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

Published: May 25, 2022, 9:26 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\nToday we have Jean Dunn, CFP\\xae. Jean is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing\\u2014Offer Management Group.\\n\\xa0\\nAs 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.\\n\\xa0\\nJean 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.\\n\\n\\xa0\\nIn our discussion we talked about:\\xa0\\xa0\\n\\U0001f399\\ufe0fNext Wave of Generational Wealth Transfer\\n\\U0001f399\\ufe0fDiversity Inside of Financial Services\\n\\U0001f399\\ufe0fWants and Demands of Consumers for the Future\\nResources:\\nwww.trowprice.com/nextwave\\nProspecting the Next Wave Playbook\\nNext Wave Whitepaper\\nAre you a current or aspiring financial professional?\\xa0 Click here to join the Jumpstart community!Listen to previous podcast episodes, clicking here.\\nJoin our weekly newsletter, click here.\\nDon\'t forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\\nPlease leave a review right now, click here.\\nThanks again for listening, reading, and watching!'