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Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!
75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation. Ben Mason from Kinvault d...
About This Episode
Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem! is an episode from The Financial Planner Life Podcast by Sam Oakes. 75% of financial advisers lose their AUM when a client passes away. Not because...
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This episode belongs to The Financial Planner Life Podcast.
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Episode Details
Published May 21, 2026, 35:58 long, audio available.
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