Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Tuesday, October 15 • 3:30pm - 4:20pm
HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship

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This Australian study utilises quantitative and qualitative research methods to identify characteristics of trust unique to personal financial planning. Affective characteristics of trust were found to be essential to the client-adviser relationship. Increased legislation and specific behavioural and technical competencies of advisers were also found to build consumer trust in financial advice. The study’s results provide guidance to financial advisers with regards to the skills and factors that build and maintain trust with clients. This may lead some advisers to engage in additional training or education programs to improve specific skills, or to reconsider the way they interact with clients.


Michelle Cull

Director of Academic Program, Accounting & Financial Planning, Western Sydney University

Tuesday October 15, 2019 3:30pm - 4:20pm CDT
202 AB

Attendees (4)