Ventures in WealthTech
Come learn about the dynamic challenges and trends as it pertains to the venture capital market. Hosted by First Rate Ventures' Managing Director, Marshall Smith, CIPM, we will be interviewing top industry experts on all things WealthTech.
Ventures in WealthTech
Talking Debt & Wealth Management with Rohit Agarwal
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Marshall Smith
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Season 1
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Episode 13
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.