Season 6 Episode 54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®
About our guest…
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.
Prior to her current role, Jean held several roles at T. Rowe Price, including strategic marketing and value-added roles. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S. in Political Science from Truman State University. Jean lives in Annapolis with her pups and enjoys yoga, paddle boarding and just about any excuse to be on or near the water.
What we talked about…
🎙️The Wealth Transfer's Demands
🎙️The Wealth Transfer's Diversity
🎙️Off the Top of Your Head...on financial coaching, financial therapy, career changers and Certified Financial Planners
🎙️ Studies from T. Rowe Price on: The Next Wave of Wealth, Prospecting the Next Wave Playbook, Next Wave Whitepaper
Resources from this podcast…
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