Become the “go-to” Social Security niche advisor: Employ powerful tools & leading-edge software
Double or triple your new client pipeline in three to six months by adding social security consultant services to your financial practice. Provide much-needed social security advice to husbands and wives, women, divorced and widowed spouses, baby boomers, same-sex couples and more.
- Bring more value to the table in your accountancy or financial planning practice
- Help your clients make the right Social Security decisions
- Increase referrals from attorneys, tax specialists and elder planning professionals
- Take advantage of the growing demand for knowledge about women and social security and help your female clients maximize benefits through smart claiming strategies
Built by and for producers, our toolkit resources and methods are proven and tested in-the-trenches. They have been validated and embraced by advisors and accountants nationwide. Used by financial planners, CPAs, FMOs, IMOs, broker/dealers, asset managers and more, the Client First Social Security software, toolkit, training and memberships help build and strengthen financial planning practices.