FIRM FOUNDATIONS- TALENT ACQUISITION

Live workshop designed for recruiting and selection in the financial services industry.


Upcoming Live Workshop Dates:

April 28th & 29th (2020)

Registration Coming Soon!

September 16th & 17th (2020)

Registration Coming Soon!
Recruiting Workshop 1
Recruiting Workshop 2

RECRUITING WORKSHOP

 

In partnership with HPN & LIMRA, rekroot has designed a talent acquisition workshop that teaches talent acquisition from start to finish. Attend an open enrollment or have rekroot design the format for a specific-company workshop. The workshop focus will be in skill set, strategy and execution. Learning best practices around sourcing, language and the entire interview process. This is a great way to stay up-to-date on recruiting trends.

Firm Foundations: Talent Acquisition

This program is designed for those who have the responsibility to recruit individuals into the financial services industry. The workshop will provide field-tested, top industry expertise with over a 17+ years of combined recruiting experience. We encourage teams to attend together.

Agenda:
  • Current recruiting trends
  • Understanding the next generation of sales talent
  • Setting up for success: building your brand and understand the what and why behind your numbers
  • Recruiting: LinkedIn, COI’s and Nominators, referral culture, specialty recruiting
  • Panel of experts: hear from a recruiter and manager that have been successful recruiting in our industry
  • Selection: the process and using behavioral interviewing techniques
  • Recruiting commitment plan

By attending this workshop, you will leave with a recruiting commitment plan, an understanding of what it takes to achieve your yearly goals, know how to source your ideal candidate, understand best practices for the selection process and know how to attract different generations to the opportunity.

SPEAKERS


Kimberly Buck

Kimberly Buck

Co-Founder

rekroot

Early in her career within roles at careerbuilder.com, staffing, and financial firms, Kimberly became observant that recruiting is a sales job, not just an administration job, and that helping recruiters to thrive in their career was overlooked. Recruiters having success to realize this career can be a life-long fulfilling role was also absent.

Kimberly explains, “I thrive on the trifecta of being able to pass along knowledge to both new and seasoned recruiters who have the passion to succeed, while having the patience to develop a fine art of selection.” With Kimberly’s guidance and rəˈkroot’s efficient systems and structure, recruiters will understand what it takes to succeed, stay motivated collaborate with additional team members and have the confidence to work through skillset and knowledge of the industry to have conversations with purpose!

Before co-founding rəˈkro͞ot, Kimberly primarily worked with Northwestern Mutual and MassMutual in Executive Selection Roles, coaching teams of recruiters, managing directors, and new members of management. Kimberly has a proven track record of success from coast to coast.

In her most successful recruiting year, Kimberly personally recruited 21 associates.

Kimberly resides in Chicago with her husband, Tim & French bulldog, Oscar. She enjoys traveling and is a die-hard University of Iowa Alumni. Go Hawks

Morgan Freitag

Morgan Freitag

Co-Founder

rekroot

Morgan began her career in retail with Ralph Lauren, traveling around to different store locations to recruit, rebuild or develop a successful sales team. After many years in the retail industry Morgan was introduced, by none other than her good friend, Kimberly Buck to Northwestern Mutual. Starting out as a Financial Representative gave Morgan a first-hand experience in to the role. A move to NYC took her career with NM into a new direction as a recruiter. After 7 years with Northwestern Mutual her experience in building, coaching and developing teams of recruiters, Morgan now wants to bring that knowledge to the industry.

Morgan’s thought process behind recruiting has always been “leave the candidate in a better position than when they first walked in your door. It’s a simple concept, however will make you a memorable recruiter.”

In her career, Morgan has taken a strong effort to understand the changes in recruiting, from paper resumes to “e” recruiting with a tool like LinkedIn. Her efforts in her personal recruiting success will help her relay to your company and take your sourcing to the next level.

Morgan is currently pursuing a certification as a “Certified LinkedIn Professional- Recruiter”. On a personal side, residing in Chicago has her summers full of running, music and neighborhood festivals.

Joey Davenport

Joey Davenport

CLU, CLF, CLTC

President

Hoopis Performance Network

Joey is President & Principal of the Hoopis Performance Network in Chicago. He has twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker.

As a Certified Trainer and Master Coach, he is considered the Executive Producer of Northwestern Mutual's Enduring Relationships program and the Hoopis University. He is also one of the principal authors and co-producers of the advanced sales training program, Factfinding DNA. Joey is co-author of the #1 best-selling book, "The Power of Coaching: Engaging Excellence in Others." He is the executive producer of the award-winning Trustworthy Selling sales effectiveness program developed with LIMRA International and the recently launched Advanced Planning Channel. His web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute's Top 10 Case Studies.

