Training Investment View Paper Benefits of Mobile Apps vs. Websites View Paper Don’t Shortcut the Learning Process View Paper Engaging Advisors with the Essentials of Digital Learning View Paper Facts About Retirement and Medicare View Paper Five Ways to Measure Training Results View Paper Four Levels of a Consumer View Paper Getting Ready for Retirement View Paper How Mobile Apps Improve Productivity View Paper How a Strong Firm Culture Builds a Strong Firm View Paper Select by Category All Whitepapers Advisor Development Financial Wellness Leadership Development Learning & Development Load More

Retirement Expert, Economist and Bestselling Author Tom Hegna Retirement Expert, Economist and Bestselling Author Tom Hegna is the author of 3 books, Paychecks and Playchecks: Retirement Solutions for Life, Retirement Income Masters: Secrets of the Pros and most recently authored Don’t Worry, Retire Happy! Seven Steps to Retirement Security which is based on his popular public television show. Originally from Glenwood, Minnesota, he attended North Dakota State University on an Army ROTC scholarship and graduated with honors. He was commissioned in the U.S. Army and spent 6 years on Active Duty and another 16 1⁄2 years in the US Army and retired as a Lieutenant Colonel in 2006. Tom has been a popular industry speaker for many years and is THE retirement income expert. As a former Fortune 100 senior executive, Tom has dedicated his entire career to helping retirees obtain a happily ever after retirement. He has been featured on FoxBusiness, American College Wealth Channel Magazine, Round the Table, Advisor Today and GAMA Magazine. Tom currently lives in Arizona with his wife and children. Previous Speaker Go back to Speaker Network Next Speaker

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

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

Financial wellness resources to differentiate your organization, Increase productivity and reduce turnover with employees and clients. Featuring approximately 200 learning modules FREE Trial Access Financial Wellness Resources to Differentiate Your Organization, Increase Productivity and Reduce Turnover with Employees and Clients! Organizations across all verticals are becoming increasingly aware of the need to increase financial wellness and empowerment among their employees and clients. Studies show doing so has many advantages from increased productivity to greater job satisfaction, to lower employee and client turnover. 90% 90% of employees feel it’s important for employers to offer financial wellness programs. 90% Number of employers promoting financial wellness expected to nearly double as 90% express concern for employees’ financial troubles. 75% 75% of employees claim an employer-sponsored financial wellness program would positively affect their financial stress. According to Recent Studies: Financial Empowerment Series Understanding Debt Understanding Budgets Understanding Credit & Credit Cards Understanding Income & Your Paycheck Understanding Buying or Leasing a Car Understanding Renting or Buying a Home Retirement Planning Series Planning Strategies for Retirement Planning Strategies at Retirement The Basics of Investing Understanding Annuities Overview of Social Security Focus on Social Security Overview of IRAs Insurance & Risk Management Series Overview of the Need for Life Insurance Overview of Disability Income Overview of Long-Term Care Critical Illness Coverage Overview of Personal Lines of Coverage / Multiline Products Understanding Medicare Life Changes Series Overview of College Planning Overview of Just Life Changes What Happens When Someone Dies Special Needs Planning for Children Financial Considerations of Divorce Overview of Planning Strategies for Widowhood Financial Wellness Digital Content Library Features Approximately 200 Learning Modules in the Following Areas and More: Download Our FREE Financial Wellness Digital Content Library Catalog Download Now Learn More The Financial Wellness digital content library features over 50 interactive financial calculators. Experience Our Financial Calculators Learn More The Financial Wellness digital content library offers an extensive collection of financial videos. Watch Our Financial Related Videos Learn More The Financial Wellness digital content library features over 750 financial wellness articles. View Our Financial Wellness Articles Dept Budget Insurance Retirement Automobile Mortgage Home Equity Savings Over 50 Financial Calculators, Extensive Video Library and Over 700 Articles for Financial Wellness: Worksite Marketing Employees Schools and University Students Home Office Employees & Field Staff Existing Clients Policyholders and Investors Association Members Our Financial Wellness Digital Content Is Designed To Be Used With the Following Types of Groups: 93% 93% of those who have taken a class save money vs. 84% of those who have not. 60% 60% of those who have taken a class have a budget vs. 46% of those who have not. 32% 32% of those who have taken a class have invested money vs. 17% of those who have not. According to the Council for Economic Education Students who have taken a class in personal finance are more likely to engage in financially responsible behaviors such as saving, budgeting, and investing. Financial Wellness Content Designed for Schools and University Students! Free Demonstration of Our Financial Wellness Content! Schedule a Demo Our platform has the tools and resources that are specifically designed to help educate students on reaching their financial goals, improving their financial literacy and to help them make the right financial decisions The Financial Wellness content library immediately provides an excellent ‘go-to’ resource for students who are interested in both understanding and improving their financial situation. Each individual session has its own 5 questions multiple-choice quiz and 5 personalized takeaways to enhance and reinforce the material. The video coursework provides close captioning and voiceovers in Spanish and other languages. We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive Featuring approximately 200 learning modules FREE Trial Access

Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. Professional Edition Understand behavioral economics and how today’s consumers make financial decisions. Incorporate small changes in language and technique to ensure greater client engagement. Quickly build trust and develop stronger relationships with more potential clients. Learn advanced questioning skills to execute courageous conversations with confidence. Overcome self-limiting beliefs to take their business to the next level. Prioritize clients to maximize time and identify cross-selling opportunities. Your Experienced Advisor Will: Re-Energize Your Experienced Advisors and Equip Them With the Advanced Skills To Take Their Practice to the Next Level! Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. The Professional Edition provides experienced representatives with in-depth insight into behavioral economics, buyer and seller psychology and sales techniques utilized by the top producers in the industry. Creating a Sense of Urgency Cross Selling Language Demo: Collaborative Commitment The Four Facets of Trust Increasing Practice Efficiency Experience Some Samples of Our Professional Edition Content Below! It united LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful new advisors. New skills are mastered through practice, role play, application projects and follow up coaching. Lessons are made memorable through use of real-life case studies. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos and other online resources. Why Professional Edition Works: Schedule a Demonstration Contact Us Professional Product Sheet Download Download Now Professional Edition

HPN digital content and learning solutions are designed to fit your organization’s unique needs. Our content solutions are scalable, customizable and designed to increase advisor productivity and retention. Digital Learning Solutions for Advisor Development Gain Trial Access and Experience Our Digital Content Today! Trial Access Sales Skills Prospecting Telephoning Factfinding Closing Sales Psychology Handling Objections Virtual Selling Generational Buying Differences Practice Management Goal Setting Time Management Activity Management Client Building Team Selling Staff Development Digital Practice Operational Best Practices Marketing Networking Social Media Marketing Target Marketing Cross-Selling Center of Influence Development Understanding Life Events Giving Presentations Product Knowledge Life Insurance Annuities Disability Insurance Understanding IRAs Qualified Retirement Plans Long Term Care Insurance Critical Illness Insurance Multiline Solutions Planning Concepts Saving & Investing Retirement Planning College Planning Business Planning Estate Planning Life Event Planning Overview of Social Security Understanding Medicare Motivation & Inspiration The Power of Purpose Mental Toughness Overcoming Rejection and Adversity Real Impact Stories Power of Risk Management Planning Check Out Just Some of the Topics Within Our Content Library Looking to get new advisors off to a fast start or reignite experienced advisors to get to the next level? Either way, our digital content and learning solutions are designed to fit your organization’s unique needs. Our content solutions are scalable, customizable and designed to increase advisor productivity and retention. Interested in a FREE “Test Drive” of Our Content? Test Drive eLearning Knowledge Checks and Action Items for Performance Improvement Ability to Easily Enroll Learners in Courses and Learning Paths Reporting and Analytics for Greater Accountability Around Learning On Demand Classroom Training Modules (virtual and in person) Coaching Resources Including Guides, Assessments and Tutorial Videos Skill Assessment to Identify Strengths and Areas of Development Additional Advisor Development Tools and Resources In addition to our digital content, we also provide turnkey training and coaching tools for managers including: How to Conduct an Annual Policy Review History and Numbers Behind Social Security Choices for Medicare Coverage Understanding Social Security and FICA Tax How to Find Networking Opportunities The Financial Services Education Network content library provides the Science through hundreds of micro-learning modules focused on education and knowledge. Eszylfie Taylor – Personal Observation Strategies for Better Prospecting Tom Hegna – Don’t Worry, Retire Happy: 7 Steps to Retirement Security Sabine Robinson – Understanding the Art & Science of High Activity David Resseguie – 3 Powerful Tips for Building Better Phoning Habits Ellen Rogen – Leveraging Presentation Skills to Move Clients to Action The HPN University content library provides the Art by focusing on the skills, best practices and execution methods of the top experts and practitioners in financial services. Check Out Some of Our Sample Videos! We’ve combined the two most powerful digital content libraries in the world, equipping you and your advisors with the Art and Science of learning and development. Digital Learning Solutions for Advisor Development

