Alliances

BEI Exit Planning

BEI is the leading innovator in the Exit Planning industry. No other organization offers its Members the comprehensive Exit Planning training, marketing support, and plan-creation tools that BEI provides. As a BEI Licensed User, advisors have access to an established, systemized process that allows them to easily help their clients with their business-transition planning. Professionals in a variety of disciplines leverage Exit Planning to attract and keep high-caliber business clients in their practices.

Our Mission: BEI trains and supports business advisors to be the preeminent Exit Planning resource for business owners in their communities. Our members ultimately seek to help business owners and their families benefit from their lives’ work.

Take Flight Learning

Take Flight Learning is a strategic alliance who in 1991 established one of the first team building companies in the United States. Over the past two decades they have enhanced the popular DISC human behavioral model by utilizing images linking the four styles to Eagles, Parrots, Doves and Owls which has  significantly improving the participants learning experience and most importantly their retention so the participant can use the experience to improve sales, leadership, team development and performance. 

Assessments 24/7

Assessments 24x7 powers millions of assessments globally. Hundred of leading organizations and coaches utilize our assessment technology to guide their strategy for hiring & selection, performance evaluations, skills training, team-building, conflict management, promotion & succession planning, organizational restructuring, employee retention, and leadership development. Founded by Dr. Alessandra a recognized expert with over 14 books which have been translated into 17 foreign languages. They including Charisma; The Platinum Rule, Collaborative Selling and Communicating at Work.He is featured in over 50 audio/video programs and films including Relationship Strategies, The Dynamics of Effective Listening and Non-Manipulative Selling.Financial Independence Group

Financial Independence Group has serviced the independent financial professional space nationwide for over 40 years. In addition to being a leading product distributor in the insurance industry, FIG is independently owned. FIG support includes: marketing solutions, back office support, training and networking opportunities to the independent financial professional.

Sales Activity Management

Strategic Activity Management has been dedicated to providing tools for increasing sales performance for over two decades. We believe so firmly that managing activities leads to success, we selected the SAM System, to compliment the Business Builder Coaching program. We belief that we all have the potential to achieve great things, and that activity management doesn’t leave success to chance. It’s a concept that inspires, builds confidence, empowers and helps people become their best. We believe every sales professional deserves the best tools and leadership to help them succeed and grow.

SAM is the world’s leading provider of custom activity management tools, systems, and training services that help sales professionals and managers Succeed on Purpose™.

SAM Today: As technology has advanced, so has the SAM system. eScoreBoard, now in its fourth version, is complemented by eRecruitBoard. These online tools are customized around recruiting and incentive management needs.

The mission of SAM is to inspire confidence and success by providing the most effective activity management resources available anywhere . SAM was launched to make a difference in the careers of new and veteran producers and the managers who lead them. The SAM team is proud to give its growing client base of 55,000 the freedom to dream and the ability to succeed on purpose.

Identity Branding

Identity Branding is our E-Marketing partner and the creator of E-Relationship the first client and prospect e-connection tool in the insurance and banking sector in the United States and Canada. Today, it is indisputably the largest and most robust!

Advisor testimonials attest to the system’s effectiveness with increased appointments, increased sales, increased client loyalty and increased agent confidence. The effect of staying in touch with clients and connecting frequently with prospects has proven to have a positive impact on production, retention and client satisfaction.   Before the mid 1990s, staying in touch involved three strategies: face to face, phone, and postal mail. Today it requires a fourth-the internet. In fact, if you are not using email to stay in touch with your clients and friends, you are missing a huge opportunity! Over the last ten years, e-Relationship’s patent was issued and the system was loaded with appointment generating e-brief storyboards, likeability generating e-cards, validation generating e-articles and our content continues to grow. Increased flexibility and a set-it and forget-it auto e-mail feature has been added. All this, with award winning customer service has made us second to none within the financial industry! The process of attracting prospects requires a Specific Prospect Focus, Local Awareness Strategies, a program to create Advisor Uniqueness and a SYSTEM for implementing an Automated Frequent Touch Strategy. Though there are four phases, Frequent Touch is the hallmark to prospect attraction. The inability or oversight of staying in frequent touch will cause decreased loyalty and awareness to fade. The E-Relationship System compliments the Levelbreaker System for building a Client Focused referral based business.

Hoopis Community

The Hoopis Performance Network provides innovative sales training & leadership development resources to financial professionals worldwide. These field-tested resources have been developed from over 40 years of industry leading experience in our very own “living laboratory.” HPN’s multimedia products and services feature content from some of the top producers and experts in the financial services space. Based outside Chicago, Illinois, HPN is led by industry icon Harry Hoopis, CLU ChFC and Joey Davenport, CLU, CLF.

The HPN Team consists of a talented group of multimedia experts including world class facilitators, video production crew, graphic/web designers, instructional designers, sales team and client managers.