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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A man showing a woman something on his tablet

    6 tips to enhance client communication for financial professionals

    two women looking at a tablet

    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Creating habits to achieve your goals

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two men and a woman talk at table with a tablet

    Q2 earnings: Continued strength supports the stock market bulls

    A man sits at a desk with a notepad and a tablet.

    Will investors benefit if stocks and bonds go separate ways?

    A man sits at a table with a couple.

    Understanding credit spreads—the canary in the financial coal mine

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A man works at a computer.

    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

    A couple looks at a laptop.

    Help clients unlock cash with their non-retirement portfolio

    A man and woman look at a tablet in a field with cows.

    Helping farmers without heirs transition to retirement

  • About the blog
    • Our Contributors
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  • Two men shaking hands.

    Why professional guidance is so important when clients buy annuities

    The majority of annuity owners (68%) bought their annuity through a financial professional

    Client outcomes August 14, 2024
    • annuities
    • client relationships
    • income planning
    • retirement planning
  • man in apron serving cake to customer

    Help business owner clients find success ahead of retirement

    Discover how financial professionals can guide business owners through retirement planning, succession planning, and managing economic challenges with Nationwide's solutions.

    Client outcomes June 21, 2024
    • business owners
    • client relationships
    • retirement planning
  • Businesswoman sits at workplace meeting table

    Take the opportunity to talk with clients about long-term care

    Our latest LTC survey shows clients are looking to financial professionals to start an LTC planning conversation.

    Client outcomes May 21, 2024
    • health & longevity planning
  • A man showing a woman something on his tablet

    6 tips to enhance client communication for financial professionals

    Robust client communication skills can set you apart from your counterparts, leading to improved client satisfaction, retention, and referrals for your practice.

    Business Growth April 23, 2024
    • client relationships
    • practice management
    • retirement planning
    • technology
  • two women looking at a tablet

    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Explore effective strategies for drawing in and keeping high-net-worth clients, focusing on tailored services, trust, and advanced financial insights.

    Business Growth April 22, 2024
    • client relationships
    • income planning
    • investing strategies
    • practice management
  • A man and a woman review retirement documents at a table.

    Help clients realize their retirement dreams in a time of economic uncertainty

    Because of economic pressures and market volatility, many pre-retirees believe their retirement will be different from their parents and grandparents.

    Client outcomes April 15, 2024
    • client relationships
    • practice management
    • retirement planning
  • Unconscious bias: Acknowledging, owning, and overcoming our biases

    Learning about our biases is the first step toward overcoming them.

    Practice Management February 17, 2023
    • client relationships
    • practice management
  • Woman and man with dog in a grassy area

    The shifting retirement outlook requires new thinking for financial planning

    Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

    Client outcomes May 13, 2024
    • client relationships
    • income planning
    • investing strategies
    • retirement planning
  • customer getting coffee in a shop

    Financial Planning for Recovering Addicts: Reclaiming Stability

    Recovering addicts may face a unique set of challenges with finances. Here are tips to help your clients in recovery rebuild their financial stability

    Client outcomes June 27, 2024
    • client relationships
    • retirement planning
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Navigation

  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    A man showing a woman something on his tablet

    6 tips to enhance client communication for financial professionals

    two women looking at a tablet

    Strategies for attracting and retaining High-Net-Worth Individual (HNWI) clients

    Creating habits to achieve your goals

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    Two men and a woman talk at table with a tablet

    Q2 earnings: Continued strength supports the stock market bulls

    A man sits at a desk with a notepad and a tablet.

    Will investors benefit if stocks and bonds go separate ways?

    A man sits at a table with a couple.

    Understanding credit spreads—the canary in the financial coal mine

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A man works at a computer.

    Maximize retirement savings by utilizing Net Unrealized Appreciation (NUA)

    A couple looks at a laptop.

    Help clients unlock cash with their non-retirement portfolio

    A man and woman look at a tablet in a field with cows.

    Helping farmers without heirs transition to retirement

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA. The Nationwide Retirement Institute is a division of NISC. Nationwide Funds distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation, and Nationwide Fund Distributors are separate but affiliated companies.

The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance Company. It also includes trust programs and trust services offered by Nationwide Trust Company, a division of Nationwide Bank ®.

Nationwide, the Nationwide N and Eagle, The Nationwide Retirement Institute, and Nationwide is On Your Side are service marks of Nationwide Mutual Insurance Company. Let’s Face it Together is a service mark of Nationwide Life Insurance Company.

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