Learn how top advisors are using securities-based lending to create client value and drive growth—now available to watch anytime.
Missed the live session? No problem. The SBL Academy On-Demand Webinar features a candid fireside chat with Joshua Baer, a financial advisor who has seen significant success integrating securities-based lending (SBL) into his practice.
Hosted by SBL veteran Mike Musial, this 45-minute session delivers practical insights, advisor-tested strategies, and real-world client examples to help you confidently introduce SBL into your business.
Getting Started with SBL: Learn practical steps for adding SBL to your advisory toolkit.
Advisor Benefits: Discover how SBL can enhance relationships, support client goals, and grow your practice.
Client Success Stories: See how SBL has been used to solve liquidity needs without disrupting investment strategies.