Leadership Workshop Series

For the First Time Ever: A Double Event!

Firm Foundations: Talent Acquisition and Activity Coaching & Accountability

Talent Acquisition

August 14th and 15th, Chicago

Firm Foundations: Talent Acquisition is designed for managers, recruiters, and those with the responsibility for recruiting and selection in their organization, specifically in the financial services industry. This two-day workshop will take you through strategy and execution. In partnership with Hoopis Performance Network, Rekroot’s Co-Founders, Kimberly Buck and Morgan Freitag, will showcase field-tested top industry expertise with over a combined 17 years of recruiting experience. Faculty also includes Hoopis Performance Network’s CEO Harry Hoopis and President Joey Davenport.

You will leave this workshop with:

  • A recruiting business plan
  • An understanding of what it takes to achieve your yearly goals
  • How to execute a selection process
  • An understanding what each generation is looking for in a career opportunity
  • Knowledge from faculty that has successful experience in the field
  • A great opportunity to create alignment with your leadership team and brainstorm together!

Activity Coaching & Accountability

August 16th and 17th, Chicago

Firm Foundations: Activity Coaching & Accountability is a two-day, interactive program designed to equip anyone who manages financial advisors with the knowledge, skills, and tools to successfully coach to high-activity management.

You will leave this workshop with:

  • Keys to creating a high trust culture
  • Case studies and insights on activity analysis
  • The Four Cornerstones of Accountability Conversations
  • Language to overcome the most common excuses in activity management
  • Access to The Expectations Matrix & the C.H.A.M.P. System to drive behavior change
  • Opportunity to role play activity coaching scenarios and receive feedback
  • An action plan to execute in your organization to increase activity & productivity

Target Audience:

Managers, recruiters, and those with the responsibility for recruiting and development in their organization, specifically in the financial services industry.

Program Pricing:

One Event – Individual Attendee 1-2: $1497.00/attendee. Both Events – Individual Attendee 1-2: $2497.00/attendee. Groups of 3 or more: Please call the Hoopis Performance Network at 847-716-1820 for a special group discount.


Reserve a room online at Renaissance Chicago North Shore hotel or by calling reservations at 888-236-2427.

*** Please book departure flights after 5:00pm on Wednesday, June 15th, 2018.