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Debt Optimization as a Next-Level Service with Rohit Argawal
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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By Jordan Haines, CFP®
4.8
3434 ratings
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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