The Essential Step-By-Step Guide to Providing Social Security Planning
Social Security benefits during a person’s lifetime can exceed one million dollars. By providing customized Social Security planning, financial advisors (you!) can build trust and create additional income for your clients. It opens up the door to more holistic relationships, as you are able to do more for your clients, and, consequently, builds client retention. It also allows you to create a sustainable competitive advantage over other financial advisors, resulting in more sales and referrals.
This guide includes step-by-step instructions about how financial advisors can engage prospects and clients through skills to optimize Social Security benefits. After reading, you will be able to execute strategies to maximize your potential and current clients’ benefits.