Serving seniors better : service guidelines for financial planners

Simone Pettigrew, K. Mizerski, R. Donovan

Research output: Contribution to journalArticle

2 Citations (Scopus)

Abstract

Methods: Focus groups and a national telephone survey were conducted with Australian seniors to generate 10 service guidelines for financial planners.Results: The issues covered by the 10 guidelines are considered highly important by Australian seniors, with some apparent differences in ratings between older and younger seniors.Conclusion: Seniors have specific attributes they require in financial planners. In particular, they seek trusting relationships and wish to be treated with dignity.
Original languageEnglish
Pages (from-to)139-141
JournalAustralasian Journal on Ageing
Volume23
Issue number3
Publication statusPublished - 2004

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Guidelines
Focus Groups
Telephone
Surveys and Questionnaires

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Pettigrew, S., Mizerski, K., & Donovan, R. (2004). Serving seniors better : service guidelines for financial planners. Australasian Journal on Ageing, 23(3), 139-141.
Pettigrew, Simone ; Mizerski, K. ; Donovan, R. / Serving seniors better : service guidelines for financial planners. In: Australasian Journal on Ageing. 2004 ; Vol. 23, No. 3. pp. 139-141.
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Pettigrew, S, Mizerski, K & Donovan, R 2004, 'Serving seniors better : service guidelines for financial planners' Australasian Journal on Ageing, vol. 23, no. 3, pp. 139-141.

Serving seniors better : service guidelines for financial planners. / Pettigrew, Simone; Mizerski, K.; Donovan, R.

In: Australasian Journal on Ageing, Vol. 23, No. 3, 2004, p. 139-141.

Research output: Contribution to journalArticle

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AB - Methods: Focus groups and a national telephone survey were conducted with Australian seniors to generate 10 service guidelines for financial planners.Results: The issues covered by the 10 guidelines are considered highly important by Australian seniors, with some apparent differences in ratings between older and younger seniors.Conclusion: Seniors have specific attributes they require in financial planners. In particular, they seek trusting relationships and wish to be treated with dignity.

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