Go beyond the first transaction and discover how to build a repeatable, scalable SBL practice that delivers long-term value for clients.
Opening an SBL is a powerful first step, but what comes next? Advisors who build repeatable behaviors, integrate SBL into ongoing planning, and deepen their client conversations are best positioned to scale.
This on-demand webinar explores how to move beyond your first SBL and grow into a sustainable, client-first SBL practice. Originally recorded live, this session provides actionable guidance for turning SBL from a one-time solution into a lasting part of your advisory process.
Client Identification: Learn how to identify clients with ongoing or repeat liquidity needs to position SBL as a long-term solution.
Scalable Processes: Discover how to build repeatable systems that drive consistent SBL usage and support multiple clients across the life of their loans.
Relationship Growth: See how SBL can shift from a one-time transaction into a relationship-deepening tool that delivers lasting value.
By shifting from reactive to proactive SBL conversations, advisors can unlock new opportunities, preserve long-term strategies, and deliver lasting value.
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