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Jim Bologna ​ Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Jim started his career through the elite training of Northwestern Mutual after college understanding the fundamentals of selling Life Insurance and Financial Services. Becoming an MDRT qualifier early in his career, he’s been a top producer since he was awarded Rookie of the year in 2000. In 2006, Jim entered the Multi-Line Industry Channel as an Exclusive Financial Services agent for Allstate taking with him, his Life Insurance and Financial services skills. He quickly identified processes in the multi-line agencies that could increase P&C, Life, and Retirement sales. Jim has been Court of the Table for most of his career which he credits his process in the multi-line channel. He quickly developed his multi-line process for agents across the country to follow and in 2014, he launched B-File, a digital process that that helped measure his success in the Allstate channel. Jim has spoken to thousands of multi-line agents and producers captive and independent across the country and is directly responsible for increasing agents sales. His proven process built around assessing the liability limits of customers in 2018 was used with 44,000 households. Multi-line agents using the process has uncovered over 6 billion in household assets, 10,300 Life Insurance Policies, 1800 business owners, and identified an additional 900 boats, 1157 motorcycles, 418 RV’s, and 8,134 Umbrellas. Specialty Topics: Selling more as a trusted advisor in the multi-line sales process Understanding the power of policy reviews How to incorporate Life Insurance and Retirement conversations during the P&C new business and renewal process Using Liability Limits to understand your customer’s household insurance needs Selling Life Insurance that matters in the multi-line distribution channel Previous Speaker Go back to Speaker Network Next Speaker

Next Item Previous Item Go back to White Papers List When an agency or firm needs a new sales manager, top management’s logical first choice is often the star sales producer. Most top performers are excited about the promotion, and they don’t want to let their bosses down, so they take the job. They think it would-be career suicide to turn it down. That’s why many top salespeople end up taking a sales management role, even though they never really wanted to be a manager. They want to please others around them, and they want to help the company, but many are not prepared for the challenges and changes that lay ahead of them. Being Good in One Job Doesn’t Guarantee Success in Another Remember the classic “Peter Principle”? It was an observation that in any kind of hierarchy, people tend to rise to their “level of incompetence.” In other words, as people are promoted, they become progressively less effective because good performance in one job does not guarantee similar performance in another. Sales producers are conditioned to excel on their own, and they know what works for them as individuals. Teaching others how to have similar success is an entirely different skill. That’s why, once promoted to sales management, great salespeople often struggle to succeed in the new role. Tiger Woods isn’t known as a great golf coach, and you don’t see LeBron James conducting shoot-arounds. Their gift is in their own performance, and great coaches know that. Why Salespeople Often Fail at Management When we promote top sales producers into management, we lose their extraordinary sales production. And if they aren’t happy in the management role, we run the risk of losing their talent altogether if they leave the firm or agency. Without management training, new managers typically struggle to excel in the unfamiliar role. They might not enjoy leading others to succeed, and they might become impatient with producers who lack the talent they have. To compound this problem, their associates want strong leadership but might not be getting it, so they often leave the agency or firm, too. You can see why promoting your top producer into management without the proper preparation can be a costly mistake. Two Potential Solutions Here are your primary options. Choose the one that’s right for your organization: Conduct an external talent search for a sales manager with a successful track record of management success. Promote a top sales producer only if he or she has expressed a genuine interest in management and only after providing the person with management training. Before you do that, establish a process for evaluating sales management candidates, the same way you evaluate potential agents or advisors. Hold them to the same standards you would hold external candidates. This will help you avoid moving a producer into management just because you like him or her. Consider Hoopis Performance Network for Management Training One effective resource for training new or existing managers is HPN, an innovative virtual platform designed for financial leaders who are building a region, an agency or firm, a sales unit or a sales team. You can get access to hundreds of high-impact sessions for all levels of experience, divided into five distinct elements of success. These sessions are short and easily digestible, averaging less than 10 minutes. Your managers can access the video training anytime, anywhere, on their computers, smartphones or tablets. Think Twice Before Promoting Your Star Producer into Management

