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

March 26, 2024

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 upcoming webinar, “Holistic Financial Planning: Mastering the Art of Strategic Debt Use and Liability Optimization” seeks 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.

Join us for the April Inspiring Insights Webinar as we dive into 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.

Learning Objectives:

Strategic Liability Management: Understand the principles of liability management and its significance in enhancing client financial health and wealth.

Technological Enablement: Discover how advancements in technology can provide better liability data, leading to more effective client engagements.

Client Relationships and Retention: Learn strategies to deepen client relationships by addressing the full scope of their financial picture, including not just assets but liabilities.

Competitive Differentiation: Explore how offering liability management and debt optimization services can set you apart in a market where 83% of wealthy investors expect such services, but only 3% of financial advisors provide them.

Risk Mitigation: Recognize the risks of not including liability discussions in your client interactions and determine how to mitigate them effectively.

This webinar 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.

$0 Equita Members; $39 Non-members

1-hour CFP® and NAPFA CE when attending the live event

Register 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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