Unlock Potential. Drive Results.

The AdvisorDNA Navigator Training Program is a half day, leader focused workshop designed to equip managers with the confidence and judgment required to accurately interpret Advisor archetypes.

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The program introduces the three dominant advisor archetypes and provides clear insight into how each shows up in real work environments, responds to coaching, and performs under different leadership approaches.

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Rather than teaching generic coaching techniques, the training establishes a shared language and consistent interpretive framework. This enables leaders to make stronger onboarding, development, and performance decisions. Supported by concise video resources, the program allows organizations to scale assessment usage as a development tool while reducing misapplication and inconsistency across teams.

Are you looking to elevate your managerial coaching capability? Whether you are a first-time manager or an experienced leader, this program delivers practical, high-impact insights to unlock your team’s full potential.

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Coaching with Impact equips managers with a clear, disciplined coaching system that drives performance and results driven accountability. Leaders gain a deeper understanding of their coaching style and learn how to apply proven strategies to develop talent, improve execution, and create sustainable performance across their teams.

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This program is not theoretical. It focuses on practical application through a structured system that helps leaders manage their time and energy to drive a measurable return on coaching investment.

Would you like to better understand how to navigate working with your team members? 

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Our Team Dynamics program will guide you to better understand the personality traits of your team. Our analysis will provide you a complete personality overview of your team and strategies to work more effectively together.  

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Everyone benefits from this program as each member of the team will receive their own personality report as a self awareness tool. Our analysis will also provide you the leader a personality map of your team that we will review together to help maximize your team performance.

EDGE is a comprehensive financial services digital leadership development content library designed to help financial services leaders succeed at every stage of their leadership journey.

 

It offers a wide range of on-demand learning focused on essential leadership skills such as recruiting and selection, onboarding and development, expectations and accountability, leadership, agency development, culture building, and performance coaching.

 

The program supports financial services leaders from emerging, developing, growing to excelling levels, helping them strengthen their capabilities, build high-performance teams, and create thriving organizational cultures.

 

Whether someone is new to sales leadership or experienced, EDGE delivers practical, actionable content to grow their leadership effectiveness.

Leadercast 365 is a leadership development system designed to deliver the inspiration and insights that unleash a leader’s potential

so they (and their coworkers) thrive at work and in life.

With Leadercast 365, you have access to a wide range of resources, including upcoming Leadercast Events, Lunch & Learns, Meeting Starters, Courses, and over 1300+ short-form videos. This comprehensive package will take your individual and team's skills and abilities to the next level!

Why do over 50,000 financial professionals belong to the HPN University?

 

Over 300 Courses

Access to online video courses of top producers sharing language, ideas, leadership and management courses and best practices.

 

Prescribable Content

Through "directed learning", managers have the ability to prescribe courses to advisors.

 

On-the-Go Learning
Platform’s mobile design allows members to access anywhere, anytime for on-the-go learning.

 

Greater Accountability
Managers have access to reporting functionality to increase accountability around learning.