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Why Choose HPN Dave Porter Baystate Financial Services “I am the biggest fan of Hoopis Performance Network. It is spot-on as it relates to training, timeliness of updates, powerful presenters, and true take-away value. You cannot beat it for the price and, more importantly, the quality.” Michelle Hubert Farm Bureau Financial Services “Utilizing Hoopis Performance Network to enhance Agent development has been life-changing for our leadership team and for our Agency!! Partnering with HPN is definitely one of the best investments in my Agency I’ve made – I would highly recommend this resource to any sized Agency!” Bill Pienias Fin Fit Financial “We’ve worked with HPN to develop field-tested systems for training, accountability and leadership development. They have provided valuable perspective and resources that are positively shaping our performance at all levels in our company.” Designed to educate and empower home office employees and field staff. Learn More Helping leaders succeed at every stage of the leadership journey. Learn More Empowering financial advisors with skills and training to create strong client relationships. Learn More Digital Learning & Development Solutions for a New World! For more than a decade, Hoopis Performance Network and FSEdNet have been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty-five countries throughout the world leverage us to help them keep pace with the ever-evolving challenges of learning and development in the new normal we are all experiencing. Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Get Your Solution HPN News Blog Hoopis Performance Network NAIFA and Hoopis Performance Network Partnership We are thrilled to announce an exclusive partnership between Hoopis Performance Network (HPN) and NAIFA, a groundbreaking collaboration... Joey Davenport "Unlock Growth & Innovation: Join Us at DevLearn 2024 for Expert Strategies on Empowering Teams and Elevating Client Experiences." We’re excited to announce that Melissa Peck, VP of Client Experience, and Joey Davenport, President and Co-Founder of Hoopis Performance... Joey Davenport Joey Davenport Featured on NAIFA’s Advisor Today Podcast Series President and Co-Founder of Hoopis Performance Network, Joey Davenport, was featured on the NAIFA’s Advisor Today Podcast Series. Leadership Tools Building Your Bench / Agency Leader Training / Recruiting & Selection Learn More Sales Effectiveness Sales Effectiveness Program with Proven Results Learn More Digital Learning Digital Learning & Development Solutions for a New World Learn More Helping leaders succeed at every stage of the leadership journey. Learn More Designed to educate and empower home office employees and field staff. Learn More Empowering financial advisors with skills and training to create strong client relationships. Learn More

Giving Advisors an Opportunity to “Test Drive” a Career in Leadership How Do You and Your Organization Identify Sale Management Potential? BenchBuilder™ was developed from LIMRA’s extensive leadership and management research as well as the Hoopis Performance Network’s field-tested systems & best practices. The curriculum allows sales reps and their sponsoring managers to collaborate on 16 management activities designed to provide a better understanding of a manager’s role. The purpose is to help both the organization and the management candidate determine whether a role in leadership is a fit. What Are You Doing To Build Your Bench Strength With the Next Generation of Leaders? Systematic Process for Management Development and Succession Planning With an increasingly aging sales manager population within financial services, there’s a huge opportunity to identify and develop sales reps who have leadership potential. It also helps an organization do their best to create a pipeline for organic growth, most have struggled to develop a systematic management development process. Too many organizations bring successful sales reps into a management role too soon. Just because someone is a successful producer, doesn’t mean they will be a successful manager. Manager turnover is even more costly than sales rep turnover because now you’ve lost not only a manager but also a good producer. Field Leadership Profile Feedback Report (sample) Recognize the importance of identifying, assessing, and developing successful leaders for the future of your organization! Download Sample How It Works The Field Leadership Profile uses multiple-choice questions to collect information about candidates’ past experiences, personal characteristics, and work judgment. Building on our new examination of field leadership competencies, each feedback report provides summary and detailed information for three key areas. You will learn candidates’: Expected performance on key field leader tasks Likely personal leadership impact Strengths and developmental needs on core leader competencies Each Feedback Report Also Includes: Interview questions for exploring candidates’ problem solving and business ethics Candidate selection summary page Customized development plan worksheet The Field Leadership Profile is available through LIMRA’s Web-based selection system that makes candidate selection effective, efficient, and timely. Test results are instantly computed and reports are available to your managers. The reporting system allows key people at your company to monitor and analyze test results. The Situation Field leaders play a pivotal role in your company’s profitability. It is critical to choose the right individuals for sales management positions: When leaders fail, production suffers, turnover climbs, and the bottom line takes a hit. How We Can Help You The Field Leadership Profile is a comprehensive assessment that helps you identify and develop successful sales leaders. It helps your organization focus on crucial facets of leadership candidates. The Field Leadership Profile BenchBuilder is designed to help organizations determine which of their sales reps should step into a management role. BenchBuilder provides a systematic, structured process to determine which path is best for a candidate: Sales or Management. Not everyone who completes BenchBuilder will move directly into a management role. Having BenchBuilder graduates on deck provides for a smoother transition in management succession planning. Systematic Process for Management Development and Succession Planning Learn How Building Bench Strength Works Go to How it Works Giving Advisors an Opportunity to “Test Drive” a Career in Leadership

