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Debt Optimization as a Next-Level Service with Rohit Argawal
Manage episode 407147867 series 3558245
Indhold leveret af Elements Technology, Inc. and Reese Harper. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Elements Technology, Inc. and Reese Harper eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
When advising clients on how to build their net worth, reducing the cost of their debt is an essential part of the equation. Surveys show the majority of clients want liability optimization … but few advisors offer it. On this Elementality, Abby welcomes Rohit Argawal of Sora Finance, a firm that allows advisors to add liability planning to their services.
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