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Change can be good, but don’t forget to update our members
“If I listen to my client more, I learn more. The client also reacts much better to what I may propose as a part of that discussion. I have also noticed that the client begins to hold a much better opinion of my skills if I listen more and talk less.”
Josh | Independent Agent
"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
Using emotion as a force for good
And the survey says…
Premium increases: avoiding sticker shock
“I like exploring the possibilities of better investments that will fit my needs, and having my advisors talk me through what they recommend specifically for me.”
Channing | Member
Getting client data right the first time
Listen to a member who feels confident and secure.
Listen to what this member wants in a relationship
“Understanding more of why clients feel the way they do is important. I try to discover what their emotions are and why they are hesitant to make the right decision…once I do this, I'm able to help them realize how the right decisions are connected to their own priorities and goals.”
Ruben | Professional
Beneficiaries need a high degree of TLC
Omnichannel experiences: turning disconnects into connections
“It’s embarrassing to ask simple questions. It’s not that Nationwide has ever made me feel embarrassed, or that my financial advisors made me feel embarrassed. I just feel undereducated and I end up relying on my financial advisor to make all the financial decisions for me…I would appreciate very simple explanations about what the products are.”
Janelle | Member
Putting our best “paw” forward with members
