What Women Want When Shopping for an Advisor

Affluent women are now more involved in major purchase decisions than ever before. Here’s what they’re looking for in an advisor.

Today’s affluent female is now a significant factor in all major purchase decisions. After all, they control two-thirds of annual spending in the U.S. and 80 percent of all household purchases, according to the Center for Women’s Business Research. That said, it is incumbent upon advisors to get a better understanding of today’s affluent female, an understanding that goes beyond the world of finances. Shopping Around So how do affluent women approach a major decision? ...

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