LIMRA International

Firm Foundations - Systems for Success

Available dates

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About the course

This field leadership program helps organizations implement proven systems for success developed by Harry Hoopis and his team at Hoopis Performance Network. Participants learn the philosophies, beliefs, and best practices reflecting over 40 years of industry-leading experience. The program focuses on field-tested systems for:

  • Recruiting and selection
  • Training and development
  • Accountability
  • 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.

Agenda

Day 1:

7:30am – 5pm Meeting; 6-9pm Dinner

  • Introduction & Overview
  • Philosophies & Beliefs
  • The Turn-Key Approach to Agency Building
  • Q & A / Team Debrief Activity
  • Recruiting & Selection Systems & Best Practices
  • Lunch
  • Recruiting & Selection
  • Connecting w/ The Next Generation of Sales Talent
  • Systems Assessment / Team Debrief Activity
  • Advisor Panel Discussion

Day 2:

7:30am – 3pm

  • Training Systems and Best Practices
  • Systems Assessment / Team Debrief Activity
  • Creating a Culture of Accountability
  • Systems Assessment / Team Debrief Activity
  • Increasing Veteran Advisor Productivity
  • Lunch
  • Retention Ideas That Work
  • Embracing Change & Implementing Hoopis Systems
  • Commitment Planning & Wrap up

Who should attend

This transformative experience aligns leadership teams and shares a turnkey approach to take their organization to the next level of productivity and retention.

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