WEBINAR: Holistic Financial Planning: Mastering the Art of Strategic Debt Use and Liability Optimization

In a landscape where wealth management is synonymous with asset accumulation, a crucial aspect often remains overlooked: optimizing the liability side your clients’ financial plans. Our April webinar, “Holistic Financial Planning: Mastering the Art of Strategic Debt Use and Liability Optimization” sought to bridge this gap, offering financial advisors a comprehensive understanding of how optimizing debt and helping clients with liability management is vital in serving UHNW and HNW clients.

Watch the replay of this Inspiring Insights Webinar to uncover the intricacies of liability management, exploring innovative strategies and technologies that can transform liabilities from overlooked details into opportunities for deepening client relationships, growing AUM and differentiating your financial planning process.

This webinar is designed to equip fiduciary financial advisors with the knowledge and tools necessary to navigate the complexities of modern financial landscapes, engage in more meaningful client conversations, and ultimately drive firm growth through a holistic advisory approach. It is ideal for financial advisors seeking to expand their service offerings, differentiate their financial planning process, and cater to the evolving needs of high-net-worth clients.

Watch Replay Here

About Rohit Agarwal 

Rohit Agarwal holds a B.A. in economics and political science from Emory University, an MBA from Northwestern University – Kellogg School of Management, and a JD from Northwestern University – Pritzker School of Law. He’s held analyst, consulting, and management positions at Kiva, mend, The Tusker Fund, Mckinsey & Company, and Bank of America.

Agarwal resides in the San Francisco bay area. His contributions to Teach for America, Teach for India, Generation, and Rocketship Public Schools are still much appreciated by the students and teachers his insights and abilities touched.

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