Client Trust & Commitment Research: Datasets and articles available for download

05/05/2023  ·  FPA

The Financial Planning Association (FPA) has announced that the datasets resulting from the Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment study are now available for researchers and academics to access for educational and research purposes. These datasets provide valuable insights into planner/client relationship dynamics.

The research project examined how planner/client relationships have evolved over time by replicating a 2006 study that identified the communication practices that foster client trust and commitment. The research was conducted by MQ Research & Education™ and Kansas State University Personal Financial Planning faculty in collaboration with the Financial Planning Association® and Allianz Life Insurance Company of North America (Allianz Life).

To access the datasets, extensive White Paper, and related journal articles, click here.

Episode 31 – The Evolution Of Client Communication With Carol Anderson and Andree Peterson

03/30/2022  ·  Company Culture

In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans.


02/08/2022  ·  Ben Lewis

An article about a research project MQRE’s own Carol Anderson spearheaded.