Root Ready
Politics and Planning: What’s the Right Balance for Advisors?
17:15
In this episode, we’re taking a surprising cue from Hamilton to explore a common challenge for advisors: how to handle political conversations with clients. Should you speak up like Hamilton or hold back like Burr? There’s no one-size-fits-all answer—but the key is staying grounded in your role as a guide, not a commentator.
When clients bring up politics, it’s rarely about hearing your stance.…