Advice² : advice on financial advice
Author(s): Bode, B.A.M. (2015)
Abstract:
This case study is conducted for a local Dutch commercial bank. The bank doubts whether it is wisely to allocate more internal resources to the sales of the their current financial advice proposition. These doubts are fueled by two events: 1. Bank employees experience resistance against advisory fees and 2. The sales figures of the current advice proposition are disappointing. This study provides scientific as well as empirical insights in the causes of these events and ultimately provides recommendations for the local bank as well as for the bank headquarters.
Document(s):
Bode_MA_BMS.pdf