Firm Foundations is a live workshop designed to equip financial services leaders with proven systems in agency management.

Leadership Development Program

Firm Foundations is a live leadership development program designed to teach financial services leadership teams proven systems in agency management.

Industry icon Harry Hoopis and his team share their philosophies, systems and best practices developed from over 40 years of industry-leading experience.

The Firm Foundations programs provide systems and best practices for Recruiting & Selection, Training & Development, Coaching & Accountability and 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.

Firm Foundations Programs Offerings

The Hoopis Performance Network offers three Firm Foundations programs designed to address specific agency building functions.

Systems for Success

Focuses on field-tested systems for Recruiting & Selection, Training & Development, Accountability and Leadership Development.

Talent Acquisition

Live two-day workshop, provides field-tested systems and proven best practices for recruiting & selection.

Coaching & Accountability

Two-day workshop experience where organizational leaders learn the systems and skills to build a culture of accountability.

Firm Foundations Attendees Receive the Following Benefits:

  • Philosophies, beliefs and guiding principles
  • A turnkey, systems approach to agency building
  • Increased recruiting and selection results
  • Get new recruits off to a fast start
  • Grow experienced advisor productivity
  • Create a culture of accountability
  • Leadership team alignment
  • Strategic and tactical Performance Plan

Learn More About Firm Foundations

Management development workshop: recruiting & selection, training, coaching & accountability and leadership development

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