Client Management, Numbers, Planning and Retirement Planning

Looking for a conversation starter with your clients? Happy National Financial Awareness Day!

Nationwide Financial

AUGUST 14, 2022

National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. 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. Retirement Planning.

Clients

Clients Retirement Planning Retirement Budgeting

Investors face inflation, recession fears with confidence

Nationwide Financial

OCTOBER 10, 2022

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. That number is 17 percentage points higher than it was last year. The value of financial planning. View the infographic.

Financial Planning

Financial Planning Retirement Clients Planning

Financial Advisor Source

Looking for a conversation starter with your clients? Happy National Financial Awareness Day!

Investors face inflation, recession fears with confidence

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