Learning Center

All in the Family: Generational Wealth Transfer

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Inter-generational wealth transfer represents one of the largest attrition risks in the industry's book of business. However, there are steps you can take to build better relationships with an entire family by meeting the family's specific needs and serving the family better. In turn, this session from FPA 2018 Annual Conference will help extend advisers practice to the next generation.

  • Create an action plan for key clients, based on their specific family dynamics
  • Identify what relationships are at risk if a wealth transfer event occurs
  • Develop relationships beyond the primary decision maker by using new insights on family dynamics

Jean Dunn, CFP®

Vice President, Insights Leader

T. Rowe Price Associates, Inc.

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.


All in the Family : Generational Wealth Transfer - On Demand
Open to view video.
Open to view video.
Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available