David Giertz is the former president of one of the biggest insurance providers. So when Giertz offers some advice, people listen. He recently used that authority to remind people about the importance of social security. It’s a vitally important part of people’s lives. However, it’s not brought up nearly enough. Either when talking to clients or as a response to their own concerns. It’s understandable when looking at the complexity of the social security system. Social security currently has around 2,700 associated rules which need to be considered when working with it. However, Giertz stresses that it’s a conversation which needs to happen. Clients who feel they’re not being given the full overview of their finances will move on to other financial advisors.
Giertz is obviously in a position to predict how various financial interactions will go. One of his most notable successes came about when he was leading the Financial Institutions Bank channel. During that period he was able to grow the revenue from $1.5 billion to $8 billion. Financial gain at such a huge level requires an extensive understanding of financial trends. But even more than that, it requires someone who really understands how the public as a whole relates to money.
This is one of the benefits of having been in practice for so long. Giertz has spent over thirty years in a leadership role within the financial service industry. During this time his primary focus has involved innovative strategies. He’s continually gone above and beyond to see what assumptions might need real testing. The results speak for themselves. His methodology has continually pushed him to the top of every position he’s held. For example, he vastly surpassed expectations when working at Nationwide Financial. That period showed him driving up profits from $11 billion to $17.8 billion. He’s continually pushed for innovative new ideas within the industry. And just as often those ideas have made sizable profits for the people involved. http://financial-advisors.credio.com/l/314999/David-Giertz