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

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

AsHish PuNjabi

18 min
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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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