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Exploring the Relationships between Virtual Client Meetings, Financial Anxiety, and Trust in Financial Planning

Author

Listed:
  • Rollins-Koons Ashlyn

    (Kansas State University, Department of Personal Financial Planning)

  • Lawson Derek

    (Kansas State University, Department of Personal Financial Planning)

  • McCoy Megan

    (Kansas State University, Department of Personal Financial Planning)

  • Wu Joanne

    (Kansas State University, Department of Personal Financial Planning)

  • Anderson Jason

    (Kansas State University, Department of Personal Financial Planning)

  • Ludwig Eric

    (The American College of Financial Services)

Abstract

Tele-financial planning in Canada has become a crucial component of financial planners’ businesses, which necessitates research to understand how tele-financial planning influences client outcomes. This study uses primary data collected from Canadian financial planning clients to examine how clients engage in virtual meetings, their levels of financial anxiety, and the relationship these variables have with trust in their financial planner. The results indicate that virtual meetings and financial anxiety are negatively associated with trust. Perceived ease of use of video conferencing technology and client satisfaction with virtual meetings were positively related to trust. Findings highlight the lasting impact of virtual meetings in the field of financial planning and encourage ongoing trust-building between clients and professionals using virtual mediums.

Suggested Citation

Handle: RePEc:vrs:finprj:v:10:y:2024:i:1:p:21:n:1004
DOI: 10.2478/fprj-2024-0004
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