Client Management Financial Planning Numbers Retirement Planning 
Nationwide Financial
AUGUST 14, 2022
Speaking with clients about their savings goals can be a great way to engage them in basic financial planning and help prepare them for unexpected bills. Although 53% isn’t ideal, this number shows improvement from 35% in 2009. Retirement Planning.
Nationwide Financial
OCTOBER 10, 2022
Among financial professionals, the swing away from optimism was even more dramatic. In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. The value of financial planning.
Expert insights. Personalized for you.
59 
Let's personalize your content