Advisor Spotlight: Sid Misra
Certified Financial Planner, advisor at Beacon Financial Group and founder of MPowered Finance
Sid Misra talks to Sora, about his experience helping individuals and families secure their financial future through comprehensive planning and how to build an effective brand in the advisor community.
Key Topics:
+Motivations and journey to becoming a Certified Financial Planner
+Financial planning philosophy, approach, and fiduciary duty
+Building the MPowered Finance brand to educate and attract people
+The importance of managing debt for comprehensive planning
Watch and listen to the full segment to learn more. Jump to 10:10 to hear Sid talk about Sora and the benefits of optimizing debt for your clients.