By: Alison Macalpine | The Globe and Mail | Oct 2, 2019
Read More, and see what Scott Plaskett says about Get ahead of clients’ scary year-end statements
In many cases, clients who make political comments are “headline stating,” says Scott Plaskett, senior financial planner and chief executive at Ironshield Financial Planning in Toronto. In other words, they’ve seen a headline that captured their attention, but they don’t necessarily have a deep understanding of that particular issue.
“I try to keep up to date on what’s happening in the political scene, not because I want to have those conversations with clients – because really, at the end of the day, they’re not very productive conversations when it comes to investment or financial planning, in general – [but] so I can acknowledge that I know what they’re referring to and then ask them why they’re interested in that topic? Why was that something that made it to the list of questions they wanted to ask today?” Mr. Plaskett says.
