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Within the newest episode of the brand new podcast collection, Targeted on the Future, veteran trade chief Suzanne Siracuse talks with Kristi Rodriguez, senior vice chairman of The Nationwide Retirement Institute, about redefining retirement, interesting to the Gen Z investor and an progressive method to introducing the monetary companies trade to numerous college students.
Particularly, Kristi discusses:
- Taking a “security first” method with regards to retirement earnings
- The best way to finest serve Gen Z
- What and who impressed her to spearhead the creation of The Monetary Alliance for Racial Fairness, a program that really works in recruiting numerous expertise to the monetary companies trade
Sources:
Join With Suzanne Siracuse:
Join With Kristi Rodriguez:
About Our Visitor:
Kristi Martin Rodriguez at present serves as Senior Vice President of the Nationwide Retirement Institute for Nationwide Monetary, main the groups liable for advocating for and educating members, companions and trade leaders on points impacting their potential to have a safe monetary future.
Kristi is an energetic member of the group, working with a number of non-profit and social organizations that support unserved communities all through the nation. Kristi was one of many founding members of the Ohio chapter of The Nationwide Affiliation of Securities Professionals (NASP), a corporation serving to individuals of colour and ladies obtain inclusion in our trade. Kristi serves as a board member for Kindway, a non-profit group devoted to the profitable re-entry of incarcerated women and men into the group. Moreover, Kristi is a member of the Board of Trustees for The American Faculty of Monetary Companies.
