Episode Details
Back to EpisodesFocused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting GenZ and Making an Impact
Published 3 years, 1 month ago
Description
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Kristi Rodriguez, Senior Vice President of The Nationwide Retirement Institute, about redefining retirement, appealing to the Gen Z investor and an innovative approach to introducing the financial services industry to diverse students.
Specifically, Kristi discusses:
- Taking a “safety first” approach when it comes to retirement income
- How to best serve Gen Z’ers
- What and Who inspired her to spearhead the creation of The Financial Alliance for Racial Equity
- A program, that actually works in recruiting diverse talent to the financial services industry
Resources:
- Find a variety of resources for financial professionals at Nationwidefinancial.com
- Resources for working with diverse clients
- Nationwide Advisor Advocate blog
- Learn more about the Financial Alliance for Racial Equity at theFARE.org
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With Kristi Rodriguez:
- Website: Nationwide Financial
- LinkedIn: Nationwide
- LinkedIn: Kristi Martin Rodriguez
- Email: rodrik7@nationwide.com
About Our Guest:
Kristi Martin Rodriguez currently serves as Senior Vice President of the