Category Archives: Financial Advisor

Jordan Lindsey: Personal Philosophy

Jordan Lindsey is one of the world leading experts on bitcoin. As a child, he was always known to think as an entrepreneur. He always had an eye for opportunities and potential businesses that he could help create. He eventually became a systems architecture designer after graduating from Mount Angel Seminary and St. Joseph’s College.

One of his most recent advances has been the creation of an out rhythm in 2017 on the meta-trader four platform. This algorithm allows transactions in the foreign exchange markets and has been highly successful. He was able to launch his own cryptocurrency and use the algorithm to generate demand for the currency. This crypto currency’s name is nucleus.

He believes that in order to become productive you must always plan ahead and follow through on your ideas. Mentally visualizing the day’s tasks and then prioritizing them allows him to begin working with the most important tasks each day. By starting early and only taking a few breaks, he is able to accomplish significantly more than the average individual. It is incredibly important to focus on your personal health to maintain productivity because the brain functions most optimally in a healthy body.

Jordan Lindsey believes that the most valuable lesson for an entrepreneur is that you only need to be right one time in order to become successful. Failure is not the end of the road in fact failure is critical for success. By staying in your comfort zone, you only limit yourself, and you will not grow that way. If you stay in your comfort zone, you only ever be mediocre. However, if you push yourself outside of your comers and even if you do fail, you will experience significant personal growth. Many times in his life’s most significant failures have eventually led to his most significant successes. That is at the heart of what being an entrepreneur is it does not matter how many times an individual fails as you only need to be right one time in order to become successful. Once you eliminate fear and just go for it, then you will truly grow.

https://stocktwits.com/jordanlindsey

Why Advisors Need to Take up Their Advisory Role in Social Security

Retirement or social security planning requires solid professional advice from a financial advisor according to giertzmusic.wordpress.com, but on the contrary, retirees and people approaching retirement get little or no advice from financial experts. In an interview with Veronica Dagher, columnist at the WSJ wealth advisor, Dave Giertz (Senior Vice President at Nationwide Financials) confirmed that most advisors are not providing details about social security to their clients. Giertz used evidence from a survey he conducted on moneytips.com with his colleagues to confirm this failure by advisors.

The big question is why are advisors shying away from playing their advisory role in social security? According to David Giertz, most advisors avoid speaking about this issue because of its complexity. The rules that financial experts are supposed to play when advising their clients are voluminous, making it difficult to not only understand the over 2700 rules, but also hard to confidently apply them.

A study conducted by Nation Financials Retirement Institute at http://www.bloomberg.com/research/stocks/private/person.asp?personId=232405062&privcapId=3611386, which sampled retirees and those nearing retirement, showed that 4 out of 5 consumers were likely to switch advisors if the current ones are avoiding the topic of social security.

For mutual benefit, it’s necessary for advisors to substantively address the concerns surrounding social security. From the advisors’ perspective, advice on this topic will be beneficial in retaining their clients, while from the customers’ view, the advice will go a long way to ensure that they utilize social security benefits.

David Giertz’ experience in the financial services industry spans for over 30 years. He holds both a bachelor’s and master’s degree in Business Administration. Mr. David Giertz’ career in nationwide finance began in 2004 as president of the Financial Institution’s Distributors Channel. Later in 2009, he served as the president of Wirehouse Distribution Channel. David Giertz was later appointed President of Nationwide Financial Distributors in 2013. Dave is also affiliated to FINRA as a Broker.