Giving Advisors an Opportunity to “Test Drive” a Career in Leadership READ – Each module has a “chapter” the candidate is required to read. DO – Each chapter contains instructions for the projects associated with that module. DISCUSS – Manager meets with candidate to review and discuss completed project. Pragmatic & Interactive, Not Academic or Passive BenchBuilder – the Six Key Responsibilities BenchBuilder activities align with the six key responsibilities of field sales managers: Recruiting and selecting – Identifying, attracting, and selecting qualified individuals for opportunities within the organization. Training – Instilling basic skills in new recruits and providing continued development of all team members. Performance management – Helping sales reps set and work toward goals, assessing their progress, and providing feedback to develop high-performance sales teams. Target market planning and development – Providing sales reps with the guidance to analyze and select appropriate target markets in which to expand their business Business management – Managing finances and running a sales office in a financially efficient manner. Team development – Setting sales office goals and direction and taking the steps necessary to accomplish those goals. Self-assessment Investing in Your Future (Module) Identifying Potential Candidates Recruiting Through Personal Contact Recruiting Sales Talent (Module) Approaching Nominators Developing Your Network of Nominators Expanding Your Reach with Nominators (Module) The Selection Process in Action Using Market Opinion Surveys as a Selection Tool The Selection Process (Module) Using PESOS to Plan Training Conducting a One-on-One Skill Building Session Training for Improved Performance (Module) Developing a Performance Management Program Managing Performance (Module) Personal Market Analysis Measuring Market Potential Developing a Target Marketing Strategy Target Market Planning and Development (Module) Values-Based Motivation Achieving Sales Leadership (Module) Self-Analysis of Sales and Sales Leadership Skills Relationships Between Personal Goals and a Sales Leadership Career Making the Career Decision: Sales or Sales Leadership (Module) Activities & Projects By Module Questions on BenchBuilder? Give Us a Call or Send Us an Email! Contact Us Structures a readiness track for developing managers. Online Business System (Feature) Prepares candidates for the challenges of today’s sales managers. Contemporary Content (Feature) Enables each management candidate to experience the most appropriate aspects of the opportunity at the most appropriate time. Individualized Tracks (Feature) Keeps sponsoring manager and candidate informed of progress helps organizations track talent management at the field level. Centralized Platform (Feature) Provides for a consistent, continuous, end-to-end management development process. Easy integration with LIMRA & HPN (Feature) BenchBuilder Features & Benefits Giving Advisors an Opportunity to “Test Drive” a Career in Leadership

