Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients
Demographic shifts, economic challenges, political transitions, environmental threats, and a global pandemic have changed how financial service professionals communicate.
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 white paper, "Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment." (FPA website login required).
Money Quotient welcomes Veteran MQ Partner Christopher Castles, ACS to share how he and his firm are implementing and utilizing the Money Quotient materials.
Facilitating Positive Change in Your Clients’ Financial Lives
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
