Demographic shifts, economic challenges, political transitions, environmental threats, and a global pandemic have changed how financial professionals need to communicate with their clients. To better understand this evolution, MQ Research & Education™ and Kansas State University renewed a 15-year-old study that examined elements of a “life planning” approach and how these factors impact client trust and commitment. The resulting research report is available for review. In addition, researchers can now request access to the client and planner datasets for additional analyses.