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:
- The rise of digital competitors
- Tomorrow’s clients – a new target audience
- Digital transformation
Enter your email to listen to our team run through the findings and discuss each challenge in detail.