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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:
All supported with pop quizzes, toolkits and articles to help you grow your business.