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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
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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)