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Core Four
In Decide experiences, customers are considering their options.
We can support our Partners in establishing their value in the eyes of Members, who want to make confident, informed decisions.
Build a deeper understanding of our customers and find inspiration by diving into real-life stories, our latest research and solution starters.
Audience
Organization
Filtered by:
Streamlining the quote process
Communicating in ways the customer understands
“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
Listen to a client asking for help
Watch Thomas and Lorene’s caregiving story
Understanding clients’ lives: let’s make this easy
Let’s get proactive: client updates
Partners and carriers presenting in sync
“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
In this business, emotions come with the territory
Listen: rising above a flood of financial advice
“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
“Education is the key to my business. When people understand how things work, and know they have me to talk to, they feel much more comfortable to move forward.”
Kim | Professional
Listen to a member who feels confident and secure.
Listen to what this member wants in a relationship
“Products are very complex and difficult to explain to clients, which makes them less attractive to use. Too many options and difficult to communicate effectively.”
Carlos | Professional
Solution starters
Ready to use what you’ve learned?
There are all sorts of opportunities to apply the principles, tips and tactics covered here. Follow these links to go deeper and put your newfound knowledge to work.
Get a quick summary of the Decide Experience
Find more details in the Core Four Report
