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Advisors Weigh Place for Politics in Client Relationships
With last week's violence at the Capitol and this week's presidential inauguration weighing on Americans' minds, advisors must consider if and how politics should arise in conversations with investors.
The tumultuous events in the country have seemed unceasing, from the continued impact of the COVID-19 pandemic, to November's presidential campaign and President Donald Trump’s false claims of a stolen election, along with last week’s siege on the U.S. Capitol during the counting of the presidential contest’s electoral votes and this week’s inauguration of Joe Biden.
The acrimonious political debates over the past several weeks, months and even years have resulted in friction at workplaces and dinner tables, affecting many people’s personal and professional relationships, advisors included. Some feel that politics are verboten in dialogue with their clients. Others, like Ryan Frailich, the founder of the New Orleans–based firm

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