Digital Learning Solutions for Advisor Development

Digital Learning Solutions for Advisor Development

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.

Check Out Just Some of the Topics Within Our Content Library:

Sales Skills





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



Social Media Marketing

Target Marketing


Center of Influence Development

Understanding Life Events

Giving Presentations

Product Knowledge

Life Insurance


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 and Inspiration

The Power of Purpose

Mental Toughness

Overcoming Rejection and Adversity

Real Impact Stories

The Power of Risk Management Planning

Gain Trial Access and Experience Our Digital Content Today!

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.

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.

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

Harry Hoopis – DAD Formula for Success

Penny Phillips – Building Your Business with Intention, Not By Default

Adam Holt – Integrating Technology for Better Delivery & Experience in Your Practice

Ellen Rogen – Leveraging Presentation Skills to Move Clients to Action

David Resseguie – 3 Powerful Tips for Building Better Phoning Habits

Joey Davenport – Active Listening

Bellaria Jimenez – The Game of Teaming: Refining the Teaming Process

The Financial Services Education Network content library provides the Science through hundreds of micro-learning modules focused on education and knowledge.

How to Conduct an Annual Policy Review

History and Numbers Behind Social Security

What Can Catastrophic Illness Insurance Do for Me

Choices for Medicare Coverage

Understanding Social Security and FICA Tax

It’s Your Business

Video Conferencing Tips for Effective Sales Calls

Who Needs Life Insurance – Retirees

How to Find Networking Opportunities

Proven Time Management Techniques

Interested in a FREE “Test Drive” of Our Content?

Additional Advisor Development Tools and Resources

In addition to our digital content, we also provide turnkey training and coaching tools for managers including:

  • 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
  • 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