Strategi Pendekatan Konsultatif Financial Consultant dalam Mendorong Literasi dan Kepercayaan Investasi di Perusahaan Pialang
DOI:
https://doi.org/10.56013/jak.v5i2.4396Keywords:
investment literacy; financial consulting; brokerage firms; investment trust; community serviceAbstract
The role of financial consultants in brokerage firms has shifted from being mere product sellers to strategic partners for clients. This community service journal explores in depth the consultative approach strategy implemented by financial consultants in guiding prospective and existing clients in brokerage firms. Through this approach, the main focus is on building understanding, trust, and providing truly personalized investment solutions, rather than just being sales-oriented. Participatory observation methods and case study analysis are used to identify the stages, key skills, and impacts of the consultative approach on increasing public investment literacy and client satisfaction. The results of this activity show an increase in participants' knowledge of investment instruments and growth in confidence in making wiser investment decisions. The consultative approach has proven effective in bridging the information gap between industry players and the general public.
References
Otoritas Jasa Keuangan. (2022). Statistik Pasar Modal 2022. Jakarta: Otoritas Jasa Keuangan.
Otoritas Jasa Keuangan. (2022). Survei Nasional Literasi dan Inklusi Keuangan (SNLIK) 2022. Jakarta: OJK.
OECD. (2021). Enhancing Financial Literacy: Global Policy Framework and Survey Findings. Organisation for Economic Co-operation and Development.
Hidayat, T., Saiful, I., & Lestari, D. (2019). Literasi keuangan dan akuntansi pada pelaku UMKM. Jurnal Ekonomi dan Bisnis, 8(2), 45–55.
Otoritas Jasa Keuangan. (2023). Laporan kegiatan edukasi dan inklusi keuangan sampai dengan 30 September 2023.
Yulianti, R., & Hapsari, A. (2023). Evolusi peran konsultan keuangan dalam industri investasi digital. Jurnal Manajemen Investasi, 9(2), 45–58.
Pramudito, A., & Ramadani, R. (2021). Pendekatan konsultatif dalam layanan keuangan: Strategi membangun kepercayaan nasabah. Jurnal Keuangan dan Investasi, 6(1), 17–25.
Creswell, J. W., & Poth, C. N. (2018). Qualitative inquiry and research design: Choosing among five approaches (4th ed.). SAGE Publications.
Buttle, F., & Maklan, S. (2019). Customer relationship management: Concepts and technologies (4th ed.). Routledge.
Miles, M. B., Huberman, A. M., & Saldaña, J. (2020). Qualitative data analysis: A methods sourcebook (4th ed.). SAGE Publications.
Gunawan, R., Sari, M., & Permana, Y. (2021). Peran financial advisor dalam meningkatkan literasi investasi di kalangan pekerja muda. Jurnal Ekonomi dan Bisnis Terapan, 8(2), 112–120.
Putri, D. A., & Rahmawati, I. (2022). Strategi komunikasi financial advisor dalam membangun kepercayaan investor pemula. Jurnal Komunikasi Keuangan, 4(1), 12–20.
Wulandari, D., Prasetyo, A., & Sari, N. (2021). Personal financial literacy enhancement through CRM-based advisory model. Jurnal Ekonomi dan Literasi Keuangan, 7(2), 33–42.
Yulianti, R., & Hapsari, A. (2023). Evolusi peran konsultan keuangan dalam industri investasi digital. Jurnal Manajemen Investasi, 9(2), 45–58.
Published
How to Cite
Issue
Section
License
Copyright (c) 2025 Moch Labib Zuwitanto, Irma Kurniasari
This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.
