A financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office.
In this episode, David Armstrong is joined by Kristi Rodriguez, SVP of Nationwide Retirement Institute and John Carter, president of Nationwide Financial. Kristi and John discuss how advisors can provide additional value to their clients through diverse markets and with a sense of empathy for their needs and wishes.
In this episode, you will learn:
- The challenges advisors face when it comes to providing optimal value to their clients
- The importance of focusing on the client’s needs throughout the planning process
- How bringing new minds to the industry will open up new markets
Resources: WealthManagement.com | Nationwide Retirement Institute | Kristi Rodriguez | Nationwide Financial | John Carter
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