Why Liability Planning Creates a Unique Growth Opportunity for Advisors
Siddhartha Oza describes how Sora Finance emerged from the observation that while investment management has become increasingly commoditized, advisors are stepping up to deliver more comprehensive value, notably in areas like estate, tax, and insurance planning. However, a critical component often overlooked is liabilities, crucial in the net worth equation of assets minus liabilities. Sora Finance fills that gap, providing advisors easy access to liability information, offering a granular view of both assets and liabilities, ensuring clients receive a holistic financial overview.
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Originally posted on: https://www.wealthmanagement.com/business-planning/why-liability-planning-creates-unique-growth-opportunity-advisors