David Giertz Explains The Risk Of Not Talking To Clients About Social Security

David Giertz is aware of the fact that financial advisors are intimidated by the Social Security topic. The Social Security ledger has more than 2,700 rules that need to be thoroughly understood in order to explain it to a client properly. Financial advisors have begun to gloss over the matter when speaking to retirees because of this. However, Giertz has done official studies at his firm which show that clients are leaving their agencies if they believe they’re not being thoroughly briefed on the topic of Social Security. Retirees stand to lose a great deal of money over the span of a retirement if they do not apply the benefit in the proper manner. This is why they are turned off by advisors who do not seem to have a firm handel on the Social Security issue.

David Giertz has spent more than 30 years in the financial services industry. His experience leads to the building of profitable growth for his clients. David was the President of Nationwide Financials Distribution Organization where he pushed the company’s revenue margin from 11 billion to 17.8 billion. Giertz was the leader of the Financial Institutions Bank Channel when it acquired the Warehouse Distribution Bank Channel in 2009.

David Giertz joined Nationwide in 1999 and took on the role of Regional Vice President. His office was based in Miami and covered seven states including Puerto Rico. David elevated the revenue margin by 40% during his time in Miami.

David Giertz worked at Citigroup prior to joining Nationwide. He was with the organization for 10 years and began as a Financial Services Advisor. David moved up to Area Director and eventually earned the position of Executive Vice President of Sales.

David Giertz is actively involved in the community and works with organizations such as the Board of Trustees at Millikin University and the Budget and Finance committee at Millikin University. Giertz also sits on the Board of Directors of the Girl Scouts of Broward County.

David Giertz has a splendid education that includes degrees from Millikin University and the University of Miami.