SBL in Practice: Finding the Right Clients and the Right Opportunities

Join us on Tuesday, June 16, at 1 PM ET for a practical session on two of the most foundational skills in securities-based lending (SBL): knowing which clients are a fit and how to position SBL to them. You will hear from a financial advisor who uses SBL in practice, sharing what's worked in real client conversations, and what he's learned along the way.  

Whether you're just beginning to introduce SBL or looking to sharpen your approach, you'll leave with a clear, repeatable framework you can apply right away. 

Key Topics We’ll Cover: 

• Identifying the Right SBL Client: The characteristics that make a client a strong candidate for SBL, and how to spot those signals early in your planning conversations.
• Common Use Cases Your Clients Are Already Facing: A look at the scenarios where SBL adds the most value, including tax payments, real estate purchases, business needs, and estate planning considerations.
• Bringing It Into the Conversation: How to introduce SBL naturally as part of a broader planning discussion. 

What You’ll Gain: 

• A practical framework for identifying which clients are most likely to benefit from SBL and when to introduce it.
• Familiarity with the use cases your clients are most likely to encounter, so you can speak to them with confidence and specificity.
• A clearer sense of how to position SBL as a planning tool that solves real client problems without disrupting their long-term strategy. 

Register now to build the skills that make SBL a consistent, confident part of how you serve your clients.