Politics and Planning: What’s the Right Balance for Advisors?

Root Ready

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. More often, they’re expressing fear or uncertainty about how current events could impact their future. The most effective advisors create space to listen—then gently redirect the conversation back to what matters most: their plan, their goals, and what they can control.

You can have strong convictions without sharing them in every meeting. By responding with emotional maturity and professional focus, you reinforce trust and help your clients feel heard—without losing sight of your purpose.

-

Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation.

Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement.

Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results.

Any opinions expressed are as of the date of recording and are subject to change.

Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.

Chapters

1. Lessons From Hamilton (00:00:00)

2. Hamilton vs. Burr: Two Approaches (00:01:38)

3. Should Advisors Talk Politics? (00:04:28)

4. James' Personal Approach (00:07:02)

5. What Is Your Goal? (00:08:38)

6. You Can't Change Someone's Mind (00:10:18)

7. What Advisor Do You Want To Be? (00:10:49)

8. Keeping the Main Thing the Main Thing (00:14:14)

9. What Is the Right Balance? (00:15:32)