Master the Fundamentals of Securities-Based Lending

A Practical Guide to Introducing SBL in Your Practice

The eBook: Securities-based Lending Training for Advisors is a practical, advisor-focused guide to understanding the core concepts of SBL. Designed for those new to SBL or looking to refresh their knowledge, this resource explains how SBL works, how to identify the right clients, and how to introduce it as a strategic solution. With real-life examples, comparisons to other lending options, and interactive exercises, this eBook helps you confidently integrate SBL into your client conversations and planning process. 

SBL Essentials Made Simple: Learn the structure, use cases, and benefits of securities-based lines of credit, including how they compare to other lending options like margin loans and HELOCs.

Client Identification and Positioning: Discover how to identify ideal SBL candidates in your book of business and how to communicate the value of SBL across various client profiles.

Practical Application Tools: Gain access to interactive exercises and case studies that help translate SBL knowledge into action with clients.

Download the eBook today to start your SBL education journey.

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