Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!

About this episode

Sam Oakes interviews Ben Mason about Kinvault's technology aimed at solving the wealth transfer problem in financial planning.

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 did something about that. In this episode of Financial Planner Life, Sam sits down with Ben Mason, the founder of Kinvault, to discuss the technology he built to address one of the most overlooked risks in financial planning: intergenerational wealth transfer. Ben e...

People in this episode

Host: Sam Oakes

Guest: Ben Mason

Topics covered

• wealth transfer
• financial planning
• technology
• intergenerational relationships
• financial advisers

Keywords

• financial advisers
• AUM
• client relationships
• wealth transfer problem
• intergenerational wealth

Mentioned in this episode

Organizations: Kinvault

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