
What Millennials Want in a Financial Advisor with Jon Mauney and Kristi Rodriguez
AsHish PuNjabi
18 min
News
تفصیل
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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What Millennials Want in a Financial Advisor with Jon Mauney and Kristi Rodriguez
AsHish PuNjabi