David Giertz works at Nationwide Financial as its President of Nationwide Financial Distributors. He recently conducted an interview with the Wall Street Journal where he stressed how important it is that financial advisers address social security when talking to their clients.
In the interview, David Giertz revealed that research his company conducted revealed that most financial advisers never talk about social security with their clients. The research reveals this is a big mistake on their part due to two main reasons. The first reason is that most of the people surveyed said that not being talked to about social security is a good reason to change financial advisers, so those who don’t talk about it risk losing a lot of business on SoundCloud.com. The second is that nowadays social security benefits makes up a large part of most people retirement income, so it’s too big of an issue to avoid. David said most financial advisers are reluctant to talk about it because it’s exceedingly complex, an issue that they’re going to have to get over.
David Giertz has been in the financial industry for more than 30 years. He has been an executive at Nationwide Financial for the last 13 years. In his current position at Nationwide Financial, he develops and distributes the company’s financial products which include annuities, life insurance, and retirement plans. These products as mentioned by CNBC.com are sold nationwide by independent broker and dealers as well as wirehouses and regional companies.
It was in 1986 that David Giertz earned his bachelor’s degree at Millikin University, graduating with majors in business administration and management. In 2003 he graduated from the University of Miami – School of Business where he earned his Master’s in Business Administration and Management. He entered the financial industry soon after he had earned his bachelor’s degree.
Find more about David Giertz: https://vimeo.com/davidgiertz