41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddartha Oza of Sora Finance

On the Circuit ›

18:51 | Dec 12th, 2023

Liability planning is not one of the usual services embedded in advisory practices, but Siddartha Oza would like to see that changed – for the good of clients and advisors alike.According to Siddartha...Show More