Owner/Founder - Playmaker Coaching & Consulting LLC Jennifer Hensley CLU, ChFC Owner/Founder - Playmaker Coaching & Consulting LLC Jennifer leverages 20+ years of marketing and sales experience both in the agency system and Northwestern Mutual's corporate headquarters, as a master business coach, and playing sports to address complex problems with a big-picture understanding. She helps business owners act quickly on opportunities with strategic and creative thinking that delivers results. Jennifer zones in on the most impactful plays to advance the ball and build systems to positively impact the bottom line. Jennifer’s best teammates are her husband, Keith and daughter, Samantha who always push her to play her own game and stay on offense. She believes it’s important to live with intention. This year her word for the year is GO. It’s time to go be great! Previous Speaker Go back to Speaker Network Next Speaker

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Master Sales Trainer, Financial Services Speaker, President of P2P Group Jim Effner Master Sales Trainer, Financial Services Speaker, President of P2P Group Jim Effner is a financial services speaker and master sales trainer with 27 years of experience. Formerly, Jim was Managing Partner of the Effner Financial Group, one of the largest Northwestern Mutual offices in the country, consisting of 117 full-time advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion. Jim began the first 12 years of his career as an advisor and is a lifetime Million Dollar Round Table (MDRT) qualifier. He was also a three-time Forum qualifier, representing the top 5% of all Northwestern Mutual advisors, and the youngest person to make Forum the first two times he qualified. Jim has also overcome numerous life challenges, including losing his hearing just 30 days after taking his managing partner contract. Now, as President of P2P Group, Inc., he shares his proven systems for success with financial professionals around the country. Previous Speaker Go back to Speaker Network Next Speaker

President, Rockstar Consulting David Fisher President, Rockstar Consulting David J.P. Fisher (D. Fish) is a speaker, coach, and author. Building on 20 years of experience as an entrepreneur and sales professional, he’s helped thousands of financial professionals develop the strategies and execute the tactics to build their businesses. As the president of RockStar Consulting and Director of Training Content at Ajax Workforce Marketing, he works with individuals and organizations to create more effective networking, sales, and marketing skills – both in the real world and online. He lives next door to a beautiful cemetery in Evanston, IL that reminds him to appreciate every day. Previous Speaker Go back to Speaker Network Next Speaker

Next Item Previous Item Go back to White Papers List As technology continues to advance at warp speed and as the demographics and dynamics of the workplace change, it’s easy to fall behind. Here’s the good news: many common challenges that companies, firms and agencies face can be solved with e-learning. Here are six key areas in which e-learning can conquer the challenges that erode morale and profits in our organizations. 1. Generational Differences Can Cause a Disconnect With 80 million Millennials in the population, these 17- to 36-year-olds (in 2017) are the largest generation to date. Myriad companies have conducted research to discover how to provide training that will appeal to Millennials and result in the optimum outcome for organizations. In many companies, firms and agencies, there is a yawning gap in communication and mutual understanding among the generations. It’s important to train Millennials in a way they respond to. It’s also critical that Millennials, Baby Boomers and Gen Xer’s understand and respect one another’s differences in communication style, career mind-set and learning preferences. This type of communication gap can be an obstacle to your organization’s success, especially if your training manager is not on board with modifying training in a way that appeals to generations other than the one he or she represents. If that’s the case, that manager probably needs training and/or coaching to learn and accept generational differences. Here are a few tips for creating Millennial-friendly training, gleaned from our personal experience in training and from myriad research studies: Keep Millennials informed. They want to know what we expect of them, what criteria we will use to evaluate them and how it will impact them. Make the training tech-based. For Millennials, education has always been delivered via online platforms. Many are “digital natives” who don’t know anything else. Make it visually compelling. Millennials are accustomed to icons, infographics and other visual representations of data. Massive blocks of text will bore them. Coach them. Follow up with them regularly. Guide them through the entire learning program, one step at a time. Many are accustomed to “sound bites,” and a longterm training program can seem overwhelming. Make training flexible and easy to access. Deliver it in a format that fits younger advisors’ lifestyles. Many younger advisors log in at 1 a.m. or midnight to watch training videos. It’s not about our schedule; it’s about their schedule. We need to note here that flexible and 24/7 training is important for veteran advisors, too. Sometimes older advisors feel like their lives are being turned upside down because of the constant, frenetic pace of change. Many of them are self-conscious about needing to get up to speed in certain areas in which younger advisors already excel. Deliver training and education they can watch anytime, anywhere, in the privacy of their homes or offices. Numerous studies show this is what veteran producers want. When we interview experienced advisors, and ask them what aspects of their current role they’re unhappy about, they often say something like, “When I first joined the firm, I got great training for the first three months, but then it disappeared.” 