Firm Foundations is a live leadership development program designed to teach financial services leadership teams proven systems in agency management.
Industry icon Harry Hoopis and his team share their philosophies, systems and best practices developed from over 40 years of industry-leading experience.
The Firm Foundations programs provide systems and best practices for Recruiting & Selection, Training & Development, Coaching & Accountability and Leadership Development.
This transformative experience aligns leadership teams and provides them with a turnkey approach to agency building to take their organization to the next level.
"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."
"Brings the vision of a great agency into reality. Agency management at the Master’s Degree level, anyone desiring to build a mega agency needs to attend."
"Firm Foundations is a step-by-step process on how to implement a successful management career in the financial services industry."
"One of the most worthwhile leadership programs I have ever attended! A close and personal look at one of the finest firms in our industry including Hoopis’ secrets of success."
Philosophies, beliefs and guiding principles
A turnkey, systems approach to agency building
Increased recruiting and selection results
Get new recruits off to a fast start
Grow experienced advisor productivity
Create a culture of accountability
Leadership team alignment
Strategic and tactical Performance Plan