Client Management, Numbers, Retirement 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 can be a great time to check in with your clients and discuss credit card debt, check their credit score to make sure they’re where they want to be, help ensure they’re on track for retirement, and so much more. Although 53% isn’t ideal, this number shows improvement from 35% in 2009.

Clients

Clients Retirement Planning Retirement Budgeting

Investors face inflation, recession fears with confidence

Nationwide Financial

OCTOBER 10, 2022

Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®. In 2022, that number dropped 15 percentage points to 48%.

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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