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).