Skipping Social Security Advice Equals Missed Opportunity for Advisors

Many advisors are not engaging with prospects and clients on Social Security, even though they see it as increasingly important, according to a recent study from Practical Perspectives and GDC Research.

One of the overlying themes of the findings was that very few advisors provide Social Security recommendations to clients, according to Howard Schneider, president of Practical Perspectives.

Advisors who are more actively engaged in Social Security planning and make it a core of their practice are far more likely to indicate that they’re reaping the benefits in their business, the research indicated.

 

Read more from ThinkAdvisor here

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