Explore real-world use cases, advisor-tested strategies, and best practices for introducing securities-based lending to your clients.
Opening an SBL is just the first step. In this SBL Academy On-Demand Webinar, we explore how advisors can deliver exceptional value by actively supporting clients throughout the entire life of a securities-based loan.
This session goes beyond the basics, offering strategies to help you manage risk, strengthen relationships, and provide expert guidance every step of the way. Learn how to make SBL a lasting part of your financial planning conversations—and a source of long-term client trust.
Educating Clients on Usage: Help clients understand how to use their SBL confidently and effectively.
Integrating SBL into Planning Conversations: Keep liquidity needs top of mind across reviews and strategy sessions.
Managing Risk Proactively: Prevent issues before they arise by staying ahead of market changes.