2. External Managers and Specialists Need to Adapt to Your Systems When you hire managers and specialists from outside the organization, it’s important to make sure their initiatives align with what you’re already doing. This is especially critical if you hire more than one external person at once. You want to make sure that if they are building something new, it’s all done according to consistent guidelines that anyone in the organization can duplicate. Each manager doing something differently is not the way to run an organization. It should be something anyone can grab off the shelf and use. Training also can help you make sure your external managers aren’t bringing ineffective systems with them. If they had used those systems successfully in their previous roles, they wouldn’t have left. 3. Staff Members Need to Learn Something New Too often, when companies and firms train staff members, they provide training that teaches them how to do the job they’re already in. Sometimes that’s necessary, but we also need to teach them skills that will help them progress and learn something new. Research shows that a lack of training is one reason talented people leave. We often see producers with anywhere from 3 to 20 staff members who do 99 percent of the client interaction. These critical support staff won’t talk with clients about subjects they don’t understand — and that translates into missed opportunities for cross-selling. Offer them training that teaches them about all the products you sell. Make it part of their responsibility to recognize what products each client needs, and reward that effort with an incentive. Your sales will skyrocket. 4. Day-to-Day Documentation Should Be a Priority Accepting the responsibility for annual compliance is something everyone learns early in this career. But what about documentation of day-to-day occurrences that can have a significant impact on your organization? What if someone hears a conversation that turns out to be important, but no one documents it? What if a customer complaint snowballs, and there is no record of what happened? Training is a simple solution. Educate everyone in your organization about the importance of documenting various interactions with clients. Specify who is responsible for what, and provide them with guidelines. Everyone needs to be able to prove that they’re handling things as they are required to by law and according to the organization’s expectations. Building a training program like this will require your management team to make some business decisions. But it needs to be done. As the old saying goes, “An ounce of prevention is worth a pound of cure.” E-training can help, whether you hire someone to customize it or you produce it in-house. 5. There Is a Lot of Expertise in Your Organization That You Can Leverage People often learn their most valuable strategies from their colleagues. By establishing focus groups, study groups, joint-work opportunities, teams and mentoring partnerships, you can leverage the vast knowledge and wisdom that already exists in your organization. Offering this type of in-house training will help you retain your reps because they are likely to value being able to learn new things. This shouldn’t be the traditional Monday new-agent school; it should be an ongoing effort to encourage reps to share what they know with their colleagues. This will be especially helpful to second-to-fifthyear agents and veteran agents, who have already completed all the formal training and may feel like they’re no longer growing. They can watch training videos together and share best practices regarding what is and is not working. And they can find ways to combine their expertise in a way that provides clients with more value. You can use e-learning with these groups for brainstorming, to look for something they haven’t seen or heard before and to serve as a refresher on concepts they may have neglected, such as networking. Advisors can use the training resources to help them grow their businesses, develop their staff or junior associates in a team-building arrangement or bring a son or daughter into the business. For example, with e-learning, a veteran producer can spend his or her time teaching the next generation valuable relationship-building skills and have the younger reps supplement that unique perspective with videos that teach the fundamentals of selling. This cannot be a set-it-and-forget-it program. I am amazed at the number of organizations that spend a lot of time building a system and delegating tasks to people, but then there is no follow-up. They have no idea if the system is working or not. But they never followed up on it, promoted it or assessed its value. 6. E-Learning Can Be a Resource, Not a Curriculum Often, bite-sized training is more effective than a longterm, formal curriculum-based program. E-learning makes it easy for reps to access ideas, concepts, education, knowledge and skills. Many reps, especially Millennials, are more likely to use training that they view as a resource, not a curriculum. It needs to be something they want to learn, not something their managers expect them to do. With “sound bites” of training, such as short videos, reps can watch a brief segment over and over again. Repetition is the mother of all learning. When you hear something many times, you become indoctrinated into it, and your recall and retention improves. Lawyers don’t know every case study or precedent. They know the fundamental concepts by heart, and they know where to find the laws, regulations and proceedings that will help them with a case. 6 Common Challenges E-Learning Can Solve

