ClientFirst Financial Hits Milestones in Social Security Income Planning Niche

Aptos firm’s mission is to mentor financial professionals to help consumers make smarter Social Security income election decisions.

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Frank Horath, author of Ebook, How to Grow Your Financial Practice with Social Security Income Planning
With the imminent tide of Baby Boomers coming our way, I saw a clear need to help advisors help their clients make smarter Social Security elections.

Aptos, CA (PRWEB) April 01, 2014

ClientFirst Financial, a leading financial services marketing firm in the Social Security income planning niche for financial professionals has reached milestone markers in its growth, now tracking over 3,000 subscribers. The addition of an online membership offering to its foundational product, the Social Security canGROW Your Financial Practice Tool Kit, partnering with Social Security software vendor Impact Technologies, and Premier Social Security, developers of the National Social Security Advisor certification program, have helped fuel ClientFirst’s growth.

“It’s been a stellar growth experience and extremely rewarding process,” said Frank Horath, Founder and Principal of Aptos-based financial services marketing firm, ClientFirst Financial. “With the imminent tide of Baby Boomers coming our way, I saw a clear need to help advisors help their clients make smarter Social Security elections. Training the trainer, or in this case, financial advisors, CPAs and attorneys, to help their clients with claiming Social Security became a passion and led to the creation of my Social Security tool kit in late 2010.”

Indoctrinating financial professionals about the opportunities for practice growth in the Social Security Income planning niche is accomplished with educational content complimentary to website visitors. This includes six white papers, an 89-page Ebook, "How To Grow Your Financial Practice With Social Security Income Planning", monthly webinars, an 8-week video education campaign and newsletter tips and insights.

“I'm very passionate about educating women, in particular. on the consequences of making a smart Social Security claiming decision and the impact this will have on their lifetime retirement income," said Martha Shedden, ClientFirst Financial Associate and Social Security Specialist. "Social Security income planning is a perfect service to offer for advisors wishing to grow their practice and work with more female clients. Offering this critical retirement financial planning tool will position advisors as the 'go-to' professional in their community.”

For advisors wishing to take their practice to the next level, a paid Online Membership gives them access to an extensive content repository of hands-on practice marketing and practice tools in areas of coaching and training webinars, education and development, marketing, seminar PowerPoint presentations and marketing systems, practice management and member pricing discounts with affiliate vendors. The Online Membership site helps guide members step-by-step to expand and grow their practice by offering Social Security income planning services to clients.

Pairing up with the NSSA (National Social Security Association LLC) to offer financial professionals a Social Security Advisor Certification was another milestone in Horath’s objective to ensure that people claiming their Social Security income will have access to Social Security expert advisors and thus avoid losing the tens -- in some cases hundreds -- of thousands of potential dollars in benefits that could be available to them with expert planning in place.

“I went to the NSSA certification class program because I never want to give bad Social Security income claiming advice, and I wanted to differentiate my practice from local competitors,” said Denise Grace, Financial Advisor and Online Membership client.

On April 9 from 11:00a.m. to 11:40a.m. PDT, ClientFirst Financial will be hosting a webinar titled “Social Security Advisor Lead Gen Methods and 3 Secrets of the Social Security Adminisitration” with guest speaker, Jim Blair, a 35-year veteran of the Social Security Administration and co-founder of Premier Social Security Consulting,LLC. Reserve your seat by clicking on this registration link.

For more about the Online Membership or for information on how to earn your Social Security Advisor Certification, call 1-888-688-9080 or email us at advisors(at)clientfirst(dot)info.

About ClientFirst Financial

ClientFirst Financial provides Social Security training, practice management marketing tools, and resources to financial advisors who want to help clients and prospects understand Social Security in order to maximize their election benefits. Frank Horath, founder and principal at ClientFirst and a practicing independent financial advisor, has been counseling financial advisors on ways to help them maximize Social Security benefits for their clients since late 2010. ClientFirst associate and Social Security Specialist, Martha Shedden, focuses on providing Social Security election education regarding women and social security. Her articles, interviews and white papers discuss the claiming challenges unique to women, especially those who are widowed or divorced. For more information, visit their website, follow on Twitter and connect on LinkedIn.

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#advisors #socialsecurity #financialadvisors #cpa #attorney #marketing


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Frank Horath mentors financial professionals in how to help their clients with better Social Security income planning decisions. Frank Horath

Founder & Principal


Martha Shedden of ClientFirst Financial helps financial advisors learn more about Social Security inoome planning with focus on women and Social Security income planning. Martha Shedden

Associate & Social Security Specialist