HPN has developed a strategic partnership with rekroot, the authority on providing recruiting and selection resources to financial services organizations. Helping Financial Services Organizations Find, Attract and Select Top Talent Coaching & Consulting Contract Recruiting Live Recruiting / Selection Workshops Our evaluative and catered approach to recruiting ideal candidates is key to growing your financial team. As your consultant we will work with you on improving your recruiting and selection methods within the financial services industry. This is our evaluative and catered approach to recruiting ideal candidates to join your financial team. Rekroot meets with you to observe your company culture, learn your current selection strategies, set goals based on our new generational recruiting tactics. Our experienced coaches will coach your recruiting and/or management team twice per month with the purpose of maximizing your recruiting results. In our Coaching and Consulting program we pass along our invaluable skills and tools for selecting the best candidates to exceed your hiring criteria. Why rekrootTALENT? Rekroot is comprised of experienced recruiters. Let us source and pre- screen candidates for you. You will gain hours back on your calendar and only see interested and qualified candidates for your role. Whether you are interested in our subscription recruiting OR placement recruiting, we can help. Not all businesses have the bandwidth to source quality candidates. That’s why we are your reliable sourcing solution for long term, highly qualified hires. We learn your company’s hiring needs and candidate goals for the future. This saves you time and allows you to focus on doing what you do best while we work diligently to provide you with a full pipeline of applicants. Recruiting is hard. Don’t do it alone! We know how essential it is to make qualified hires in the financial services industry. This is why we offer the Firm Foundations Talent Acquisition Workshop. During this workshop you’ll be immersed into the world of recruiting by learning how to create an effective recruiting strategy from dynamic instructors. This two-day workshop is geared specifically toward hiring managers, recruiters, marketing professionals and those making hiring decisions within the financial services sector. No matter if you are new to hiring or are a seasoned veteran, you’re guaranteed to walk away with valuable insight and tools to apply to your sourcing, hiring, and selection process to build your financial team. Allow us to pave the way for your recruiting success! At HPN, we know talent. We also know hiring and retaining great talent is essential for achieving business success. HPN has developed a strategic partnership with rekroot, the authority on providing recruiting and selection resources to financial services organizations. Recruiting is hard and organizations should not do it alone. Many organizations partner with us to leverage our resources to help them find their ideal candidates, attract them to the organization and select the top performers using both art and science. Learn How We Can Help with Your Recruiting & Selection Needs Contact Us Today! Prescreen & Track Candidates in a customized recruiting Platform Posts Unlimited job postings on branded job boards & website Screen & Assess Candidates Do you need a more efficient way to attract, select and develop top performers? Recruit the best talent in the financial services industry! Simple, flexible tool designed to save you time, energy and money as you source, select and recruit top quality financial professionals. HPN TalentNest is a leading, turnkey recruiting solution developed exclusively for the financial services industry. We can also help you Improve retention and performance with your call centers by selecting the best suited candidates. Check out the video to learn how the assessment and simulation tools assess a candidate’s competencies and hard skills. Schedule a demo today to get information. Turnkey Recruiting Solution How HPN TalentNest Works: HPN TalentNest™ simplifies the talent acquisition process by making it easy to post jobs and screen in qualified candidates. With this talent acquisition and management system at your disposal, you can move candidates through a configurable recruiting process that works the way your team does. You will realize the benefits in tracking the success of your candidate sourcing strategies, and integrate assessments into your process. Start building your Nest today! Custom-branded website Source and prescreen candidates electronically Track candidates through the process Collect data on your best sources Integrate assessments The Personal Orientation Profile Overview: HPN TalentNest provides unlimited access to one of the most popular selection tools in the financial services industry: The Personal Orientation Profile™ or POP™. The POP™ is a personality profile that has become the industry standard and is thoroughly validated. More than just a sales skills assessment, the POP™ is one of the worlds’ leading sales employee selection tools and is the instrument of choice for many of the most competitive financial services sales forces. Among many other indicators of success, the POP™ will provide you with a hiring recommendation based on a candidate’s overall Probability of Success as a financial professional. Interested in HPN TalentNest? Sign Up Today HPN TalentNest Pricing Learn More Helping Financial Services Organizations Find, Attract and Select Top Talent