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Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders
Mini Dissertation (MBA)--University of Pretoria, 2015.
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| Other Authors: | |
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| Format: | Thesis |
| Language: | English |
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University of Pretoria
2016
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| _version_ | 1867613655718166528 |
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| access_status_str | Open Access |
| author2 | Swanepoel, Elana |
| author_browse | Swanepoel, Elana |
| author_facet | Swanepoel, Elana |
| collection | Thesis |
| dc_rights_str_mv | © 2016 University of Pretoria. All rights reserved. The copyright in this work vests in the University of Pretoria. |
| description | Mini Dissertation (MBA)--University of Pretoria, 2015. |
| format | Thesis |
| id | oai:repository.up.ac.za:2263/52314 |
| institution | University of Pretoria (South Africa) |
| language | English |
| last_indexed | 2026-06-10T12:39:35.842Z |
| license_str | Other — see source repository |
| provenance_str_mv | Harvested via OAI-PMH from UPSpace — University of Pretoria Institutional Repository |
| publishDate | 2016 |
| publishDateRange | 2016 |
| publishDateSort | 2016 |
| publisher | University of Pretoria |
| publisherStr | University of Pretoria |
| record_format | dspace |
| source_str | UPSpace — University of Pretoria Institutional Repository |
| spelling | oai:repository.up.ac.za:2263/52314 Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders Swanepoel, Elana ichelp@gibs.co.za Bezuidenhout, Nicholas W. UCTD Mini Dissertation (MBA)--University of Pretoria, 2015. The lack of succession planning by financial advisers poses a threat to the business continuity and sustainable growth of life assurance and investment companies. This study aims to address this problem by developing a profile of financial adviser exit strategies and succession arrangements in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders, thereby enabling life assurance and investment companies to more effectively manage the succession of their tied financial advisers. A quantitative study was performed analysing 111 responses from an online survey sent to all tied financial advisers aged 55 and over of a large South African life assurer. The results of the study identify that higher levels of trust, socio-emotional wealth and commitment to clients are related to a stewardship exit strategy which includes succession, with higher levels of trust being related to the existence of succession arrangements. Profiles of exit strategies and succession arrangements were established, enabling the prediction of exit strategies based on trust in non-family and family members and the prediction of succession arrangements based on socioemotional wealth and trust in non-family members. The study contributes to family business and entrepreneurship theory by identifying a dichotomy of tied financial adviser practices into those that demonstrate family business characteristics and those that do not and by developing a model of financial adviser exit strategies and succession arrangements. The study concludes with recommendations to management of life assurance and investment companies for managing the succession and exit strategies of tied financial advisers. ms2016 Gordon Institute of Business Science (GIBS) MBA Unrestricted 2016-05-04T13:45:31Z 2016-05-04T13:45:31Z 2016-03-30 2015 Mini Dissertation Bezuidenhout, NW 2015, Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders, MBA Mini-dissertation, University of Pretoria, Pretoria, viewed yymmdd <http://hdl.handle.net/2263/52314> GIBS http://hdl.handle.net/2263/52314 en © 2016 University of Pretoria. All rights reserved. The copyright in this work vests in the University of Pretoria. application/pdf University of Pretoria |
| spellingShingle | UCTD Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders |
| title | Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders |
| title_full | Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders |
| title_fullStr | Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders |
| title_full_unstemmed | Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders |
| title_short | Financial adviser exit strategies in a tied agency environment in relation to trust, socio-emotional wealth and commitment to stakeholders |
| title_sort | financial adviser exit strategies in a tied agency environment in relation to trust socio emotional wealth and commitment to stakeholders |
| topic | UCTD |
| url | http://hdl.handle.net/2263/52314 |