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Title

​Authentically Connecting With Women Investors

Event Description

​Authentically Connecting With Women Investors
Tuesday, December 15 | 12:00-1:00 PM | 1 PL


Women now control more personal wealth in the U.S. than men, so a financial professional’s ability to effectively connect with women investors is critical for success. Establishing meaningful client relationships with women investors requires going beyond the unique needs of women when compared with men—a financial professional must also understand differences among women. Join Jean Dunn, Client Loyalty Insights Leader, for insights into the varying personas of women investors, actions to help you better connect, and tools to assist with relationship-building.

About the speaker:

DUNN_Jean.jpg

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. Jean earned a B.S. in political science from Truman State University. She is a Series 6, 7 and 63 registered representative and a Series 24 registered principal. She is also a CERTIFIED FINANCIAL PLANNER™. 
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Event Type

Society; Career; Educational; Featured

Education Topic

Behavioral Finance

Start Time

12/15/2020 12:00 PM

End Time

12/15/2020 1:00 PM

City

Minneapolis

State/Province

MN

Event Country

United States

Event Region

Americas

Location Info

​Online

Speaker

Jean Dunn, CFP®

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

0.00

Non-Member Price

0.00

Candidate Price

0.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Event Link

​Authentically Connecting With Women Investors

Event Link Leads To New Tab

Yes

Event Short Info

Women now control more personal wealth in the U.S. than men, so a financial professional’s ability to effectively connect with women investors is critical for success. Establishing meaningful client relationships with women investors requires going beyond the unique needs of women when compared with men—a financial professional must also understand differences among women. Join Jean Dunn, Client Loyalty Insights Leader, for insights into the varying personas of women investors, actions to help you better connect, and tools to assist with relationship-building.

Attachments

Content Type: MyCFA Calendar
Created at 10/14/2020 6:51 PM by support@cfamn.org
Last modified at 12/23/2020 11:11 AM by assistant@cfamn.org[CASMSTS:username]