Today’s blog post is a video blog (“vlog”). I sat down with financial advisor Ellen Rogin to discuss a popular topic: developing relationships with female investors.
You’ll hear Ellen’s perspective on:
- How financial planning differs for women vs. men
- What qualities women investors typically look for when choosing a financial advisor
- What lead sources have been the most fruitful in attracting women investors
If you have any requests for future video topics, please let us know in the comments section.
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