Would clients switch advisers over politics?
In a contentious election year, the conversation about politics is one to almost certainly come up with clients. But how those conversations are steered can reinforce a client relationship or lead to the potential loss of one.
According to a survey by Hartford Funds, 44% of clients would consider leaving their financial professional if they didn’t align with their political views. However, it’s also important to have these conversations because 84% of respondents believe the results of this year’s presidential election will have an impact on their investments. Click through to see how clients feel about addressing the upcoming election with advisers. *Percentages may not total 100 due to rounding.