CFFP #54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Jean Dunn, CFP®. Jean is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group.

 

As a frequent speaker at industry and client events, Jean not only creates thought leadership but also provides consultative services to financial professionals, sharing industry best practices, from leading strategic marketing teams to helping the financial planning community understand and better serve diverse communities, her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.

 

Jean is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States and is passionate about researching how the shifts in intergenerational wealth and family dynamics influence how Americans save, invest and plan for their futures.

 

In our discussion we talked about:  

🎙️Next Wave of Generational Wealth Transfer

🎙️Diversity Inside of Financial Services

🎙️Wants and Demands of Consumers for the Future

Resources:

www.trowprice.com/nextwave

Prospecting the Next Wave Playbook

Next Wave Whitepaper

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