What Millennials Want in a Financial Advisor with Jon Mauney and Kristi Rodriguez

What Millennials Want in a Financial Advisor with Jon Mauney and Kristi Rodriguez

No more meetings at the golf course, Millennials want to invest in companies and manage their wealth in ways that align with their ethical values. Jon Mauney of Betterment for Advisors and Kristi Rodriguez, SVP of Nationwide Retirement Institute share how
19 Minuten

Beschreibung

vor 3 Jahren
No more meetings at the golf course, Millennials want to invest in
companies and manage their wealth in ways that align with their
ethical values. Jon Mauney of Betterment for Advisors and Kristi
Rodriguez, SVP of Nationwide Retirement Institute share how to
reach a new generation of clients and meet their needs.

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