David Giertz Speaks At Length About Social Security
Business Advisors / February 25, 2017

Not long ago, the Wall Street Journal approached David Luther Giertz, a well-established financial advisor to explain about social security. In the interview, David began by indicating that it is wise for a financial advisor to help his/her clientele understand the social security issue for the benefit of both parties. David Giertz continued to say that his team had carried out a research meant to understand the social security problem in depth. What seems weird is that the study found out that most financial advisors were talking to their customers about the social security as required. When it comes to the customers, the study showed on wsj.com that in every group of five clients, four of them would immediately abandon their financial advisors if they were not addressing the social security topic in detail. Hence, social security issue is important particularly when it comes to winning the trust of the customers in any financial advisory firm. Therefore, David Giertz urged his colleagues in the field to handle the area in depth for the benefit of their businesses. David Giertz continued to clarify that advisors are not avoiding the social security questions. According to him, social security is a very complex…