How Advisors Use Wealthbox + Sora to Manage Liability

Agenda

Join us for a previously recorded live webinar to see how advisors who use Wealthbox and Sora can leverage client liabilities to promote better planning strategies. This webinar will cover:

1. How Sora’s AI-driven liability management and financing platform helps advisors maximize their clients’ net worth by understanding their liabilities and finding the best financing rates for them. 
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration allows advisors to seamlessly pull contact data from Wealthbox into Sora’s platform to expedite onboarding.
4. The benefits of the Sora and Wealthbox integration, and how to get started with ease.