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Samspelet mellan finansiella rådgivare och kunder

  • Sofia Hansson
  • Joanna Lövquist

    Student thesis: Bachelor

    Abstract

    Background: Previous studies focused on customer loyalty and customer satisfaction. But no studies focused on the interaction between the financial advisor and their client. Therefore we have chosen to focus on this knowledge gap.Purpose: The purpose of this thesis is to illustrate how the interaction between financial advisors and customers affect financial advisory in investment decision making.Method: The thesis philosophy was positivistic because patterns were found with help of a survey. Furthermore is the paper quantitative since the thesis is measurable and it try to explain the interaction between the financial advisors and the clients demographic characteristics and how it influence the financial advice Conclusion: The theories thin-slicing and similarity attraction paradigm may not apply to the interaction between financial advisor and client.

    Date of Award2011-Sept-05
    Original languageSwedish
    SupervisorOla Olsson (Supervisor), Timurs Umans (Supervisor) & Bengt Igelström (Examiner)

    Educational program

    • Degree of Bachelor of Science in Business and Economics

    University credits

    • 15 HE credits

    Swedish Standard Keywords

    • Economics and Business (502)

    Keywords

    • thin-slicing
    • similarity attraction paradigm
    • interaction
    • risk and advising

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