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Financial Advice: What Makes a Recommendation Trustworthy?

Welcome!

We are conducting a short university research study on how people evaluate financial advice.

You will read two advisory reports based on the same fictional client scenario. Please evaluate each report independently based on its clarity, quality, and trustworthiness.

At the end of the survey, you will receive additional information about the reports and be asked whether this changes your opinion.

Duration: Approximately 5–7 minutes.

Participation: Voluntary and anonymous. No financial knowledge is required.

There are no right or wrong answers. We are interested in your personal opinion.