Ready, Set, Grow: Strategies for Financial AdvisorsReady, Set, Grow: Strategies for Financial Advisors

Election 2024: Mastering Political Conversations with Clients

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Ready, Set, Grow: Strategies for Financial Advisors

Welcome to “Ready, Set, Grow,” a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight 
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In this episode of Ready, Set, Grow Podcast, financial advisor Abe Ashton shares his insights on navigating politics in the office and with clients. Abe highlights the need to be authentic and sincere, while also being mindful not to offend or distance clients. He shares how to steer conversations toward common ground, like the importance of better social policies or lowering taxes. His advice? Stay neutral, create a welcoming space, and assure clients that their financial plans are secure no matter the political climate.

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  1. Ready, Set, Grow: Strategies for Financial Advisors

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Ready, Set, Grow: Strategies for Financial Advisors

Welcome to our video podcast series where industry experts in marketing, media, and sales share thei 
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