Scenario
Door-to-door prospecting had always been a key tactic for identifying new clients. The pandemic changed that profoundly. As a result, there’s a real need to identify fresh approaches for client prospecting.

“If you are not growing, then in this industry you are dying. Short term my family doesn’t eat. Long-term is my book of business dries up and I’m not able to retire in the way I hope to and planned to.”

Takeaways
1
Streamline processes and systems to support timely interactions
2
Show empathy in listening and supporting our customers
3
Share knowledge so customers understand their options and possible outcomes
Customer
Professionals
Organization
Nationwide Financial
Core 4 Experience
Explore
Principles
Effortless, Personal, Reassuring
Goal
Find new ways to locate prospective clients