Chuck Fawcett, Chief Banking Officer, at TriState Capital Bank discusses securities-based lending solutions that provide liquidity to investors without requiring the liquidation of securities portfolios.
WEBCAST – Maximizing Long-Term Borrowing Base Strategies For Your Clients
This informative webinar provides an overview of how today’s most successful advisors are leveraging best practices in strategic borrowing to deepen client relationships and build strong, holistic wealth management practices.
As one of the most flexible lending options available to you and your clients, borrowing base strategies executed through SBLOCs (securities-based lines of credit) offer access to a liquidity strategy that, over time, has the potential to generate and create additional wealth. With both fixed- and floating-rate options available, SBLOCs are an ideal solution for both short- and long-term borrowing needs for all of life’s milestones.
Please join us for a comprehensive view of this client perspective, that will include best practices regarding use strategies as well as a review of use cases.
Accepted for 1 CFP® / IWI / CFA CE Credit