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.
What a year it’s been! A global pandemic, social unrest, and a contentious election have underscored a truly volatile, uncertain, complex, and ambiguous year. As I look back on this year, I began to think about the lessons that I’ve learned and how they have the potential to impact my professional growth in the year ahead.
With the holiday season now upon us, we see people becoming more benevolent and willing to give of their time, resources and energy to charitable organizations. As you enjoy this time of year, consider the many ways you can give back to help others around you as a financial professional.
When we look at the financial services industry, change is happening at a rapid rate. The impact of new tax laws, the ever-increasing competition for dollars, technology, and the perspective that millennials bring, are just a few of the changes that require financial professionals to increase their change agility muscle.
Habits play an important role in our lives as they help us to do things better and save our efforts. Habits also give us more capacity to deal with more challenging and complex matters because they eliminate decision making. It’s not about perfection, but progress.
Research indicates that only 50 percent of financial professionals currently have business plans in place for themselves. As a financial professional, business plans help you define, map out and stay on a set path to achieve your goals and grow your business. Read the full article for some tips to get you started with a business plan and understand why the best time is to start is now.
With the unique partnership of HBCUs and financial services organizations, members of the Alliance seek to build sustainable economic wealth in diverse communities and increase the number of Black advisors and financial professionals through expanded research, increased training, and mentorship opportunities.
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