Ellen Rogin on Working with Female Investors [VIDEO]

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.

[brightcove videoID=3226858850001 playerID=2468263243001 height=270 width=480]

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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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