Ohio Native David Giertz Offers Insight on the Importance of Speaking to Clients about Social Security

David Giertz is a financial adviser with thirty years experience in the financial industry. In 2014, he was interviewed by Veronica Dagher of the Wall Street Journal Business Adviser. In the interview, he stressed the critical situation of investment advisers failing to highlight the social security issues to clients. David stated that it was crucial for advisers to talk about social security with customers as most of these customers will flee in the event that social security has not been discussed. According to David at http://www.bloomberg.com/research/stocks/private/person.asp?personId=232405062&privcapId=3611386, in a survey conducted by the Nationwide Institute of Retirement, the results indicated that most financial advisers hardly aired the issue of social security to their clients.

Social Security
David Giertz added that for the sake of client retention, it was vital to highlight the eventualities of investment in relation to social security. This is because out of every five consumers in the research study, four stated that there were high chances of fleeing if social security was not mentioned. David added on Ideamensch that most financial advisers failed to tackle the topic of social security because it is technical and difficult to understand. Although this is true, David said that the issue plays a key role in a client’s retirement plan.

David’s Profile
David Giertz is an experienced financial adviser. He currently serves at Nationwide Investment Services Corporation. The organization is located in Dublin, Ohio. David’s experience in investment contributed to his massive client base with four registrations from FINRA where he worked as a broker. He was in charge of offering financial advisory services to larger brokerage firms. David has made a name for himself in the financial sector by providing sound investment advice to private and public institutions. According to him, saving is everyone’s responsibility despite the age, and he strongly advises students as well as seasoned entrepreneurs to invest in their future.