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How to work with clients across the political spectrum.

Authors :
Burgess, Rob
Source :
Financial Planning; Sep2024, Vol. 54 Issue 7, p10-13, 2p, 1 Color Photograph
Publication Year :
2024

Abstract

Financial advisors are encouraging open discussions about politics with their clients, even if they have differing views. They believe it is important to address potential awkward conversations head-on and provide context behind headlines. Advisors remind clients to focus on their long-term goals and not let politics dictate their investment decisions. They also try to find common ground and steer conversations away from divisive political issues by emphasizing the impact of major events on the stock market. While advisors may not always agree with their clients' political beliefs, they strive to educate on policy implications and look for areas of agreement. [Extracted from the article]

Details

Language :
English
ISSN :
07467915
Volume :
54
Issue :
7
Database :
Complementary Index
Journal :
Financial Planning
Publication Type :
Periodical
Accession number :
179401878