Communication Task Difficulty in Investment Risk Profiling: A Linguistic Perspective

Moore Stephen ()

Financial Planning Research Journal, 2018, vol. 4, issue 1, 33-52

Abstract: This paper reports a preliminary study of one Australian financial planning firm’s investment risk profile questionnaire, and how it was used by planners in consultations. Five authentic ‘one-issue’ telephone-based consultations which were audio-recorded for quality control purposes have been analysed by the researcher using applied linguistic theory to investigate communication task difficulty. The theory proposes three key factors as contributing most to communication task difficulty: (1) language code complexity; (2) cognitive complexity of task; and (3) communicative stress. The paper explicates how these three factors are implicated in, and can impact the determination of, a client’s investment risk profile.

Keywords: Financial planning; risk profiling; communication task difficulty; discourse analysis (search for similar items in EconPapers)
Date: 2018
References: Add references at CitEc
Citations:

Downloads: (external link)
https://doi.org/10.2478/fprj-2018-0002 (text/html)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:vrs:finprj:v:4:y:2018:i:1:p:33-52:n:1002

DOI: 10.2478/fprj-2018-0002

Access Statistics for this article

Financial Planning Research Journal is currently edited by Mark Brimble

More articles in Financial Planning Research Journal from Sciendo
Bibliographic data for series maintained by Peter Golla ().