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

According to Siddhartha, this gap is an opportunity for advisors to differentiate their practice and unlock AUM with their clients. Siddhartha is co-founder and co-CEO of Sora Finance, an AI-driven debt financing and management platform.

Siddhartha joins us to discuss the importance of adding liability planning to your advisory practice and how Sora helps advisors do just that. He joins host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.

Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:

• Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't Ignore
• Learn more about our marketing services