HPN News Blog All Posts HPN Article HPN News Harry Hoopis HPN News Paul Feldman Interviews Harry Hoopis for InsuranceNewsNet Magazine Recently Paul Feldman, the Publisher of InsuranceNewsNet Magazine sat down with Harry Hoopis, COE of the Hoopis Performance Network and... 0 Post not marked as liked Hoopis Performance Network HPN News Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference... 1 Post not marked as liked Harry Hoopis HPN News Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference... 0 Post not marked as liked Miguel Taveras HPN News Hoopis Performance Network Partners with LIMRA to Offer Services to Members in Latin America Hoopis Performance Network (HPN) and LIMRA announced today that they have formed a partnership to provide shared oversight of the more... 0 Post not marked as liked Joey Davenport HPN News FWD Insurance Thailand Partners with Trustworthy Selling to Establish Sales Training and Development Program FWD Life Insurance Plc (FWD Insurance) signed a five-year agreement with Trustworthy Selling to provide their award-winning sales... 0 Post not marked as liked Joey Davenport HPN News Sales Strategies, Common Mistakes, and the Future of Training for Financial Advisors | Joey Davenport Joey Davenport is the President and Co-Founder of the Hoopis Performance Network (HPN). In this conversation, Joey shares the #1 mistake... 0 Post not marked as liked Hoopis Performance Network HPN News Hoopis Performance Network Announces Trustworthy Selling is Recognized Among the Top 25 Sales Training Companies For a second consecutive year, Selling Power, Inc., a multi-channel media company that produces Selling Power magazine, was recently... 0 Post not marked as liked Hoopis Performance Network HPN News Hoopis Performance Network (HPN) and Financial Services Educational Network (FSEdNet) announce merger. Merger creates the largest content library in the world for the financial services industry. Hoopis Performance Network (HPN) and... 0 Post not marked as liked Hoopis Performance Network HPN News Hoopis Performance Network and LIMRA Announce a Partnership to Provide Online Learning for Agents in International Markets Hoopis Performance Network (HPN) and LIMRA announced today a new partnership to provide condensed, high-impact video-based online courses... 0 Post not marked as liked 1 2 3 4

Search Results All (166) Blog Posts (32) Other Pages (134) 166 items found for "" Blog Posts (32) Paul Feldman Interviews Harry Hoopis for InsuranceNewsNet Magazine 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. Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference, hosted by LIMRA. Harry will address the “SEA Change” (Selection, Education and Activity) that is needed for the financial services industry to survive and thrive in the world we live in. Better selection, more education and higher activity! Harry will also discuss the formula for success in agency building and how to get the most out of the people in the organization you run. Finally, he will share his 10 Key Beliefs which form the basis of building a Mega Firm in the 21st Century. “I am thrilled to have the opportunity to contribute to the success of the LIMRA LATAM Conference. The work that the Hoopis Performance Network and Limra are doing in Latam is extremely important. This is why we are partnered to create even more success in the region. The best is yet to come”, said Harry Hoopis. Harry Hoopis is the CEO of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker, and industry icon. In his 40-year career, he built one of the world’s largest and most successful financial services firms in Chicago, Illinois. During his illustrious career, Harry has received the Master Agency Award every year since his inception, the Robert Templin Award for his many contributions to management development, and the Leadership in Life Award from NAIFA Chicago. Harry was inducted into the GAMA International Management Hall of Fame. He served on the GAMA International Foundation Board of Directors and is past president of GAMA International, as well as the Northwestern Mutual General Agents Management Association. He is still an active member of two of the most select study groups in the industry, the LIMRA Group of Research Agencies and the General Agents Symposium. Harry is also the lead author of The Essentials of Management Development , the creator of the Firm Foundations seminar series, and has developed a management system called the Fixed Activity Commitment System. Harry is the author of the bestselling book The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. 