Practice Management

How financial professionals can achieve their business goals

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. 

Nationwide Financial and industry partners join forces with HBCUs to promote equity and inclusion

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. 

Using your voice for good as financial professionals

Now, more than any other time in our history, everyone can let their voice be heard. As financial professionals, how will you use your voice for good? 

Building and maintaining strong relationships with clients post-coronavirus

The COVID-19 pandemic was an unwelcome and unexpected game changer for most Americans. Many watched their retirement nest egg wither or faced short-term financial challenges as well as the prospect of life-threatening illness for themselves or loved ones. 

Tips to minimize cybersecurity risks when working from home

With a growing number of associates working outside of secure office environments during the coronavirus outbreak, 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. 

Navigating through times of uncertainty to your new normal

As we navigate through a time of great uncertainty, there are some practical things you can do right now in order to not only continue providing outstanding service to your clients, but also to care for your own well-being.