As a financial professional, you’re always honing your craft and keeping a finger on the economy’s rapid pulse. Discover the latest news, opinions and educational resources from Nationwide Financial to help you manage your practice.
In the digital era, you have access to a plethora of tools and software that facilitate financial planning, enabling you to create detailed, customized financial plans that incorporate annuity products, considering the diverse assets that clients have acquired from various sources.
We all possess biases and without reflecting on them, we run the risk of inadvertently negatively impacting client relationships based on our biases, whatever those may be. We discuss what unconscious bias is and strategies to overcome and learn from your biases here.
The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry. Read more about why the Financial Alliance for Racial Equity, or FARE, was created, and some of the things the alliance has accomplished so far.
Many of us are now working from home or remotely either full-time or in some type of hybrid fashion due to the COVID-19 pandemic. It is important for us to find a routine and best practices that works for each of us. View 15 of our WFH tips here.
Financial professionals can focus on building strong relationships with Black consumers to help them improve their financial wellness, close the racial wealth gap and create legacies for future generations.
With more associates working outside of secure office environments due to cultural shifts in the workplace, the door is wide open to more cyber vulnerabilities. To help you protect your home network, our Threat Intelligence Advisory team would like to share a few insights and tips to avoid cyber risks.
NFM-17762AO