8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
John O'Connell
01-03-24
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O’Connell and Joel Bruckenstein and published by Sora Finance, and provides a slideshow review of the eight reasons why liability management should be a focus for financial advisors – an often overlooked but very important part of the holistic wealth management process.