Minisode - Overcoming the Diversity Challenge in the Advisory Profession

Subscribe to this podcast on:  



About This Episode

It doesn’t take Black History Month to remind our listeners of the lack of diversity in the advisory profession. Of the countless conferences I’ve attended – when it was possible to attend such conferences – the overwhelming majority of attendees were like me: white, male and middle aged. We’ve seen a number of efforts to address this lack of diversity, particularly in the last year in light of the tragic events that have particularly affected people of color. Here to talk with me today is someone at the forefront of those efforts within the advisory profession.

About Our Guest

Kristi Martin Rodriguez 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.

In that role, Kristi oversees an extensive network of professionals who provide hands-on consultation to develop client strategies and address the major concerns America’s workers face when planning for retirement. Through timely insights, education and client-ready tools, both financial professionals and individuals are able to work directly with Nationwide to increase their awareness and knowledge of complex financial topics such as retirement income planning, health care, long-term care and Social Security.

Kristi is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country.

Show Notes

Here is a link to the Nationwide Retirement Institute.