CNBC · 23 Sep, 15:18 · Finance briefing

Affordability concerns loom large for advisors' clients ahead of midterm elections, survey finds

A recent survey indicates that financial affordability is a primary concern for financial advisors’ clients as the midterm elections approach.

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The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

A recent survey indicates that financial affordability is a primary concern for financial advisors’ clients as the midterm elections approach. This trend highlights heightened economic anxiety among households, suggesting that political uncertainty is directly influencing personal finance strategies. Advisors report increased client scrutiny regarding costs and value, reflecting broader market caution. The data underscores a shift in consumer behaviour, where budgetary constraints and risk aversion dominate financial planning discussions ahead of the electoral cycle.

Employer demand for Financial Modeling skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

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This shift demands that you sharpen your financial acumen and risk management capabilities. Clients will prioritise advisors who demonstrate robust cost-efficiency and transparent value propositions. You should focus on mastering Financial Modelling to accurately project outcomes under economic stress, and deepen your expertise in Risk Management Strategies to navigate volatile markets. Professionals in advisory roles must enhance their communication skills to address client anxiety effectively. Consider upskilling in compliance and governance to ensure ethical standards are met during turbulent times. By positioning yourself as a strategic partner who understands both financial mechanics and psychological reassurance, you will remain indispensable. Prioritise courses that bridge technical financial skills with client-centric advisory techniques.

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Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

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