We’re excited to announce that Melissa Peck, VP of Client Experience, and Joey Davenport, President and Co-Founder of Hoopis Performance Network, will be presenting at DevLearn 2024 in Las Vegas! Join them on November 7th as they take the stage to share transformative strategies for driving growth, enhancing learning, and staying competitive in today’s fast-paced landscape. In their session, "The Synergy of High-Tech and High-Touch: Redefining the AI vs. Human Debate in L&D," Melissa and Joey will explore how the blend of cutting-edge AI and meaningful human connection can elevate client experiences and empower teams. Drawing from over 15 years of expertise in L&D content development, they’ll present a compelling case study that challenges the “AI vs. Human” mindset, revealing how technology can enhance, rather than replace, human-centered learning. Attendees will walk away with actionable insights: Discover how to integrate AI-driven personalization with authentic, mentor-led content for more engaging learning experiences. Learn to leverage technology to scale human connection, ensuring that L&D programs remain relevant and impactful. Gain strategies for designing L&D programs that combine AI precision with real-world wisdom to drive lasting success. Don’t miss this opportunity to gain insights from two industry leaders at the forefront of client experience and leadership development. Connect, learn, and get inspired by the future of L&D alongside fellow professionals. Want to explore how Hoopis Performance Network empowers leaders to thrive? Schedule a demo to unlock tools and insights that drive transformation and growth in today’s evolving business landscape. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com .

We are thrilled to announce an exclusive partnership between Hoopis Performance Network (HPN) and NAIFA, a groundbreaking collaboration that introduces HPN and LIMRA’s flagship Trustworthy Selling SkillSet program to NAIFA members. This marks a pivotal shift in the financial services industry, as the program—previously available only to large enterprises—will now empower individual advisors within NAIFA to elevate their client relationships, boost productivity, and uphold the highest ethical standards. With over 30,000 graduates and a proven 25% productivity increase, Trustworthy Selling SkillSet is a transformative tool for advisors looking to grow their practices and meet evolving client needs. Through this partnership, we aim to equip NAIFA members with the skills to build trust, enhance client engagement, and achieve long-term success, reinforcing our commitment to enhancing advisor capabilities across the financial services landscape. We are excited about the positive impact this partnership will have on NAIFA professionals and look forward to supporting their continued growth and success. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com .

Recently Paul Feldman, the Publisher of InsuranceNewsNet Magazine sat down with Harry Hoopis, COE of the Hoopis Performance Network and recent recipient of the John Newton Russell Memorial Award, for a one-on-one interview about his illustrious journey through the insurance industry and how to train for greatness. “When trust is at the highest point, that’s when the sale is made, You don’t have to ask for it. They’ll ask you, ‘Who do I make this check out to?’” — Harry Hoopis As technology and artificial intelligence continue to replace workers to increase efficiency, Using the power of AI, organizations can re-invigorate their learning and development experience, make relevant content accessible anytime and anywhere, accelerate talent and career movement, and make skills the universal language of growth and success. “We’re thrilled to be partnered with HPN,an expert financial services content provider” said Andrea Sennett, Cornerstone Principal Partner Manager. “Many of our customers are looking for modern and engaging content specifically in the financial services space. This partnership provides a great additional resource for Cornerstone Content Anytime customers.” HPN’s initial offering within Cornerstone’s Content Hub will feature financial wellness content for employees as well as Spanish and investment planning content for financial professionals. There are currently 70 modules that are live with another 130 planned for this quarter. HPN is dedicated to producing a large library of content and has up to 500 modules in the works for this year. “We’re very excited to be recognized and selected to distribute our digital content through Cornerstone On Demand,” said Harry Hoopis, CEO of HPN. “Strategically partnering with the largest learning management system provider in the business provides a great opportunity for us to scale our distribution and make a bigger impact in the world.” HPN is one of the premier digital content providers to insurance and financial services organizations – serving clients in over 30 countries worldwide. HPN is one of fifty-four digital content providers featured today in the Cornerstone OnDemand Content Hub and only one of five from the financial services content space. HPN partners with the top experts and practitioners in financial services to provide learning content for financial advisors, leaders/managers, home office employees and financial wellness for consumers. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About Harry P. Hoopis Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. Learn More About Harry.