Unlock the skills to lead, sell, and succeed. Hoopis Performance Network delivers expert-led training built for financial professionals navigating a fast-moving, client-focused world.
Skills that fuel career growth
Hoopis' courses cover financial services, sales, and business essentials—like prospecting, relationship management, time management, and ethical decision-making.
Learn from the best
Learn practical skills backed by decades of experience, used by top performers.
Built for busy schedules
Microlearning modules you can apply in the real world—right away.
Support at every stage
From new hires to leadership, Hoopis delivers training that grows with your team.
Training that mirrors real life
Expert-led lessons and practical examples give learners the confidence to handle client conversations, objections, and leadership moments—right when they count.
Free course preview
Why is prospecting so difficult? Coach, consultant, and author Sabine Robinson breaks it down, sharing common obstacles, proven tactics, and referral language to help advisors overcome fear and earn consistent referrals.
Build your team's skills in key topic areas
Prospecting
Sharpen your outreach skills with proven strategies for prospecting, phoning, referrals, and networking to grow your client base.
Sales & closing skills
Learn high-impact sales language, handle objections with confidence, and use closing techniques that turn interest into client commitments.
Marketing & branding
Build a powerful personal brand, harness social media, and create targeted marketing campaigns that attract and engage your ideal clients.
Practice management
Streamline operations, delegate effectively, and build high-performing teams to run a more efficient and scalable financial advising practice.
Advisor development
Strengthen your mindset, build resilience, and develop daily habits that fuel consistent growth, motivation, and career-long success.
Financial products
Deepen your product knowledge and learn to educate clients on insurance, annuities, and retirement strategies in a way that’s clear and compelling.
Available translations
Reach more learners with training that speaks their language — no barriers, just impact.
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Keys To Prospecting & Telephoning
Top producer Chris Koon shares proven language and power phrases to boost prospecting, generate referrals, and book more appointments with confidence.
Getting a Quantity of Introductions
David Resseguie, founder of The Resseguie Group, shows how intentional language can elevate client prospecting and drive stronger connections.
Personal Observation Strategies for Better Prospecting
Eszylfie Taylor, President and Founder of the Taylor Method, shares how personal observation goes beyond work hours and deepens client relationships.