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Investor Behavior

You Know It’s Coming: The Inevitable Political Conversation

The number-one rule about having political conversations is to avoid them at all costs. Saying the wrong thing could put a client relationship in jeopardy—especially in today’s highly polarized environment.

Our recent election survey found that 44% of investors would actually consider switching financial professionals if their political views didn’t align. And yet, these conversations are often impossible to avoid.

Clinical psychologist Dr. Barbara Nusbaum’s two-article series titled “How to Talk Politics With Clients” discusses how to navigate political discussions, and why not engaging in these conversations could pose an even greater risk to your client relationships. These articles will equip you to handle these challenging conversations leading up to Election Day—and beyond. 

Q

How often do you and your financial professional discuss politics?

discuss-politics

21% Frequently, 36% Sometimes, 17% Infrequently, 25% Never

Percentages may not total 100 due to rounding

Q

How important is it to you that you and your financial professional align politically?

align-politics

31% Very important, 26% Somewhat important, 22% Not very important, 21% Not at all important


Source: Hartford Funds and Engine Insights survey, data collected August 5–9, 2020 from 958 consumers with $100,000 or more investable assets

 

Next Steps

  1. Visit our Election Resource Center for additional survey insight about how consumers are feeling about politics.
  2. Visit our How to Talk Politics With Clients page. See how talking politics could be helpful and supportive to your clients, and beneficial to your relationship.
  3. Visit our Election Survey Client Page. Share this insight on what investors need to know before making changes to their long-term strategies.

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