Bryan Beatty Quoted in Financial Planning Article, This Year It's OK To Talk Politics With Clients

Bryan Beatty Quoted in Financial Planning Article, "This Year It's OK To Talk Politics With Clients"

September 8, 2016, Financial Planning - Many advisers view political discussions with their clients as a kind of third rail, because the topic has the potential to create unnecessary tensions. That’s the conventional wisdom, but the 2016 election cycle has been anything but conventional. Planners are finding that anxious clients are bringing up the issue and need strategies to deal with those fears.

Read as Bryan Beatty shares his thoughts on how politics and economics interplay once dealing with personal finances and investments. According to Bryan, it is important to separate personalities from policies. In the end, Beatty believes it is “the economy shapes elections, not elections shaping the economy.”