With the uncertain times and market volatility, it’s very possible that clients will face a liquidity need at some point this year. Consider helping them open a securities-based line of credit (SBLOC).
The house the client had long been eyeing was finally available. All was ready for closing day. What could go wrong? Well, two things it turns out – the mortgage lender and the market.
A wealth management firm in the Northeast was looking to enhance its services for clients and grow its practice.
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