Joey is Past President of NAIFA Chicago and a graduate of NAIFA's Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the Jack E. Bobo Award for Association Excellence from the NAIFA Federation. He is an international main platform speaker and his work has been featured in numerous industry publications.

Joey lives in Chicago with his wife Lyndy and their son William. He enjoys spending time with his family, traveling and playing music in his blues/rock band.

Harry Hoopis

Harry Hoopis

CLU, ChFC

CEO

Hoopis Performance Network

Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois.

During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago’s Leadership in Life Award. Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual’s General Agent’s Management Association.

He is still an active member of two of the industry’s most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principal author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. He has two adult children, Krina and Peter, and is the proud grandfather of Alex, Sophie, Teddy, McKenzy, Teagan and Brecklyn.

Brianna Tucker

Brianna Tucker

Strategic Growth Manager

rekroot

Brianna is the Strategic Growth Manager of rəˈkroot, who joined the team in May of 2018. She focuses on the growth of the organization, as well as the growth of her clients’ organizations through introducing career changers to the financial services career.

After serving as the Assistant Director of Child Youth Programs for the US Navy, Brianna was introduced to the idea of working in financial services by her financial advisor. After a few rounds of interviews for the advisor role, Brianna asked the recruiter at the office to call her when a role “like her’s” (recruiting) would be available. And she did!

Brianna started her career in financial services in 2016 as a Director of Selection and Recruitment at Northwestern Mutual. Her early understanding of the importance for clients to have a financial plan, made her extremely passionate about the industry and its impact. With a focus on building personal relationships and a genuine interest in seeing others flourish, Brianna has been successful transitioning her Human Development educational background into a fruitful business model for recruiting. She has also developed systems to improve recruiting processes internally for both financial representatives and the recruiters; with a focus on community engagement, branding, and centers of influence. Seeing her recruits grow both personally and professionally was and is not only a goal but a reward.

People are her passion, and she truly believes that all of life’s moments are made by the people around you. She is an avid foodie, and loves creating new dishes and exploring local markets. You can find her hosting a group of friends to try a new recipe, while discussing the latest book-club book, or her Alma Mater, University of Illinois.

Francie Cavanagh

Francie Cavanagh

Talent Scout Manager

rekroot

Francie is the Talent Scout Manager at rəˈkroot, who joined the team in June of 2019. Francie focuses on the quality of the people we select to work with our clients to fill key roles. Her main goal is to assist with selecting and selection process to aid in the growth of the great organizations rəˈkroot works with.

After serving as the Staff Development Coordinator for Camp Adventure Child & Youth Services™ at the University of Northern Iowa followed by serving as the Director of Child & Youth Programs for the Department of Navy for a total of 10 years, Francie was introduced to financial services from rəˈkroot’s team member Brianna. Francie worked within the recruiting & selecting space in both of her previously held roles. Francie has a passion of introducing opportunities to others and ensuring they are being placed in the right roles, with the right people and watching them succeed!

Francie started her career in financial services in 2018 as the Director of Selection at MassMutual in Chicago. She has developed systems to improve recruiting processes internally for both financial representatives and organization leaders. Francie is driven to introduce veterans and educators into the financial services industry, as her background in teaching and working with U.S. armed forces allows for her to add to a diverse recruiting/selecting model. At the end of the day Francie’s selection goals are to ensure a positive selecting culture, be proactive, take ownership of selection and finally, ensure that selection is the gift that keeps on giving to the clients we work with!

Francie is a native Iowan (Go Panthers!) who lives in the Chicagoland area. She LOVES to travel around the world, living in both Europe and Japan in the past. You can find her escaping it all by watching her beloved Cubbies, either on the northside in Wrigleyville, on a patio watching the game with good company or even making the trip to Arizona for Spring Training. Francie feels fortunate to work with such a motivating team of women who are make “work” a positive place to be everyday!

Guest Speakers

A rotating panel of peers handpicked by the rekroot team.


Richard Funke

Richard Funke

Assistant Vice President

Director of Global Business Development for Talent Solutions at LIMRA

Robert Dougan

Robert Dougan

Talent Strategist

Self Management Group

Lisa Kelenic

Lisa Kelenic

Coach & Business Professional

Spoke Wheel Coaching & Consulting

Barbara Bouboutsis

Barbara Bouboutsis

Agency Recruiting Consultant

Country Financial