Ellen Rogin on Working with Female Investors [VIDEO]

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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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John Anderson

John Anderson

John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

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  • Newlin Archinal

    Good advice Ellen! I agree that women want to feel heard and understood. At the end of the day, female investors respond to more carrot than stick. They want a partner who will help them articulate their goals and develop a game plan for getting there.

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