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How To Talk Politics With Clients Ahead Of The Election

by thinkadvisor.com posted 2weeks ago 31 views
Don’t mix politics with investing. It’s an adage that most advisors abide by, but a new survey from Hartford Funds finds that many investors take a different approach. An online survey of 872 investors with at least $100,000 in investable assets conducted in early August  found that 75% discuss politics with their financial professional and 57% believe it’s important that their advisor’s political view aligns with their own.

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