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 LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com. Harry Hoopis to Speak at the Virtual Latin American Conference 2022 Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference, hosted by LIMRA. Harry will address the “SEA Change” (Selection, Education and Activity) that is needed for the financial services industry to survive and thrive in the world we live in. Better selection, more education and higher activity! Harry will also discuss the formula for success in agency building and how to get the most out of the people in the organization you run. Finally, he will share his 10 Key Beliefs which form the basis of building a Mega Firm in the 21st Century. “I am thrilled to have the opportunity to contribute to the success of the LIMRA LATAM Conference. The work that the Hoopis Performance Network and Limra are doing in Latam is extremely important. This is why we are partnered to create even more success in the region. The best is yet to come”, said Harry Hoopis. Harry Hoopis is the CEO of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker, and industry icon. In his 40-year career, he built one of the world’s largest and most successful financial services firms in Chicago, Illinois. During his illustrious career, Harry has received the Master Agency Award every year since his inception, the Robert Templin Award for his many contributions to management development, and the Leadership in Life Award from NAIFA Chicago. Harry was inducted into the GAMA International Management Hall of Fame. He served on the GAMA International Foundation Board of Directors and is past president of GAMA International, as well as the Northwestern Mutual General Agents Management Association. He is still an active member of two of the most select study groups in the industry, the LIMRA Group of Research Agencies and the General Agents Symposium. Harry is also the lead author of The Essentials of Management Development , the creator of the Firm Foundations seminar series, and has developed a management system called the Fixed Activity Commitment System. Harry is the author of the bestselling book The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. 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 LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com. View All Other Pages (134) Dave Sanderson Dave Sanderson ​ Inspirational Speaker, Bestselling Author Dave Sanderson is an inspirational survivor, speaker and author. His thoughts on leadership have made him an internationally sought-out speaker. When US Airways Flight 1549, or “The Miracle on the Hudson,” ditched into the Hudson River on January 15, 2009, Dave Sanderson knew he was exactly where he was supposed to be. The last passenger off the back of the plane on that fateful day, he was largely responsible for the well-being and safety of others, risking his own life in frigid water to help other passengers off the plane. Despite the hazards to himself, Sanderson thought only of helping others and emerged from the wreckage with a mission: to encourage others to do the right thing. Previous Speaker Go back to Speaker Network Next Speaker Ellen Rogin Ellen Rogin ​ Speaker, Prosperity Expert, NY Times Best Selling Author Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. As a former top producing financial advisor and founder of a wealth management firm which she successfully sold, Ellen knows first-hand how to build a successful, profitable practice. She speaks internationally, consults to the financial services industry, and trains and mentors advisors to increase their influence, impact, and income. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. She is a regular contributor to Horsesmouth® and the host of Horsesmouth Extraordinary Advisor live cast and on the faculty for HPN University. Previous Speaker Go back to Speaker Network Next Speaker Kelli McCauley Kelli McCauley ​ Consultant, Executive Coach and Speaker Kelli McCauley is a leadership consultant, executive coach, facilitator and speaker who works exclusively with high potential leaders in sales-performance driven industries. As an expert in improving leadership effectiveness and bottom line performance, Kelli works with the best and brightest industry leaders, executives, sales management teams and their key stakeholders. By using highly regarded leadership and coaching programs, Kelli and her team are able to help clients identify, retain and maximize employee talent for increased growth, leadership and profitability. Kelli works closely with her clients to generate fast-track success while avoiding burn-out and maintaining balance. Her expertise includes high potential leadership effectiveness and development programs, talent identification and grooming, and successor planning, identification and development. By initiating proven leadership strategies, Kelli’s clients realize outstanding performance in short periods of time. Her work is founded in research on what separates star performers from average and leadership principles developed at Harvard University. Depending on what you are looking to accomplish, she incorporates measurement tools such as SPQ*Gold (Sales Call Reluctance), 360-degree feedback reports, LPI (Leadership Practices Inventory), and many other best in class assessments. Clients of MK Performance Group continue to report breakthrough results in their business objectives, combined with increased levels of Emotional Intelligence, promotability, and satisfaction. As you can see, Kelli’s passion is partnering with leaders and helping them achieve their full potential. In addition to having a highly rewarding career, Kelli is an avid skier and lover of world culture. Bali, Thailand, Italy, Zimbabwe, and Botswana are a sampling of some of the favorite places she’s traveled to with her husband Steven M. Kress. Previous Speaker Go back to Speaker Network Next Speaker View All