Firm Foundations

Firm Foundations broken down into Modules.

Our informative modules contain effective business management and development methodology that help in increasing employee productivity and retention.

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    Philosophies & Beliefs
    During this session, Harry Hoopis will share leadership insights he has learned through over 30 years of industry-leading experience. In particular, he will focus on his key beliefs around training & development as well as creating support systems for new representatives and delivering on the promise we have made.
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    Corporate Model of Agency Building
    Harry will share his expertise around creating a vision and then doing the things necessary to make that vision become a reality. He will focus on the various models of building a network office and the evolution from a small to a large organization, in particular as it relates to training and development needs.
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    Recruiting & Selection Systems and Best Practices
    In this segment, Harry Hoopis will provide insights and best practices on how he developed recruiting and selection systems throughout his 45 year career. He will touch on the GAMA Foundation’s Research that identified best practices of top performing organizations. Harry also addresses selection systems including the science which is selection profiles as well as the art which includes behavioral interviewing to help you select high quality candidates.
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    Recruiting: Widening the Funnel
    Haley Lelah will focus on the most effective sources for recruiting leads as well as the various systems implemented within the organization to “widen the funnel.” She will share ideas on how to generate advisor referrals to potential recruits as well as how to develop a recruiting culture. Haley will conclude with best practices regarding communication and holding each leadership team member accountability for recruiting.
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    Connecting with the Next Generation of Sales Talent
    Joey Davenport will share LIMRA research that highlights what Generation Next (ie. Gen X & Y) is looking for in a career vs. how managers and recruiters are positioning the opportunity. There is a major disconnect between the two and he will share valuable insights into how you can start positioning the career opportunity to attract this next generation of sales talent.
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    Implementing the Hoopis Systems and Managing Change
    During this session, you will hear from a Managing Partner who was appointed to a small, struggling firm in Chicago. This field leader's team began to implement the Hoppis systems and best practices within the firm. Within their company, this firm is now recongnized as one of the top in the nation regarding recruiting, productivity and retention. This segement provides a great example for participants of how to embrace change and implement new systems to take your organizations to the next level.
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    Building a Top Branch Office
    Jenica Delrose will drill down and share the systems, processes and best practices they have implemented for recruiting, selection, training and development. She will discuss some of the challenges they have faced as well as how they prioritized the systems that needed to be implemented immediately and the process they followed along the way.
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    Attracting the Ideal Candidate
    Identifying your ideal candidate is where recruiting begins. Understanding the characteristics of who you are looking for is important to get your team on the same page. During this session, we help you identify your idea candidate and create the value proposition to attract them.
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    Online Branding and LinkedIn eRecruiting
    What first impression is your organization presenting to potential recruits? We will address this question specifically as it relates to online branding and social media marketing. We will also share how to create a habit in LinkedIn and source your ideal candidate in new and innovative ways. This session will allow you to walk away with key take-a-ways on generating a search engine that will work for you.
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    Creating a Recruiting & Referral culture
    Studies show the most efficient method to bring new recruits into the business is through referrals. This session will equip participants with field-tested ideas on how to create, market, and conduct one-on-one meetings with existing advisors to generate referrals. We will also share proven, plug-and-play ideas for agency recruiting contests. A referral culture takes time to develop but this will show you how to start or uplift your current referral culture.
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    Campus & Specialty Recruiting
    When you are in recruiting mode, you want other options than just referrals. This is another great way to add to the funnel. In regards to campus recruiting, attendees will learn how to segment schools that will bring the most quality to their organization. Learn how to stand out among competition on campus. Specialty recruiting focuses on target markets such as veteran and women recruiting. If that is a focus of an office, they will learn different strategies to enter and attract candidates from those markets.
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    Selection Systems and Best Practices
    In this segment, we provide insights and best practices on the Art and Science of effective selection systems. We begin by addressing The Science which involves utilizing assessment and profiling tools in the selection process. Then we address The Art which includes behavioral interviewing techniques and ideas to help you identify the traits of high quality candidates.
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    Financial Advisor Panel
    In this Firm Foundations favorite, participants will have an opportunity to hear from three top producers at various stages in their careers. These financial representatives will share insights on their sales process, language they utilize and how they sustain high levels of activity. They will also share how they are able to maintain focus while overcoming adversity that comes with the career.
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    Training Systems, Tools & Best Practices
    In this session, we will focus on the unique things we have created to enhance and systematize our training systems. We will focus on how to position training & development during the recruiting process as well as best practices, new ideas and tools for pretraining, initial training and ongoing training. Participants will receive ideas on how to create your own “University” by leveraging various resources available to them.
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    Creating a Culture of Accountability
    The foundation of an effective development system is clearly defined expectations as well as rewards / consequences. This session will reveal the various components of the Hoopis Financial Group’s Expectations Matrix as well as how it is implemented throughout the development process from a tactical standpoint. We will also focus on daily, weekly, monthly and quarterly coaching & development systems to increase accountability and get producers off to a fast start in the business.
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    Coaching Veteran Advisors
    During this session, Harry Hoopis will discuss strategies on how to most effectively coach veteran representatives. In addition, they will provide insights into how to get veteran representatives to think “bigger” about their practices. Finally Harry will share insights on how to motivate them to continuously increase their productivity and commitment to lifelong learning.
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    Contests and Recognition
    Harry will focus on a topic that is rarely addressed in leadership development workshops: best practices on running contests and incorporating recognition into your organization’s culture. He will share ideas on creative contests to coordinate as well as best practices for leveraging contests to increase your organization’s productivity.
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    Commitment Planning
    This session will provide participants with an opportunity to identify their organizational strengths as well as areas of opportunity regarding their training & development systems. Each participant will work with members of their leadership team to determine what they should continue doing, stop doing and start doing based on the ideas and best practices they have discovered during the workshop. Everyone will leave with a specific action plan to implement immediately.

Get In Touch with Us!

Questions? Give us a call or send us an email and we will get back to you as soon as possible!

Phone: 855-476-4769

E-mail: info@hoopis.com

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