Stop the Angst When Recruiting Advisors
RIAs and Broker Dealers Need to Stay Competitive with a State-of-the-Art Securities-Based Lending Solution
A growing wave of financial advisors are looking to leave wirehouses and become registered investment advisors (RIAs) or join broker dealers, seeking greater independence and payouts. Firms looking to recruit these coveted advisors need to provide the tools wirehouse advisors regularly use with their clients, mainly a fully-digital and automated securities-based lending (SBL) solution with low-interest rates.
We repeatedly hear that even though their client relationships are strong, a compelling SBL solution is imperative, or else advisors will not make the move. Advisors need a place to move their client’s outstanding balances in addition to an easy to use and robust SBL solution to address their client’s ongoing liquidity needs.
…a compelling SBL solution is imperative or else advisors will not make the move.
By working with Supernova TechnologyTM, RIAs and broker dealers can have a state-of-the-art SBL solution. Supernova’s solution provides:
- Access to best of breed SBL products that offer compelling interest rates and advance rates
- An easy to use, fully-digital proposal and application platform that supports loan payoffs
- A fast and automated loan approval process
- Full transparency on loan details for both clients and advisors
- Streamlined draw requests and access to funds via ACH and Fed Funds wire
- A simple process for transferring loans and refinancing with attractive interest rates
- Top-notch customer service and loan servicing
Supernova’s mission is to make SBLs available and affordable to a broader segment of wealth management firms—leveling the playing field with wirehouses, RIAs, and broker dealers. Don’t get left behind. Schedule a demo and see how Supernova can help your business grow. Click here to download a copy of this article.