Turn client hesitation into opportunity. Learn how to reframe objections and strengthen relationships through confident SBL conversations.
When clients hesitate on securities-based lending (SBL), it’s not a rejection. It’s an opportunity. Advisors who understand the root of common concerns and respond with clarity can turn objections into trust-building moments.
This on-demand webinar explores how to navigate difficult conversations and reframe skepticism into productive planning dialogue. Originally recorded live, this session helps advisors prepare for objections and lead client discussions with confidence.
Address Risk Concerns: Learn how to address client concerns about market impact, repayment terms, and perceived risks with confidence and transparency.
Reframe Objections: Discover how to reframe objections as opportunities for client education, building stronger relationships through open dialogue.
Lead with Confidence: Gain practical strategies to lead proactive, transparent SBL discussions.