Great Wealth Transfer Keynote Speaker
An estimated $3 billion is inherited every day in the United States, and another $300 million in Canada. For wealth management firms, that's not a distant trend. It's happening to their clients now, and the rising generation has its own ideas about who they'll invest with. Tom Deans has delivered more than 2,000 speaking engagements across 29 countries, helping advisors and the families they serve prepare for this transfer before it happens.
Why Book Tom Deans for Your Great Wealth Transfer Event
Tom has a blunt message for the industry: wealth management isn't about building wealth, it's about building families. Growing a portfolio is table stakes. Clients want help with the harder conversation: how to prepare their heirs and pass on wealth without breaking the family. He's the author of three books on family wealth transitions, including The Happy Inheritor, and advisors have shared more than one million copies of his books with clients and prospects.
What Tom Covers in a Great Wealth Transfer Keynote
- Why firms need a clear Great Wealth Transfer strategy, not a patchwork of tactics
- Why the rising generation may move inherited assets, and how advisors can earn their trust
- How facilitated family meetings prepare heirs and connect advisors with the next generation
- Why families struggle to talk about money, and how advisors can open the conversation
- How secrecy and control derail wealth transfers, and what successful families do differently
Who Books Tom for This Topic
Tom regularly speaks for wealth management firms, insurance companies, and accounting and legal firms, at events ranging from advisor conferences and regional meetings to client appreciation evenings. For audiences focused on ownership transitions, see Tom's family business succession keynote.
Available Formats
- Keynote speeches for advisor conferences and corporate events
- Client appreciation events for advisors and the families they serve
- Virtual Family Meetings, a facilitated format that helps individual families work through wealth transfer conversations
- Workshops for advisor teams working with multiple generations of a family
Watch Tom Speak
A Great Wealth Transfer keynote helps advisors, firms, and families understand the generational shift of wealth now under way, and what it takes to prepare heirs and keep families together.
Yes, Tom offers online webinars and a Virtual Family Meeting format, in addition to in-person keynotes.
On this topic, Tom most often speaks to wealth management firms, along with insurance, accounting, and legal firms and the family business associations they support.
Yes! We offer significant discounts when you purchase FIVE or MORE of the same title from our on-line store. All orders qualify for Free Shipping.
If you are an advisor and are purchasing books for clients, remember to add a sticker to the book that includes your contact information. Pro Tip: some advisors also insert branded book markers in the books they share with clients.
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