In the Decide experience, partners are motivated to connect a client’s goals to product recommendations. When it goes wrong, the client received information that didn’t apply to their circumstances and goals. When the experience goes right, they’ve equipped their client with the ability to make an informed, confident decision. This is a critical juncture. It’s important partners educate their client without overwhelming them. This is an experience where Nationwide and partners working in sync is particularly important.
“Once we are sure of what we want to share with the client, we compare three options and present. Our providers help us create the presentations.”
When this experience occurs, partners value Nationwide’s involvement. Most often, Nationwide will provide a presentation which greatly assists a partner’s ability to present options. But to use an analogy— partners like to be in the driver’s seat while Nationwide is the passenger. Whether positioning insurance or investment options, a partner’s goal is to adequately explain options. Nationwide’s involvement can help ensure that any questions are addressed fully and accurately. Maximum expertise is the name of the game here.
This approach can also go a long way towards increasing a client’s trust. When there’s clear alignment between a professional’s advice and the carrier’s own talking points, the client can see that everyone’s in sync. This often makes it easier for a professional to successfully guide the client towards making a confident decision.