Measuring Advisor Handoff Integrity: A Synthetic-Case Protocol for Problem Reconstruction Across Professional Boundaries
31.10.2026
RESEARCH PROTOCOL
BEFORE FIELDWORK
SSRN · Abstract ID 7525739
DOI: 10.2139/ssrn.7525739
Maxim Bagaev
Architect of Family Capital, founder of MN SAPIENS
ORCID: https://orcid.org/0009-0005-3180-1139
BEFORE FIELDWORK
SSRN · Abstract ID 7525739
DOI: 10.2139/ssrn.7525739
Maxim Bagaev
Architect of Family Capital, founder of MN SAPIENS
ORCID: https://orcid.org/0009-0005-3180-1139
About this work
The work examines the handoff of a complex financial decision between specialists.
Its central question is whether handoff quality can be assessed by how accurately the receiving specialist reconstructs the original problem, its context, constraints and the basis of the decision.
Its central question is whether handoff quality can be assessed by how accurately the receiving specialist reconstructs the original problem, its context, constraints and the basis of the decision.
What the protocol proposes
The protocol proposes studying this question through synthetic cases with source material fixed in advance.
It provides for comparing several handoff methods, testing the contribution of individual components, the extent to which context may be shortened and the stability of problem reconstruction when the case is revisited after a delay.
It provides for comparing several handoff methods, testing the contribution of individual components, the extent to which context may be shortened and the stability of problem reconstruction when the case is revisited after a delay.
Status and limitations
The work is published as a research protocol before fieldwork.
No participants were recruited, no empirical results were obtained and no real client or family data were used.
Subsequent MN SAPIENS research substantially narrowed the subject of inquiry. This publication is therefore retained as a distinct stage in the development of the research programme, but does not confirm the existence or validity of a standalone model of professional handoff integrity.
No participants were recruited, no empirical results were obtained and no real client or family data were used.
Subsequent MN SAPIENS research substantially narrowed the subject of inquiry. This publication is therefore retained as a distinct stage in the development of the research programme, but does not confirm the existence or validity of a standalone model of professional handoff integrity.
