Fully 96% of the 550 female-millionaire respondents said it is "important for their financial advisers to spend a significant amount of time up-front to understand their entire life picture, not just their finances," the study said.
报告说,在受访的550位女性百万富翁中,有整整96%的人说,很重要的一点是,理财顾问要先花相当多的时间来理解她们的整个人生图景,而不止是她们的财务状况。
The report also said the women millionaires want their advisers to understand them "in terms of their unique profiles and values," and not to stereotyped by gender or "talked down to." They also want an adviser who "recognizes the importance of an authentic relationship."
报告还说,女性百万富翁希望理财顾问能够理解她们的独特个人情况和价值观,不要因为她们的性别戴上有色眼镜,或用高人一等的口气和她们说话。她们还希望理财顾问能够认识到建立一种可靠关系的重要性。
A majority of the single, widowed or divorced women-millionaires said they reach out to their financial advisers on non-financial matters. The study said working women reach out to their advisers for some "out-of-the-box" advice: from support on personal-health issues to family disputes, life coaching and other personal matters, the study said.
大部分单身、丧偶或离异的女性百万富翁说,她们在非财务问题上也会请理财顾问帮忙。报告说,职场女性会向理财顾问征求不“墨守成规”的意见:从个人健康问题、家庭纠纷,到人生指导和其他个人问题。
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