Meet the Team
two businesswomen

How finance professionals can build trust with female investors

October 12, 2021

 

According to a recent Nationwide Retirement Institute Survey[1], female investors say they are feeling less optimistic, more concerned and less prepared than they have in years — especially due to the pandemic. Raluca Litvak, a financial advisor from Morgan Stanley, explains important differences when it comes to working with male and female clients. She joins Ann Bair, leader of Nationwide Financial Marketing, and Lori Hall from Nationwide’s Strategic Account Management team for an Extraordinary Conversation that digs into how advisors and financial professionals can build stronger relationships with female clients and grow their practices.

Sources & Disclosures

  • 1

    Sixth Annual Nationwide Advisor Authority Study, January, 2021

  • Nationwide and Morgan Stanley are separate and non-affiliated companies.

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