Course Catalog Go Back to Main Catalog Page The Art The Science A Leader's Philosophy The Art - Classics The Science - Classics Classics The Art - Foundational Principles of Leadership - General The Art - Foundational Principles of Leadership - Office Systems and Processes The Art - Foundational Principles of Leadership - Visions, Missions, Value Proposition The Science - Foundational Principles of Leadership - Creating a Collaborative Environment The Science - Foundational Principles of Leadership - General The Science - Foundational Principles of Leadership - Office Systems and Processes The Science - Foundational Principles of Leadership - Utilizing Resources The Science - Foundational Principles of Leadership - Visions, Missions, Value Proposition Foundational Principles of Leadership The Science Pre-Management Orientation The Art - The Accountability Process - Activity Monitoring The Science - The Accountability Process - Activity Monitoring The Science - The Accountability Process - General The Science - The Accountability Process - The Power of Goals The Accountability Process The Science - The Alternative Distribution Process - Banking The Science - The Alternative Distribution Process - Multi-Line Firms The Science - The Alternative Distribution Process - Wholesaler The Alternative Distribution Process The Art - The Development Process - Experienced Associates The Art - The Development Process - General The Art - The Development Process - Ongoing Training & Development The Art - The Development Process - Production Growth The Science - The Development Process - Building Markets The Science - The Development Process - Experienced Associates The Science - The Development Process - General The Science - The Development Process - Inexperienced Associates The Science - The Development Process - Management Teams The Science - The Development Process - Ongoing Training & Development The Science - The Development Process - Production Growth The Science - The Development Process - Staff, Functional Specialists and Contingency Planning The Development Process The Art - The Recruiting Process - General The Art - The Recruiting Process - The Finding Stage The Art - The Recruiting Process - The Momentum Building Stage The Art - The Recruiting Process - The Selection Stage The Science - The Recruiting Process - General The Science - The Recruiting Process - The Finding Stage The Science - The Recruiting Process - The Momentum Building Stage The Science - The Recruiting Process - The Selection Stage The Recruiting Process EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Chief Investment Officer of Redwing Financial Dina Renee Weiss Chief Investment Officer of Redwing Financial Dina Renee Weiss serves as a financial, life and business coach, as well as the Chief Investment Officer of Redwing Financial. She began her career in the financial services industry in 2005, and built her reputation from the foundation up, focusing initially on the clients themselves, building trust and establishing a strong rapport prior to engaging in a financial planning and investment management relationship. She has carried that client-centered and educational philosophy into her investment and financial planning approach, working with generations of families to ensure proper and full understanding of the financial responsibility of daily life, as well as the investment process and those options available in today’s diverse and complicated investment marketplace. Dina aims to help individuals determine their goals, truly understand their individual risk-philosophies, manage that risk through the design of a comprehensive planning package, implement a well-organized plan of action, and finally embrace a disciplined approach to accountability and investing. She is firmly committed to serving her clients and looks to add value by providing timely, consistent and ongoing communication. Outside of her professional pursuits, Dina also holds her certification as a holistic health practitioner and has philanthropically provided health coaching services to more than 1,100 individuals seeking to live their best life. She volunteers her time and efforts as much as possible and sees the greatest reward in her life as the success of those who seek her guidance. In addition, she is the co-author of Ready to Launch – How Prepared are they for the Real World, a book aimed at assisting families in preparing their children for the realities of life beyond their childhood home. She has long been a writer, primarily in theatrical arts, comedy and poetry, but now tailors her writing towards practical and easily-implemented guides to developing a sense of ownership and personal responsibility for every aspect of an individual’s life. Previous Speaker Go back to Speaker Network Next Speaker

