David Giertz served as Vice President at the nationwide insurance company. He discussed the fact that most social security advisors do not talk about social security income and benefits. A very big problem for its client retention. Studies showed that most people within 10 years of retiring had not discussed the income and benefits with their social security advisor. He felt that this is a huge problem and that it is extremely important to discuss social security and benefits and income with your social security advisor when started to consider retirement. Studies have shown more that eighty percent of financial advisor customers showed a great deal of interest in changing their financial advisors if this topic would not get discusses properly with them. Wondering why this topic was being avoided by financial advisors Wall St. Journal asked this financial advisors this exact question. David Giertz said that social security is a complicated process and has many regulations. A record of the many rules and regulations, social security has financial advisors need to discuss income and benefit with it’s clients. With social security benefits becoming almost not enough to live on, it is very important that people know all, the fact about income and benefits before hand.
David Giertz has thirty years in the financial industry. He is a certified business coach with WABC, world association of business cards. He worked for Citi Group as one of their top financial advisors, earning him promotions that eventually lead to his vice presidency of sales. His record was constantly surpassing industry expectations.
David also has an MBA from the University of Miami, and a BS from Millikin University.
In an interview he said once that his mother told him some very good advice she said “Work hard, be positive, and learn something new every day.” He has lived by those words and it has made him very successful.