Nationwide Financial is committed to helping you build relationships with your clients and, in turn, helping you strengthen your practice.
It’s no secret that Medicare planning is complicated and often one that is saved for the last minute. That is why it is so important for your clients to understand this process prior to making their enrollment decisions.
Nationwide Financial President, John Carter recently hosted a conversation with members of the Alliance, including Kristi Rodriguez, Senior Vice President of the Nationwide Retirement Institute, Wes Thompson, President of M Financial, and Dr. Elwood Robinson, Chancellor of Winston Salem State University. In this discussion, the group addresses topics such as opportunities for the industry to become more inclusive, the Alliance’s approach to addressing this opportunity and why Black students should consider a financial services career path.
John Carter, President of Nationwide Financial, shares how we delivered profitable business results in a challenging year and why we’re committed to our key lines of business in the years to come.
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.
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