Financial planning value proposition: Laying the groundwork based on clients’ perspective
Paper
Paper/Presentation Title | Financial planning value proposition: Laying the groundwork based on clients’ perspective |
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Presentation Type | Paper |
Authors | Santacruz, Lujer (Author) and Brimble, Mark (Author) |
Year | 2014 |
Conference/Event | 3rd Annual Personal Finance and Investment Symposium |
Event Details | 3rd Annual Personal Finance and Investment Symposium Event Date 11 Nov 2015 Event Location Adelaide, South Australia |
Abstract | The research lays some groundwork for developing value propositions for personal financial planning services. The research utilises qualitative and quantitative research methods in two phases. The first phase involves a review of the current research and commentary on this topic and semi-structured interviews with financial planning clients to develop a series of questions that will be used in a survey in phase two. The survey is administered among personal financial planning advisers and clients across Australia. The interviews and the survey identify the current state of personal financial planning value propositions as well as the key success factors in successful adviser-client relationships throughout the various stages of the relationship. The outcomes of this research will make an important contribution to the academic literature and serve as an aid in the development of strong value propositions for financial planning practices and policy makers. |
Keywords | financial planning, value proposition |
ANZSRC Field of Research 2020 | 350299. Banking, finance and investment not elsewhere classified |
Public Notes | The version submitted is a research-in-progress at the time of the conference. |
Byline Affiliations | School of Commerce |
Griffith University | |
Institution of Origin | University of Southern Queensland |
https://research.usq.edu.au/item/q2xw7/financial-planning-value-proposition-laying-the-groundwork-based-on-clients-perspective
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