January 27, 2019

Originally posted in our financial blog: https://wfgconnects.com/sstevens/blog/new-financial-you

The new year is best known for resolutions. The trouble is that many new year’s resolutions don’t survive past the first month or so.

Why is that? You might suspect it’s beca...

January 24, 2019


It can't be said often enough. Listening is so important that there should be a training completely devoted to the topic (hint: this will be a topic in our upcoming CSP training class. Learn more.)

Listening seems to be a major struggle for many agents. Call handling...

January 20, 2019

Originally published in our financial blog: https://wfgconnects.com/sstevens/blog/the-top-8-reasons

Life will often seem to present signals about financial moves to make.

Starting your first job babysitting or mowing lawns? Probably a good idea to begin saving some of th...

January 18, 2019

"Empathize." I've heard it so often that at times it has lost all meaning for me. It doesn't help that many companies don't make a focused effort to effectively teach their agents what it means to empathize and how to convey empathy.

Empathy is so much more than "I apol...

January 18, 2019

 Why the sad puppy picture? Because dogs seem to be the masters of envoking empathy in us humans.

"Ok, so I apologize for your inconvenience. What else am I supposed to say?"

Stop, don't do that. Empathy is so much more than "I apologize for your inconvenience." In fact,...

January 17, 2019

Originally posted on our financial services site: https://wfgconnects.com/sstevens/blog

It’s the new year so there are bound to be some new resolutions you want to stick to.

If one of them is improving your budgeting skills – or maybe just creating a budget in the first...

January 22, 2018

Working from home can be amazing. You can work in cozy pajamas and everthing you need for a comfortable environment is within reach. You can have home cooked, gourmet meals everyday or munch all day on the noisiest, most obnoxious snacks. You can exercise without an au...

January 5, 2018

Body language is just as important over the phone as off it. Last time, we covered how a smile can be heard over the phone and its benefits. This time, it's all about how we sit or stand when on the phone. If you've ever had the chance to see a sales team in action, yo...

January 3, 2018

Body language is just as important over the phone as off it. For example: Did you know that a smile can be heard over the phone? A smile in your voice will help you sound friendly and personable. It can also disarm a person who is ready for a fight and encourage them t...

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4 Tips for Active Listening

January 24, 2019

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