Dave Giertz is president of Nationwide Financial’s sales and distribution organization and has over 30 years of experience in the financial services industry. Among other responsibilities, Mr. Giertz oversees wholesale strategy and distribution of private-sector retirement plans at Nationwide Financial. We have distilled some of Mr. Giertz’s key advice below according to yolasite.com. Here are the 3 reasons you should start talking about Social Security with your clients.
Reason #1: Competitive Edge
Are you looking for that competitive advantage over other financial advisors? If so, expertise in Social Security may be your answer. A Nationwide Financial Retirement Institute survey finds that the majority of advisors are not talking with clients about Social Security optimization on Twitter.
Read more: Insurance Agent at Nationwide Financial Institution in Fort Lauderdale, FL
Reason #2: Client Benefit
There is a clear reason why clients want to be talking about Social Security. The same Nationwide study found that clients who claim their Social Security benefits too early will lose as much as $300,000 over 25 years on About.me. As Giertz breaks it down, that comes out to $12,000 a year and $1,000 a month. Giertz says that Social Security could represent up to forty percent of a retiree’s retirement plan.
Reason #3: Client Retention
Advisors are always looking for ways to improve the retention of clients they already have. The bottom line here is that good clients just may choose to look elsewhere if they feel that you are not able to offer them the expert advice they need on Social Security. As Giertz says, “That social security piece is very important.”
As you can see, while learning the details of Social Security optimization may be complicated, the benefits far outweigh the costs.
In 2001 an idea was born for the distribution of select wines and a plan for educating people about their usage. Traveling Vineyard Wines is a company that uses home parties as their primary distribution method. Similar to Tupperware and Pampered Chef, a host agrees to hold a gathering in his or her home in turn for a nice reward, like some free wine.
A gathering of 15 to 20 people is a comfortable number to get together for a wine tasting event while at the same time be educated by an experienced wine consultant on the use and the makeup of the different wines.
The consultants for Traveling Vineyard Wines is trained by the company and is someone who has an interest and knowledge of wines and how they can be used for different kinds of cuisine and events.
Traveling Vineyard has experienced steady growth over the years as the concept is unique enough to attract plenty of people to come to a neighbor’s home to see what this is all about. What they find is a congenial group of people who are anticipating that they will have a good time while having the opportunity to drink a little wine, and what could be getter than that?
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The guests in the home event are to be brought together to share in the tasting of these spectacular wines while having a fun, entertaining and educational get-together in a relaxing home environment.
The home environment is also a great place to discover others who are interested in becoming a consultant themselves, and who would be interested in looking into that aspect of the company.
Michael Zomber has gained a significant amount of notoriety because of his exploits as a collector of old weapons. These are not your standard collections of someone who does a hobby in his spare time. Zomber takes his collecting very seriously.
He prides himself on knowing everything there is to know about any weapon that he adds to his collections. There are two separate collections that Michael has spent many years of his life building. One is a collection consisting of old firearms.
The majority of these are more than one century old. He owns a wide variety of guns and rifles that were used by armies in various military conflicts around the world. He also has quite a few pistols that were carried by gunslingers in the Old West.
IMDB has it that Michael Zomber also owns one of the largest collections of samurai swords that is not owned by a museum. He has said on numerous occasions that putting this collection of swords together was a labor of love for him.
This is because he has always had a great deal of respect for ancient samurai and the way they chose to live their lives. Michael believes that people living in today’s world can learn a lot from samurai about how to go about their daily business.
It is this passion for samurai culture that made him interested in collecting the original swords that the samurai used hundreds of years ago to defend their honor and serve their master.
Michael is flattered that so many people around the world have taken such an intense interest in both of his collections. He enjoys teaching people about the histories of the various guns and swords in his collections.
Therefore, he will often agree to give lectures when the pieces from his collections are displayed at museums, galleries or convention centers. He is also more than willing to answer questions from members of the audience.
Lori Senecal is one of the most accomplished female professionals in the marketing industry. She was recently appointed (http://www.prnewswire.com/news-releases/cpb-names-lori-senecal-global-ceo-300046965.html) to serve the Crispin Porter & Bogusky, LLC, as its global CEO. CP&B is a top advertising enterprise, and Senecal was offered her new office on March 9, 2015. The position has given her a chance to work directly with Chuck Porter, who is the head of the agency. She is dedicated to ensuring coordination between different departments of the enterprise as a way of ensuring that it grows across the world.
Senecal was in the group of experts who took part in the creation of the McCann Worldgroup’s solid strategies. She served the enterprise in different capacities, and they include chief innovation officer and the content integration’s global director. Lori was made to be in charge of various sections of the enterprise, and they are creativity, strategic planning, and accounts. McCann-Erickson Worldwide also employed her to be a serve as its flagship office, which is currently based in New York. The firm is under the McCann Worldgroup.
The marketing professional is recognized for being one of the major players in the TAG Ideation’s establishment. She has sufficient knowledge that allows her to handle international accounts as well as conduct data analytics. A couple of multinational corporations have hired her to oversee their accounts across the globe. Enterprises that she has ever worked for include Applebees, Weight Watchers, InBev, Xbox, Nestle, Spint, and Coca-Cola. In 2008 she was hired to serve as the head of the McCann Ericson’s branch, which is based in New York. Senecal was also an employee of the DDB Worldwide Communications Group, and she served the company as the chief marketing officer as from October 2005. She worked for TAG, which was formed .by McCann Erickson Worldwide to primarily offer youth marketing. Lori served TAG as its co-managing director.
The responsibility of Lori at CP&B was to oversee the international growth of the enterprise. The company currently has nine offices in different parts of the globe and Senecal is in charge of their coordination. Since she was hired by the firm in 2015, she has significantly facilitated the transformation of its culture and the growth of its business. Lori Senecal has recently been interviewed by the Huffington Post and Hub Spot.