Executive coaching Hoopis Group offers executive coaching and management consulting, presenting an opportunity to sell leadership development, succession planning, and organizational effectiveness solutions to mid-market financial services firms seeking scalable growth.

Recruiting tech Their E-Cruiting Academy provides a structured talent acquisition system, suggesting potential cross-sell of recruitment process outsourcing, applicant tracking enhancements, and onboarding optimization services to banks and insurers expanding hiring.

Insurance brokerage With nationwide life, disability, and long-term care insurance services for advisors, there is room to upsell advisor protection products, carrier relationships, and bundled insurance consulting to financial advisory firms aiming to diversify offerings.

Industry positioning As a long-standing player in financial services with a 50+ year history and notable revenue scale, Hoopis can be a partner for firms seeking credibility in coaching, recruitment, and insurance solutions, targeting competitors’ client bases in the mid-market.

Technology leverage Utilizing modern tech stack including PWAs and cloud services signals opportunity to propose digital transformation, CRM optimization, and data-driven talent analytics to optimize recruiting and client engagement for financial services firms.