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When:
August 18, 2020 @ 2:00 pm – 3:00 pm
2020-08-18T14:00:00-04:00
2020-08-18T15:00:00-04:00
The Great Wealth Transfer:
Building Trust That Lasts
Tuesday, August 18
at 2:00 PM ET
Featuring:
Jean Dunn, VP T.Rowe Price
Client Loyalty Insights Leader
Did you know? The vast majority of heirs find new financial professionals when inheriting wealth.* That’s why it’s essential for you to establish connections with clients’ family members well before the transfer occurs. Not doing so could result in losing a great deal of potential revenue and the opportunity to build your book of business.
Join Jean Dunn as she explains how you can:
- Deepen client relationships across generations.
- Understand the ways that families talk (and don’t talk) about money.
- Help families start the conversation about wealth transfer.
- Discover how wealth management beliefs, practices, and habits differ across generations.
- Build trust and present yourself as an ally to the entire family.
Help clients transfer their wealth and seize an opportunity to grow your business.