Wealth Management Lending Consulting
Securities Based Lending | SBLOC | Wealth Management Trends | Regulatory Compliance
Engage your audience
Tom Anderson's wealth management lending presentations
Tom Anderson is frequently the highest-rated speaker at wealth management events and conferences.
Our clients
Include:
- The largest global financial institutions
- Banks
- Wealth management firms
- TAMPs
- Fin-tech companies
- Private equity and venture capital investors
- Consulting firms
Critically acclaimed, best-in-class material
SBLOC content
Delivered in presentations, training sessions, articles and videos
- Continuing education. We are one of the only providers of certified continuing education for financial advisors on securities based lending.
- White label. We create the content. You brand it your way.
- Train the trainer. Our team helps train your team.