Join us June 9th from 8:30 to 10:00 with T. Rowe Price’s presenter- Jean Dunne, CFP
The Family Dynamics of Intergenerational Wealth Transfer
Intergenerational wealth transfer represents one of the largest attrition risks to an advisors’ book of business. But there are steps you can take to build better relationships with an entire family by meeting their specific needs and serving them better. In turn, this will help you extend your practice to the next generation.
THIS PROGRAM PROVIDES:
■ A quick process to identify what relationships are at risk if a wealth transfer event occurs
■ Insights on family dynamics that can help you develop relationships beyond the primary decision maker
■ A tool that helps you develop an action plan for key clients, based on their specific family dynamics