Summary: Affluent women are more “advisor oriented” than affluent men, according to the latest Global Wealth Monitor from Phoenix Marketing International, meaning they’re more likely to let their advisor make most or all of their financial decisions for them, or to consult with an advisor regularly but make the final call on their own.
 “What we found pretty much across the board is that advisors have been able to form very strong relationships on each of those pillars. The difference is the willingness of the affluent women to interact with the advisor, to be engaged, to be less resistant to advice."David Thompson, managing director of the affluent practice, Phoenix Marketing |
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