This data-rich session explores how top-performing advisors are using SBL to fuel growth, deepen client relationships, and stay ahead in a competitive landscape.
This on-demand session reveals exclusive findings from a survey of financial advisors about their experience with securities-based lending (SBL). Originally recorded live, this session showcases how top advisors are using SBL to drive faster growth, deepen client trust, and expand their practice.
Hosted by Supernova Technology, this session unpacks what sets high-performing advisors apart and how SBL plays a pivotal role in growing assets, retaining clients, and unlocking new opportunities.
Advisor Growth Insights: Discover how advisors using SBL are growing faster than their peers—and why.
Client Satisfaction Metrics: Learn how SBL enhances the advisor-client relationship, even when the credit line goes unused.
High-Impact Use Cases: Explore real-world examples of SBL in action for taxes, real estate, bridge financing, business needs, and estate planning.