David Giertz of Nation Wide is advising financial advisors to speak with their clients about Social Security. It is an important aspect of settling into a retirement package. However, the Social Security platform is extremely complicated. There are roughly 2700 different rules that must be understood so that the process can be executed properly. Many financial advisors tend to skip around the Social Security aspect of retirement. Yet, retirees stand to lose a lot of money in the long run if they do not implement the Social Security at the correct time. David Giertz also notes that clients are leaving advisors due to lack of information. Studies conducted show that customers will move on and choose a new advisor if their current financial advisor does not speak with them about Social Security.
David Giertz has been in the financial services industry for over 30 years. He has a great deal of experience in leverage strategy and innovation skills that build profitable growth. David served as the President of Nationwide Financials Sales and Distribution Organization. He grew the company from 11 billion to 17.8 billion in revenue during his tenure. Giertz consistently exceeded expectations and provided the wholesale strategy to the private sector retirement plans, annuities, life insurance and mutual foreign funds through banks.
David Giertz is a certified business coach. He led the Financial Institutions Bank channel in 2004. By 2009 the channel had grown and acquired the Warehouse Distribution channel. David became a part of Nationwide in 1999. He assumed the title of Regional Vice President and was based in Miami Florida. David raised revenue by 40% in his territory, which comprised of seven different States and Puerto Rico.
David Giertz was with Citigroup before joining Nationwide. He spent 10 years there as a financial services advisor and moved up to Area Director. Giertz eventually won the position of Executive Vice President of Sales where he pushed the expectations of corporate goals.
David is heavily involved with community organizations and has held positions such as Chair of Board of Trustees with Millikin University. David also spent nine years as the Chairman of the Budget and Finance Committee at Millikin University. He spent time on the board of directors of the Girl Scouts of Broward County. David’s educational background consist of an MBA from the University of Miami, as well as a BS from Millikin University.
Find out more about David Giertz: https://thebrotalk.com/investing/even-bros-retire-ohio-investment-advisor-david-giertz-ideas-get-prepared/