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What people are saying about Firm Foundations

"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."

"Firm Foundations is a step-by-step process on how to implement a successful management career in the financial services industry."

Firm Foundation Overview


The Firm Foundations programs provide systems and best practices for a variety of agency building issues including Recruiting & Selection, Training & Development, Coaching & Accountability and Leadership Development.

Industry icon Harry Hoopis and his team share their philosophies, systems and best practices developed from over 40 years of industry-leading experience.

This transformative experience aligns leadership teams and provides them with a turnkey approach to agency building to take their organization to the next level.


Firm Foundations Programs Offerings

The Hoopis Performance Network offers three Firm Foundations programs designed to address specific agency building functions.

 Systems for Success

 Talent Acquisition

 Coaching & Accountability

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