John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O’Connell was featured in this article from Wealth Solutions Report that covers a white paper he co-authored with Sora Finance and Joel Bruckenstein of T3 Technology Tools for Today, titled “Unlocking Growth Opportunities: The Case for Liability Management in High Net Worth and Ultra High Net Worth Client Portfolios”. The comprehensive report reviews the reasons for liability management and sets out keys to support optimization of current client debt and favorable terms for new debt.
