“I will call to ensure all paperwork/requirements are fulfilled and in order, check status of external transfers, and ask about the anticipated timeline for deal completion.”

Wilson  |  Professional
Scenario
Distribution professionals understand the value of keeping everything in good order for their clients.

Distribution professionals value ensuring everything is in good order for their clients. But amid today’s historic labor shortages, many are facing significant staffing issues that would’ve handled these tasks. Since 2020, many professionals have lost longstanding employees who helped with tasks like checking in with clients and handling daily administrative tasks. Distribution professionals said it’s taking them longer to find qualified staff, and when they do, new hires often lack the knowledge needed to handle everyday operations. In some cases, professionals find themselves operating with no supportive staff at all. There’s an opportunity to find innovative ways we can help distribution professionals to continue providing their clients the experience they expect. 

Takeaways
1
Assisting clients with everyday tasks is critically important
2
Each moment is an opportunity to show support
3
Professionals need help addressing their clients’ daily needs
Customer
Professionals
Organization
Nationwide Financial
Core 4 Experience
Manage
Principles
Reassuring
Goal
Ensuring everything is in good order