WP&BC Portland Chapter Online Webinar 

Women in Retirement (Authentically Connecting with Women Investors)

Jean Dunn
Vice President, T. Rowe Price

Recorded on June 15, 2021

Women now control more personal wealth in the U.S. than men and are critical to the future success of your practice. To truly connect with women investors, it’s important to recognize that women have their own unique perspectives—it’s not just about the differences between men and women but the differences among women. The future is now, so be prepared to set yourself apart with women investors. Attend this webinar to understand:

• What women value most
  
• Where women see opportunities for financial professionals to improve their offerings
• How to tailor your approach based on a woman’s investment decision making
  

Jean Dunn is a vice president of T. Rowe Price Associates, Inc., and a client loyalty insights leader in the U.S. Intermediaries division. In this role, she creates thought leadership and provides consultative services with clients and prospects on financial services marketing, client loyalty, and segmentation insights. Before assuming her current position in 2017, Jean led several strategic marketing teams that developed strategic marketing plans, value-added programs for financial advisors, and communication programs for defined contribution clients. With over 20 years of experience in the financial services industry, Jean has worked extensively with financial intermediaries and advisors. Prior to joining the firm in 2004, she worked in the Third Party Sales & Marketing Department at American Century Investments. 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 also is a CERTIFIED FINANCIAL PLANNER™ professional.