Research: Projects & Publications

White Paper: Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment

02/08/2022

To understand how financial planner/client communication and trust have evolved, researchers from the MQ Research Consortium and the Kansas State University Personal Financial Planning Program, with the support of the Financial Planning Association® (FPA®) and Allianz Life Insurance Company of North America (Allianz Life), renewed a 15-year-old study that examined communication best practices and how they impact the trust and commitment clients have in their planners. The research and analysis have resulted in an in-depth whitepaper, Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment, with each chapter available as separate, downloadable documents.

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.