Knowing when SBL isn’t the right fit is just as important as knowing when it is.

 

Securities-based lending (SBL) is a powerful liquidity tool, but it’s not right for every client. In this SBL Academy session, we’ll explore the nuances of client fit, risk considerations, and how to engage with clarity when SBL is or isn’t appropriate. 

 

This session is designed to help advisors deepen their judgment and confidence when evaluating potential use cases. 

You'll Learn How To:

• Understand the most common SBL use cases 
• Identify the characteristics of clients who are and aren’t suitable 
• Avoid common missteps 
• Engage clients when SBL is a smart, strategic choice

Don’t miss this opportunity to strengthen your approach to SBL by knowing when not to use it.