“What I’ve built over the last 35 years that I want to protect would be my client relationships…protecting them is critical to continuing the business and growth of the business. How my providers can help me with that?”
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Healthy client relationships: the lifeblood of your business
Scenario
Professionals want to protect the client relationships that they’ve built and maintained over many years.
Takeaways
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Big picture
Protecting client relationships is a key factor for professionals to maintain and grow healthy businesses.
Next Steps
Check out State of the Customer reports to learn how Nationwiders are delivering effortless, personal, reassuring experiences across the business.
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Learn consumer trends that prepare us to take proactive measures to deliver effortless, personal, reassuring experiences.
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Related customer insights
Continue your journey through stories in the Manage Collection.
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"There's nothing specific on this letter that says, ‘This is what it means for you. This is how it would play out for you if this scenario, or that scenario, or this scenario.’ If I could Google these terms and figure out what they meant, it wouldn't really satisfy my specific questions about, ‘What does it mean for me?'"
Amy | Member
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“The majority of our phone calls are clients calling in to make premium payments. Clients insist on calling or visiting the office. It gives us a chance to interact with the clients and build relationships.”
Phil | Professional
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"Another reason I prefer online is because I am a little bit hard of hearing, and sometimes, I'll miss something. Like talking on the phone, I hate to keep interrupting and saying ‘What?’ and, ‘Oh, can you say that again?"
Ibrahim | Member
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“Clients sometimes need to have someone go over their statement with them. These calls can be difficult sometimes because the market doesn’t always run up. But if handled properly, they give me a good reason to connect with clients and give them the appropriate financial advice that they need.”
Jerome | Professional
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