August 18, 2020 @ 2:00 pm – 3:00 pm





The Great Wealth Transfer:
Building Trust That Lasts

Tuesday, August 18
at 2:00 PM ET

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.

Reserve your virtual seat now!