Clients May Jilt You Because of This: Nationwide
May 15, 2019 by Allison Bell
If clients ages 50 and older are backing away from you, you could start by checking your body odor.
The next thing to check might be whether you know much about strategies for collecting Social Security benefits.
Nationwide recently released survey data suggesting that the ability to counsel clients about Social Security may be a major factor in determining whether financial professionals keep, or lose, clients nearing retirement age.
Click HERE to read the full story via ThinkAdvisor.
Originally Posted at ThinkAdvisor on May 13, 2019 by Allison Bell.
Categories: Industry Articles