Financial Planning

Go ahead, talk politics with clients

Go ahead, talk politics with clients
 
View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Retirement
 
July 24, 2024
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Hello! What a year these past two weeks in American politics have been, huh? This absolute deluge of breaking news had me thinking about how financial advisors are navigating potentially fraught political conversations with their clients, especially when they might not see eye-to-eye. 

The advisors I spoke with said it's important to face these charged interactions head-on instead of shying away from them as the presidential election season heats up. I hope you'll check it out, along with the rest of my stories from the past week.

As always, thank you for reading. Talk to you next Wednesday!

 
Connect with Rob:
 
linkedinx
 
 
 
TOP STORIES
 
Practice and client management
 
How financial advisors navigate working with clients across the political spectrum
 
Politics-Jan2019
 
Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.
 
 
Read the latest in Retirement
 
 
 
Sponsor Content from Amply
 
The best US states for digital nomads may surprise you
 
Some of the best states to work remotely are lying on a sun lounger or swinging on a hammock – ideally with a cold beverage in hand. But what about actual geographical U.S. states?
 
 
 
 
 
Financial Planning
 
You're receiving this email because you signed up for Editorial emails from Financial Planning.
 
If you no longer wish to receive these emails, you can opt out here.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebook