How Social Security can benefit your practice

Social Security benefits will still account for the lion’s share of retirement income for most retirees for the foreseeable future. So, it just makes good sense to understand benefits and how to maximize them for your clients.

Our FREE whitepaper, “Make Social Security advice part of your marketing efforts,” gives you ways to improve client retention, encourage referrals and attract new clients.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.