David Giertz Comments On Nationwide Financial Retirement Institute Survey
David Giertz, the President of Nationwide Financial Distributors at Nationwide Financial, recently discussed a new survey conducted by the Nationwide Financial Retirement Institute. The survey on Bloomberg questioned consumers who were either in retirement or at the most ten years away from retirement. An overwhelming majority of respondents said their financial advisors weren’t talking about Social Security at all.
This survey on financial-advisors.credio.com clearly shows how financial advisors who don’t talk about Social Security have an extremely difficult time retaining clients. Four out of five respondents said they would change advisors if their current financial advisor didn’t talk about Social Security.
Mr. David Giertz believes one of the reasons advisors aren’t talking about Social Security is simply because the Social Security handbook is extremely complicated. The current Social Security handbook on giertzmusic.wordpress.com actually has around 2,700 rules, and many financial advisors simply don’t have the time to study and fully comprehend every single one of those rules. Unfortunately, not taking the time to understand this important handbook can cost financial advisors a ton of money from prospective clients.
David Giertz is a certified broker who has passed the Uniform Securities Agent State Law Examination, General Securities Principal Examination, and General Securities Representative Examination. He has over 30 years of professional experience, and is registered as a broker with the Financial Industry Regulatory Authority (FINRA) in numerous states. A few of these states include Texas, Florida, Rhode Island, Nevada, and Colorado.
Mr. Giertz began his professional career at Skokie Federal Savings in Skokie, Illinois. Shortly thereafter, Mony Securities Corporation in NYC hired Giertz in February of 1989. In November of 1989, Mr. Giertz took a job at Financial Horizons Securities Corporation in Miami. He then joined Citicorp Investment Services in Coral Springs, Florida, in 1991. Finally, in 2006, Mr. Giertz moved to Columbus, Ohio, to take on a position at Nationwide Investment Services Corporation. Mr. Giertz continues to work for this company in an office in Dublin, Ohio.