Home Ep 8: The Great Wealth Transfer with Dave Newick and Pippa Shepherd

Ep 8: The Great Wealth Transfer with Dave Newick and Pippa Shepherd

January 31, 2023

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:

  1. The rise of digital competitors
  2. Tomorrow’s clients – a new target audience
  3. Digital transformation

Enter your email to listen to our team run through the findings and discuss each challenge in detail.