Sora Finance Webinar with Bob Veres

Last Wednesday on August 17th, Sora Finance partnered with Bob Veres to host a webinar on Managing your clients’ debt to grow your business. The webinar was attended by financial advisors who subscribe to Bob’s newsletter, Inside Information. 

The webinar was led by the two co-founders of Sora, Siddhartha Oza and Rohit Agarwal who presented on topics such as the case of managing clients’ debt, Sora’s solution and two case studies. The presentation also included a guest appearance from Tushar Kumar of Twin Peaks Wealth Advisors, an advisor who shared why he uses Sora.  

Since then, many advisors have onboarded with Sora, taking advantage of a special deal offered to attendees. These advisors have already begun finding new loan and refinance opportunities for their clients. 

See video below for a full recording of the webinar: