Financial Advisors: Whatever you do, don't tell your clients to do this when it comes to their Social Security

As a financial advisor, you aim to provide the best guidance possible for your clients, especially when it comes to the complex decisions surrounding Social Security. But what if a well-intentioned recommendation could actually cost them hundreds of thousands of dollars in lost benefits? In this video, Social Security expert Brian Doherty shares the one piece of advice you should never give your clients.

Join Brian Doherty, award-winning author and Social Security expert, as he reveals a surprising truth about the advice many financial advisors give their clients. With over 35 years of experience and having presented to over 75,000 financial advisors, Brian has seen firsthand the costly mistakes that can result from following incorrect or incomplete guidance. In this eye-opening video, he explains why you should never tell your clients to do this one thing when it comes to claiming their Social Security.

• The Hidden Risks: Learn why Social Security customer service employees often provide incomplete or inaccurate information, potentially costing your clients to lose significant amounts of their rightful benefits.
• The Common Pitfall: Discover why advising clients to consult Social Security directly could result in costing them hundreds of thousands of dollars in lost benefits over their retirement lifetime.

Stay tuned for our next email, where we’ll provide a short demo of the only tool you’ll need to show your clients all of their Social Security claiming options. With just this tool, you will be able to immediately advise your clients on the best age to claim their Social Security benefits. With only this tool, you will no longer send your clients away because you don’t feel qualified to answer their Social Security questions.

As a Financial Advisor, one of your main priorities is to help provide your clients with a financially comfortable retirement. You want to be their “Go To” resource when it comes to answering any of their retirement questions. Don’t be one of those Financial Advisors that can”t answer their client’s Social Security questions and send them away to find their answer elsewhere. With this tool, you will be able to provide your clients with the information they need to make their best Social Security claiming decision and solidify your reputation as their Go To resource for all of their retirement questions.