The Hoopis Solution

The Hoopis Solution is a comprehensive, integrated training and accountability system that has been proven to increase productivity and retention within financial services companies and firms.

"The successful manager builds the organization, the organization builds the business"

— Harry Hoopis, CEO Hoopis Performance Network

The Hoopis Solution is a systems roadmap for organizational leaders designed to impact new and experienced advisor development as well as ongoing coaching and accountability. The employee development training program, addresses both The Art (skill development) and The Science (activity and accountability) that is typically the key to success or failure for organizational leaders.

The Hoopis Solution also incorporates HPN’s Firm Foundations systems for success for Recruiting & Selection, Training & Development, Coaching & Accountability and Leadership Development.

This comprehensive solution is typically implemented in stages based on an organization’s needs.

Request access to our systems assessments to determine where to begin.


The Hoopis Solution integrates the following Hoopis Performance Network systems and programs:

Advisor Development – Trustworthy Selling, HPN University & Advanced Planning Channel

Management Development – Firm Foundations: Systems for Success, Talent Acquisition and Coaching & Accountability

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The Hoopis Solution incorporates the Coaching to High Activity through Measurement & Performance (C.H.A.M.P.) System for accountability. C.H.A.M.P. provides systems training for the following:

Performance 90 – Activity Coaching for New Advisors in the First 90 Days

Weekly Sales Builders – Weekly Accountability Coaching with Turnkey Training

Monthly Client Builders – Monthly Study Groups to Build a High Performance Culture

Quarterly Performance Review – Quarterly Coaching Sessions to Adjust Performance Plans

Schedule a complimentary consultation to determine if The Hoopis Solution is right for your organization.

Complimentary Consultation

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