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
Podcast
Podcaster
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.
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.
Weitere Episoden
17 Minuten
vor 1 Jahr
18 Minuten
vor 1 Jahr
15 Minuten
vor 1 Jahr
14 Minuten
vor 1 Jahr
In Podcasts werben
Kommentare (0)