Keys to building a sustainable, impactful and profitable business.
Focused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting Gen Z and Making an ImpactFocused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting Gen Z and Making an Impact
Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
Sponsored by
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
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
Learn more about the Financial Alliance for Racial Equity at theFARE.org
Connect With Suzanne Siracuse:
Connect With Kristi Rodriguez:
Website: Nationwide Financial
LinkedIn: Nationwide
LinkedIn: Kristi Martin Rodriguez
Email: [email protected]
About Our Guest:
Kristi Martin Rodriguez currently serves as Senior Vice President of the Nationwide Retirement Institute for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to have a secure financial future.
Kristi is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country. Kristi was one of the founding members of the Ohio chapter of The National Association of Securities Professionals (NASP), an organization helping people of color and women achieve inclusion in our industry. Kristi serves as a board member for Kindway, a non-profit organization dedicated to the successful re-entry of incarcerated men and women into the community. Additionally, Kristi is a member of the Board of Trustees for The American College of Financial Services.
