One of the challenges facing financial advisors is finding ways to actively engage clients in conversations regarding their financial future. In today's world, the volume, velocity and complexity of life's daily obligations often delay longer term considerations that will be crucial to the well-being of aging clients. One of the keys to engagement is to address topics that are relevant and emotional in order to bridge to longer-term planning concerns.
This election year-and the rhetoric, histrionics and hyperbole that surrounds it-offers advisers a timely opportunity to do so. Discussions and debates about legislative and administrative policies and their impact on the lives of everyday Americans will continue not only up to the November election, but long after the outcome is known.
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