Ep 8: The Great Wealth Transfer
Manage episode 352348643 series 2910854
At Arken, our industry research has uncovered three ways in which we believe the Great Wealth Transfer will impact the estate planning market. These are:
- The rise of digital competitors
- Tomorrow’s clients – a new target audience
- Digital transformation
Listen to our team run through the findings and discuss each challenge in detail.
9 Episoden