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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 3:30pm - 4:20pm
F2b Who Fires Their Financial Planner?

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The purpose of this study was to identify characteristics of individuals who have previously terminated a relationship with a financial planner, paying attention to the receipt of an inheritance as a separation trigger. It was hypothesized that in addition to receiving an inheritance (which may free an heir to pursue financial planning services with another firm or a ‘robo’ advisor) other issues may consistently point to a breakage in the client-financial planner relationship.

Author(s): Michelle Kruger, Martha Fulk, John Grable, Kimberly Watkins, MS

Presenters
avatar for Michelle Kruger

Michelle Kruger

University of Georgia
Michelle Kruger is a PhD student with a concentration in Financial Planning at the University of Georgia (UGA). She graduated magna cum laude with a BBA in Finance from the Terry College of Business at UGA in 2015. Her research interests include spending behavior, financial planning interventions, risk tolerance, financial stress, and behaviors associated with building wealth. In addition to her graduate studies, Michelle works as a research assistant at the Financial Planning Performance Lab at UGA, the... Read More →


Sunday October 1, 2017 3:30pm - 4:20pm
Mockingbird 2

Attendees (2)