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Diverging Views: How Clients and Planners Value Financial Planning Attributes and Virtual vs. In-Person Meetings Cover

Diverging Views: How Clients and Planners Value Financial Planning Attributes and Virtual vs. In-Person Meetings

Financial Planning Research Journal
Volume 12 (2026): Issue 3 (June 2026)
By: ,   and    
Open Access
|Jun 2026
Authors

Authors

Yu Zhang

yuliazhang@ksu.edu

Kansas State University College of Health and Human Sciences Manhattan, KS, United States of America

Megan McCoy

Kansas State University College of Health and Human Sciences Manhattan, KS, United States of America

LaMindy Brandon-Joseph

Kansas State University College of Health and Human Sciences Manhattan, KS, United States of America
DOI: https://doi.org/10.2478/fprj-2026-0008 | Journal eISSN: 2206-1355 | Journal ISSN: 2206-1347
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Language: English
Published on: Jun 29, 2026
Published by: Financial Advice Association of Australia
In partnership with: Paradigm Publishing Services
Publication frequency: 2 issues per year
Keywords:
Client satisfaction,
planner–client relationship,
SERVQUAL,
virtual meetings
Related subjects:
Business and economics,
Political economics,
Economic theory, systems and structures,
Business management,
Business management, other,
Industries,
Banks, financial service provider, insurers

© 2026 Yu Zhang, Megan McCoy, LaMindy Brandon-Joseph, published by Financial Advice Association of Australia
This work is licensed under the Creative Commons Attribution 4.0 License.

Volume 12 (2026): Issue 3 (June 2026)