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.

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

Get a front row seat at CNBC’s events and hear directly from the visionary executives, innovators, leaders and influencers taking the stage at CNBC’s live events series, including Evolve, work, and more. Hear the best sound from the fireside chats, keynote talks, and panels, with added, behind-the-scenes commentary from the moderators and interviewers who were on stage at the event, and other CNBC beat reporters close to the action.

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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

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