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 to reach a new generation of clients and meet their needs.
January 20, 202218m 47s
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Show Notes
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Topics
investorsretirementfinancial advisorsmillennialsinvestmentsadvisorsinvestingmillennialcryptocurrenciesassetsclientunderstand