President at Taylor Insurance & Financial Services Eszylfie Taylor President at Taylor Insurance & Financial Services Eszylfie Taylor is the president and founder of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. Over the past decade, Mr. Taylor has been widely-recognized as an accomplished producer in the industry, receiving the National Association of Insurance and Financial Advisors (NAIFA), “Agent of the Year award: Los Angeles” in 2010 – 2012. Additionally, Mr. Taylor is a 13-time “Million Dollar Roundtable” qualifier, the last four of which he has been a “Top of the Table” producer, ranking him in the top 1% of all producers, worldwide. Most recently, he was selected to win NAIFA’s Top 4 Under 40 Advisors award for 2015. Mr. Taylor has achieved consistent high levels of production due to a combination of education, motivation, a positive outlook and deep desire to help others improve their lives. Over the course of his career, Mr. Taylor has obtained the Series 6, 63, 65, and 7 licenses, in addition to a Life and Health Insurance license. Mr. Taylor began his career at age 22 with New York Life Insurance Company, where he soon ascended to the Chairman’s Council reaching the ranking of #1 Broker in Los Angeles (2006 – 2013), Chairman’s Cabinet, which defines the top 50 agents out of the Country’s 13,000 plus (2010 – 2013), and #1 Agent for the Company’s African-American market (2006 – 2013). In 2007, he began building his own firm, Taylor Insurance and Financial Services. In 2013, he left New York Life to grow his independent insurance and financial services firm. Eszylfie was born and raised in Pasadena, California. As a top flight high school athlete playing in four varsity sports, he completed a notable collegiate basketball career at Concordia University in Portland, Oregon, graduating magna cum laude with a Bachelor’s Degree in Business Management. Mr. Taylor currently sits on the board of three non-profit organizations dedicated to business empowerment, children’s’ health, and social services. In his free time, he mentors upcoming youth as the Founder of the non-profit Futures Stars Camp (www.futurestarscamp.org ) for kids, which is dedicated to providing basketball training and life coaching skills. In addition to his passion for business, Eszylfie is engaged in raising three daughters with his wife in Pasadena where he still resides. Previous Speaker Go back to Speaker Network Next Speaker

Next Item Previous Item Go back to White Papers List Do you feel anxious whenever your phone rings or you must call someone? Do you worry about what you are going to say? Are you worried about embarrassing yourself, so you avoid or put off making that call? Do you ignore other people’s calls? Do you constantly replay conversations in your head after you hang up from a phone call? If the answer is yes to any of these questions, you may suffer from phone anxiety, also known as telephobia. While you might think that this isn’t a problem, there are many missed opportunities and poor communication that occurs because of one’s hesitation to answer or make a phone call. What is Phone Anxiety? Phone Anxiety, or Telephobia, is a reluctance or fear of making or taking phone calls. Believe it or not, this is a recognized social disorder, or type of social anxiety. Perhaps you fear that you are intruding, being unintentionally rude, or even that your voice sounds funny, can keep you from making a call or picking up that phone when it rings. While some may suffer from telephobia, it has been noted that a large majority of millennials (those born between 1981 and 1996) struggle with this disorder. Symptoms of phone anxiety are the same as any other type of anxiety, which may commonly include: Panic attacks Shaking Racing heart Difficulty concentrating Sweating Difficulty in getting the words out when speaking Social anxiety disorder affects approximately 15 million American adults and is the second most commonly diagnosed anxiety disorder following specific phobia, according to the Social Anxiety Disorder | Anxiety and Depression. The average age of onset for social anxiety disorder is during the teenage years. Although individuals diagnosed with social anxiety disorder commonly report extreme shyness in childhood, it is important to note that this disorder is not simply shyness. The Phone Anxiety Paradox Considering the fact that 85% of Americans own smartphones in 2019, according to the Global Mobile Consumer Survey, phone anxiety is one of the great paradoxes of today’s world. According to a recent Gallup poll, nearly half of all smartphone users can’t even imagine life without their phone. We adore our smartphones, carrying them everywhere with us, sleeping with them, and touching them an average of 2,617 times a day. More intense users are touching their phones as many as 5,427 times a day. This is interesting considering many are avoiding the actual thing phones were created for – phone calls. Why Do People Suffer from Phone Anxiety? The common reasons that people suffer from phone anxiety can be lumped into inexperience, pressure, and insecurity. Let’s take a closer look at each of these. Inexperience is a simple and understandable reason as to why someone may experience phone anxiety. We live in an era where people tend to text more than they talk on their mobile devices, so when the phone rings, those with phone anxiety may become hesitant simply due to unfamiliarity. Too often, when one begins a sales career, he or she is simply given a phone and a sales script of what to say, but most are not trained in understanding the phone calling process and its various techniques. Pressure and stress are other reasons people suffer from phone anxiety. When texting, if you run out of things to say, or are unsure of how to respond, you can simply stop replying. This option doesn’t exist when talking to someone over the phone. Many people feel the need to try to keep conversations going, but when they inevitably fade, and periods of silence develop, some may begin to feel uncomfortable as awkwardness ensues. After experiencing situations like this, those afflicted with phone anxiety will begin to encounter symptoms of the disorder every time their phone rings. Insecurity in not being able to see the other person is another excuse for phone anxiety. While the exact percentage is impossible to determine