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In 2009, LIMRA and the Hoopis Performance Network (HPN) launched an exciting partnership. We first teamed up to marry the science of why and how consumers buy financial products, with field-tested language and techniques used by top financial professionals who work with those consumers every day. This effort built the sales effectiveness program Trustworthy Selling®, used throughout the industry today and proven to improve productivity.

This winning combination of art and science has been so popular, and so effective, that we continue to expand our offerings. We have now applied this approach to address the important industry issue of identifying, developing, and supporting field leadership:

  • The BenchBuilder program provides a systematic, structured process to help organizations determine which of their financial professionals should step into a field leadership role. It leverages core content from LIMRA’s former XRoads21 system.
  • Firm Foundations programs are live leadership development sessions that focus on key topics such as systems for success, recruiting, and coaching and accountability. The Talent Acquisition session builds on the framework of LIMRA’s former Recruiting and Selection in the 21st Century program.

“We are so pleased to grow our strong partnership with HPN to include field leadership development,” said Kathy Reid, Vice President of LIMRA Talent Solutions. “Together we provide outstanding resources to help financial services organizations ensure they have the best, most prepared individuals in this key role.”

Harry Hoopis, CEO and Co-Founder of HPN, added, “Having conducted live agency-building leadership programs for over 30 years, HPN is excited to expand our reach through our work with LIMRA. What we refer to as ‘The Hoopis Solution’ covers every aspect of agency development. We offer proven systems for success, and expanding the LIMRA and HPN partnership gives us an opportunity to now combine both the art and the science of the business to impact leadership development.”

Together, we help companies, field leaders, and financial professionals strengthen their knowledge and apply new skills to thrive in today’s ever-evolving marketplace. With our unparalleled partnership between a research organization and a leading agency practitioner, our solutions are truly built by the industry, for the industry — and deliver real results for our clients.

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