YOUR CLIENTS AND THE 2020 ELECTION
Listen now
Description
This week Mike Woods sits down with John Diehl, CFP® and Senior Vice President of Applied Insights to discuss the Hartford Funds 2020 Presidential Election Survey. John and his team have conducted this survey for the last 5 presidential elections to try to understand how election cycles are getting into investors’ psyche and impacting their emotions.   If you’re curious how your clients are feeling about their financial planners during the election, how to discuss politics with your clients (including why it’s a recommended conversation), and planning opportunities around the election, don’t miss this episode.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at [email protected] 
More Episodes
In this week’s episode, Mike Woods sits down with Reese Harper, founder of Dentist Advisors, an independent IRA focused on dental professionals, and Elements, a financial planning software company dedicated to improving user experience for advisors and clients alike. With experience building two...
Published 10/05/21
Join host Mike Woods on this week’s episode of the Market in Motion podcast as he sits down with FMG Suite’s new Chief Marketing and Experience Officer, Susan Theder. From working as an advisor at the start of her career to transitioning from Advisor Group, Susan offers a wealth of industry...
Published 09/23/21