because of varying situations, experts agree that approximately 90% of our communication is nonverbal. When we engage in conversations, many elements are factored in, as our brains work to decipher not only what they are saying, but what they mean. Some of these elements include tone of voice, fluidity of words, mannerisms, eye contact, physiological behavior (i.e., sweating and scratching), and much more. When we talk to people over the phone, we are losing the majority of the indicators that help us communicate efficiently. This plays a major role in the development and triggering of phone anxiety, because the ability to gauge how our words are being interpreted, greatly diminishes, which makes those who suffer from social anxiety insecure about conversing through their mobile devices. Millennials and Phone Anxiety Many millennials struggle with mental health, and their generation has been dubbed as the “anxious generation.” Whether you are a millennial suffering with phone anxiety or trying to get ahold of a millennial with phone anxiety, it can help to understand the possible root causes and reasons for the cold shoulder. A survey from gadget retail site BankMyCell attempts to delve into why many millennials love their phones but hate talking on them. The top reasons for a millennial not to answer an incoming phone or reach out to you with an email or text instead of calling you include: Calls can be time-consuming. You have no way to tell if a call will take minutes or hours. Millennials want to communicate faster and prefer getting straightforward answers. Calls are disruptive. In most cases, your phone will vibrate with a call at a random time of the day, potentially interrupting whatever activity you’re doing if you answer. Calls come off presumptuous. Overall, when someone calls you it’s probable that they need something from you. There is an assumption that you have the time to be interrupted. One millennial told the Wall Street Journal, “Calling someone without emailing first can make it seem as though you’re prioritizing your needs over theirs.” Calls are commonly inefficient. When you’re using a messaging service, you can drop in and out when you want. Sending an email or message via an app gets straight to the point without any polite small talk. Calls can be annoying. Getting a presumptuous call from someone creates a negative reaction. People often sigh or roll their eyes when a call comes in at an inconvenient time. Calls are stressful. Everyone is so productivity driven that in many situations like work, calls can be stressful. You could be working on a deadline or rushing to get out the door and the distraction interrupts you at the wrong time. People like to avoid conflict. Calls leave you little time to compose yourself. You can feel vulnerable about how you come across and what you’re going to say if confronted. Calls are rarely private. You can message nonstop in a room and no one will know what you’re saying. If you want a degree of privacy on the phone, you’ll have to relocate yourself to stop people from eavesdropping. How Phone Anxiety Affects Your Life As our phones become a bigger and more important part of our personal lives, as well as our professional lives, a sufferer of phone anxiety may risk important relationships when they ignore or avoid phone calls. Whether it’s a friend, family member, a colleague, or a client, some people may take the avoidance as a sign that you don’t want to speak with them. This can greatly affect relationships with those individuals. If you have or are planning to get a job that requires communication over the phone, such as sales or consulting, your phone anxiety could potentially prevent you from getting or keeping your job. For those with symptoms that include stammering, it could be perceived as unprofessional, and may even impact your work performance and even your employment status. How to Overcome Phone Anxiety While it may seem impossible to overcome your phone anxiety, it can be overcome with hard work and dedication. Since there are many reasons for phone anxiety, there are also many techniques, and some may be more effective than others. Here are some simple, yet effective techniques to implement to help you combat your anxiety. Before You Call Relax and Breathe. Taking a deep breath before making a call or answering the phone might seem easy but is proven to be effective. Breathing increases oxygen to the brain and helps calm the mind. This can help increase the fluidity of your thoughts as they are being converted into speech. Try “tactical breathing” (so named because it’s a technique that soldiers and police officers use to quickly calm down and stay focused during firefights). Here’s how to do it: 1) Slowly inhale a deep breath for 4 seconds. 2) Hold the breath in for 4 seconds. 3) Slowly exhale the breath out for 4 seconds. 4) Hold the empty breath for 4 seconds. 