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Full-Text Articles in Business
Advising Communication In Finance, Jordan J. Schumann
Advising Communication In Finance, Jordan J. Schumann
Communication Studies
Communication is an important factor in relationships. When it comes to financial advising and the advisors’ relationship with their clients, it is no different. However, the driving factor of what makes a client choose one advisor over another remains in question. As such a question builds: what does an advisor do to maintain a client and promote gaining new ones? This study examines the experiences current advisors have had in their respective careers. To examine this topic, communication theories (Social Cognitive Theory, Source Credibility Theory, and Uncertainty Reduction Theory) are called upon to inform the outcomes of advisors' experiences. The …
Informing The Creation Of A Financial Literacy Tool For Cal Poly Students, Kelly Michelle Carroll
Informing The Creation Of A Financial Literacy Tool For Cal Poly Students, Kelly Michelle Carroll
Communication Studies
This research project examines the wants, needs, and desires of Cal Poly students to inform the creation of a financial literacy tool (tentatively named “MoneySmart”) to be created by another student. The methodologies used to gauge these metrics were a literature review and questionnaire. The literature review aids in understanding research regarding the current state of student financial literacy in the United States, including student attitudes toward the topic. Subsequent findings were used to create the questionnaire, which inquired about students’ financial stress, confidence in their abilities to manage their personal finances, specific interests for the design and contents of …