Nationwide Financial

AUGUST 14, 2022

Speaking with clients about their savings goals can be a great way to engage them in basic financial planning and help prepare them for unexpected bills. Although 53% isn’t ideal, this number shows improvement from 35% in 2009. Sticking to a budget can help your clients save a little bit each month and build up their savings.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

Nationwide Financial

OCTOBER 10, 2022

In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. That number is 17 percentage points higher than it was last year. In 2021, 63% of FPs were optimistic in their 12-month outlook.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246