『41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance』のカバーアート

41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance

41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance

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 Liability planning is not one of the usual services embedded in advisory practices, but Siddhartha Oza would like to see that changed – for the good of clients and advisors alike.According to Siddhartha, this gap is an opportunity for advisors to differentiate their practice and unlock AUM with their clients. Siddhartha is co-founder and co-CEO of Sora Finance, an AI-driven debt financing and management platform.Siddhartha joins us to discuss the importance of adding liability planning to you...
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