Talking Debt & Wealth Management with Rohit Agarwal
Update: 2023-08-09
Description
In our latest episode of Ventures in WealthTech, we engaged in a compelling conversation with the Co-Founder of Sora Finance to discuss the seamless fusion of debt optimization and cutting-edge analysis within the realm of wealth management.
A staggering 83% of discerning clients hold the reasonable expectation that their financial advisor will adeptly handle debt management intricacies. Yet, intriguingly, a mere 3% of these advisors rise to meet this crucial demand.
Witness firsthand how the power of AI empowers the future of financial advisory by transforming and optimizing debt structures, setting clients on a path to lasting financial mastery.
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