If you’re unsure about how to discuss the election with your clients, this episode is for you. This week Mike Woods sits down with John Diehl, CFP®, CLU®, ChFC®and Senior Vice President of Applied Insights to discuss the Hartford Funds 2020 Presidential Election Survey. John and his team conducted this survey for each of the last five presidential elections to understand how election cycles are getting into people’s psyche and impacting emotions. If you haven’t seen the survey yet, you can view the findings here.

John and Mike get into the results of the study and the big takeaways for financial professionals, including:

  • Why understanding your clients’ political leanings will help inform your planning
  • How to discuss politics with your clients
  • John’s top recommended planning opportunities around the election

John has tracked how investors feel about the political landscape for decades, and offers a unique perspective on your clients emotions toward November 3. Tune in now for guidance on working with clients no matter their political leanings.