Joey Davenport Oct 12, 2020

Classroom Training Best Practices

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Classroom Training Best Practices

Welcome to this week’s Virtual Coach for Field Leaders! The purpose of this tool is to provide you with practical ideas and best practices on how to fully maximize the HPN University with your producers. This week we’re going to focus on Classroom Training Best Practices.

In the last session, we introduced you to Classroom Training.  We showed you how it works and how the content is divided up. If you’re unfamiliar with all the classroom training modules, the 24-month pre-fabricated curriculum is a great place to start.  

To find this go to the main menu of the HPN University and click on Classroom Training.  Scroll down and click on the Months 1-24 curriculum.  

Each month has 4 videos meant for one video per week.  The first week is always a sales skills video, the second is product knowledge third, practice management, and we always end the month with a motivational video.

With the 24-month curriculum, there are two classroom training checklists.  Months 1-12 and 13-24.  These checklists are great, especially if you are still familiarizing yourself with all the videos in our Library. Use this as a framework to start a weekly classroom training program.  Print it out or save it to your desktop. 

Work through each week, write the date of when you facilitated, make notes, and even cross out the modules that you didn’t think worked for the organization, next thing you know, you are creating your own customized classroom training. 

One thing to keep in mind about this curriculum is that it is not progressive.  For example, if you started Month one, Week 1, and a new advisor came in during Month 3 Week 2, they would not have to complete the previous weeks to catch up.  

Keep in mind that Classroom Training isn’t just for brand new advisors, it’s great for veteran and experienced advisors as well. A best practice to get veteran advisors in your classroom training is when you open up the facilitator guide, each has an overview section.  This is a short paragraph about what you will be covering for that week.  Copy and paste this overview in the body of a calendar invite, with the module title in the subject line. 

Make sure you send the invitation to everyone within that office or agency.  Some organizations make it mandatory for advisors within two years and under to attend these training sessions but open the invitation to everyone.

What you will start to see is the experienced advisors get curious about what is going on in your classroom.  You’ll find some need to brush up on a language or want new ideas.  They will show up and add their own experience and share techniques that have worked in their own practice.  Pretty soon everyone is interacting with one another and maybe even some joint workgroups will start to form.  

We want to know what you’re doing in your day-to-day. Tag us on social media with the hashtag #HPNLife and share how you’re utilizing your HPN University subscription!

Good luck and see you next time! 

If you’d like to talk more about this or other best practices for using the HPN University, contact us for a free consultation at info@hoopis.com!

Published by Joey Davenport

Joey is President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in the financial services industry as a producer, manager, entrepreneur, and international speaker. His organization, the Hoopis Performance Network, was recognized for the 3rd year in a row by Inc. 5000 as one of the fastest-growing privately-held businesses in the U.S.