David Giertz recently sat down for an interview with the Wall Street Journal to discuss what financial advisers can do to make sure their clients don’t seek out other counsel. Along with the Journal’s Veronica Dagher, the two discussed ways for advisers to better serve their clients by discussing social security.
In a survey conducted by Nationwide Financial Institute, the data showed that most financial advisers are not discussing social security planning and benefits with their costumers. The very same survey showed the 80 percent of consumers would switch advisers if their adviser was not discussing social security with them. If financial advisers wish to keep their clients, they need to discuss social security benefits now.
Giertz can relate to the grief that some advisers might have in regards to explaining social security to clients. Giertz explains that the 2700 rule social security handbook can be very daunting for a financial adviser to study enough to be able to explain it to their clients. Advisers must obtain a better understanding of the social security rules if they wish to provide their clients with a quality service.
ABOUT DAVID GIERTZ
David Giertz received his college education at the University of Miami and Millikin University. After finishing school, he went on to work in the financial service industry for nearly 30 years.
Giertz has worked with Nationwide and CitiGroup and has held a large variety of positions during his time with each company. Giertz is FINRA certified as a financial broker and is no stranger to handing out free advice in newspapers, magazines and on television. He frequently gives financial advice and advice for retirement planning.
Aside from his work in the financial service industry, Giertz has been involved with the Girl Scouts and once held a prestigious position with on of the Universities he attended: Millikin.