5) Repeat until your breathing is under control. Create a Script for the Call. Writing out what you want to say takes away some of the unknown and will make you feel more confident that you will be able to accomplish your objective during the call. Consider writing out your opening word for word, as this can be the hardest part of the call. Once you’re past that, you’ll often feel less nervous. In your opening, make sure to say who you are, where you’re calling from, and what you are calling about. Next, make a list of key points you want to discuss during the call. Try to anticipate what the person on the other end might ask you, and what you’d like to say in response. Write down any numbers or names you might be asked to provide. If you’re making a social call, write down possible conversation topics and questions you can ask to keep the conversation going and avoid that awkward silence. Add as much detail as you’d like to your script. You won’t likely be able to (or want to) read it word for word, but it will give you confidence as you go into the call. Rehearse. If you’re especially nervous, consider rehearsing your opening before making your call. Hold the phone to your ear and speak into it to make it as realistic as possible. Avoid over-rehearsing as this may make you come across as if you aren’t listening to the person on the other line. • Call someone else first. Right before you must call a stranger or someone who makes you nervous, call someone like a family member or significant other that you feel completely comfortable talking to over the phone. After a short warm-up conversation with them, make the other call immediately. This can be a very effective technique for calming your phone shyness, as the first call soothes the part of your brain that associates being on the phone with stress. During the Call Walk around and make gestures. Studies have found that when your arms are constrained, you feel more nervous and use more language fillers (like “ums” and “uhs”) because you’re less confident that your message is getting across. Consider moving and using body language even though the person you’re talking to can’t see it and you will likely feel more comfortable and natural. Smile. While we may think that we only smile in response too feelings of calmness and happiness, smiling can actually create these feelings. Research shows that even a fake smile during a stressful activity can decrease your heart rate and stress level. Additionally, you’ll sound friendlier to the person on the other end of the line. Look in the mirror as you talk. Part of what creates anxiety during phone calls is that the only feedback you get is the person’s voice without seeing their reassuring facial expressions. Looking at yourself in the mirror can help make you feel less awkward because it tricks your brain into thinking that you’re talking to another human face-to-face. Take Your Time. Phone conversations typically don’t need to be rushed. Rushing is probably the number one contributing factor causing mistakes in many facets of life. When you are routinely rushing to communicate, and you are not being clearly understood, you are not communicating effectively. As a result, you start to develop insecurities, which often triggers even more anxiety. Speaking over one another or interrupting can become awkward quickly. When conversing, just remember to take your time to listen carefully and speak clearly. Practice. Make one phone call each day. If you don’t have anyone that you need to call, call a business and ask what their hours are. Work your way into doing calls that require longer openings, and more back and forth. Find reasons to call customer service or call and make appointments. The more you do it, the more you will overcome your fear and become more efficient. Keep in mind that perfection rarely exists in communication. Speaking without nonverbal clues can be tricky in virtually every situation. If you flub a word, or stutter, chances are the person you are speaking with has done the same thing many times before as well. Some people simply have more experience with phone calls. The next time you get on the phone and start to feel symptoms of your anxiety kick in, remember that it has happened to everyone at some point in time. There’s nothing to be ashamed of. We’re all human. Making Phone Calls More Productive Be aware that a large percentage of people suffer with phone anxiety, so you will be more productive and efficient if you take the time to discover the preferred communication channel of the person you are trying to reach. If a phone call makes sense as the best channel, arrange a good time to call and be respectful of the other person’s time. Sending an email or message with preliminary details may ease anxiety that the other party may feel about a phone call. Recognize that calling someone with a valid business goal is not bothering them as long as you are confident and efficient. Many customer relationships can’t be developed without a conversation, and companies who use the phone to connect with, train, and assist new employees, have better acquisition and retention rates. Harvard Business Review reported that 57% of customers have had to switch from the web to a phone call to resolve an issue. NewVoice found that 75% of consumers chose the phone as the “most effective way of getting a quick response. The quick back and forth communication of a phone call can often resolve misunderstandings faster than other seemingly convenient channels like email or text. Conclusion Phone anxiety is a real disorder that affects many people and impedes communication and opportunities regularly. Overcoming this fear and learning to best communicate with every person will improve business and personal relationships. To learn how to develop the skills necessary to overcome your anxiety, and thrive in this new, competitive environment, contact Hoopis Performance Network to learn about the many tools and resources that are available to help you overcome anxieties and master phone calls. HPN provides knowledge and skills training for management, producers, and staff in the financial services industry. Whether you own or manage an insurance agency or an investment firm, we want to give you and your employees the tools needed to successfully grow your business in a competitive industry. Contact us today for your training and education needs and to learn more about how to best communicate with all groups with varying communication preferences. Overcoming Phone Anxiety