Using Social Security to open doors

Scottsdale, AZ-based advisors Nancy Fromm and Cristina Acosta have been in the financial services industry for years, but the co-partners at Money Wise hit upon something around this time last year. They were getting asked lots of questions from clients and prospects. Unfortunately, like many advisors, they didn’t have a clue about how to help them.

They located a retired IRS expert and picked his brain about Social Security. They decided to host an educational event on the topic. Guess what? The room where they held the event was full. People nearing or at retirement age had questions and needed help.

Since then, the two advisors have studied up on the topic, making it a focal part of their practice.  They provide educational insight on Social Security, which in turn builds trust with their clients and often leads to other products.