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Why Liability Management Matters | Wealth Management [Video]

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Marketing Technology

Financial advisors are tasked with helping their clients reach their financial objectives in the most efficient way.

Yet, if their focus remains exclusively on growing assets, advisors might overlook an essential element of their clients’ financial wellness: their liabilities. Siddhartha Oza, co-CEO of Sora Finance sheds light on the critical gap between client expectations for loan and credit management services and the actual offerings by advisors.

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