Securities-Based Lending Training Program
How to sell and market SBL to suitable investors
Securities-based lending (SBL) not only provides a risk-managed way to unlock liquidity from highly appreciated, non-retirement portfolios, but also offers a gateway into other valuable client and family discussions and is associated with AUM growth.
Are you an advisor looking for a better understanding of SBL? When it makes sense and what makes a good marketing prospect?
Get the background you need to comfortably identify suitable prospective SBL borrowers and to build SBL into your marketing programs.
Three digestible modules give you what you need to:
- Understand SBL
Discovering how Securities-Based Lending can help transform and grow your business by providing clients with a new source of liquidity or working capital - Find your first suitable SBL prospect
Taking the simple and direct approach to finding your first SBL prospect starts with looking at your current book for business - Put SBL at the core of your business strategy
Integrating SBL to create lasting relationships and drive growth
All supported with pop quizzes, toolkits and articles to help you grow your business.