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Jay Coulter, CFP®

'Generosity As The New Currency' With New York Times Best Selling Author Ellen Rogin


Ellen Rogin, CPA, CFP® comes on this episode of The Resilient Advisor Podcast to discuss how she grew her business through referrals with her philosophy of 'Generosity' as a currency. She is a Financial Advisor, Speaker, Money Expert and NY Times Best Selling Author. She is a host of Horsesmouth Advisor Radio and she has been regularly quoted in The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report.

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About Ellen

Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. A top producing financial advisor, Ellen is a nationally-known expert on building wealth. She speaks across the country on creating success and abundance.

Chock full of “left-brain” credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the “right” side, balancing values, big picture ideas, meditation and a sense of humor with all her professional training. She is as comfortable talking about the power of compound interest as she is the power of belief.

Ellen and her work have been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report.

Ellen is a regular contributor to Horsesmouth® and a host of Horsesmouth Advisor Radio.

Ellen is founder and president of Strategic Financial Designs Inc., a wealth management firm in Northfield IL, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago and The Ghana Scholarship Fund.

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