Resources

Join YCharts and Broadridge to uncover the key advantages of Securities-Based Lending (SBL) and its transformative impact on financial advisory practices. Learn how this powerful borrowing solution provides liquidity options without disrupting your clients’ long-term investment objectives.

In this webinar, you’ll gain insights into:

• The unique benefits of SBL for both clients and advisors.
• Practical use cases, including real estate investments, tax strategies, tuition funding, and more.
• A streamlined, advisor-focused lending process designed to strengthen client relationships.
• Leveraging tools like YCharts to simplify client communication and visualize portfolio strategies effectively.

Whether you’re new to SBL practices or an experienced advisor, this session will provide actionable strategies to enhance your offerings, deepen client trust, and grow your practice.

Don’t miss this opportunity to learn how Securities-Based Lending can help you retain AUM, minimize client churn, and deliver holistic financial solutions.