Content

Tom Anderson literally "wrote the book" on wealth management lending. We write the content, you brand it your way.

Comprehensive Library

Resources to help your advisors and clients understand the benefits and risks of wealth management lending

Securities Based Lending | SBLOC content

Our content themes

Sample topics:

Practice Management
Suitability
Managing risk
Proactive solutions / positioning
Product use / benefits
Comparison to alternatives
Changing the default / setting the table
Process vs. product

We create the content. You brand it your way.

A balanced approach

Sample titles from recent articles

The most important thing to do as a financial advisor
What one top advisor says to all their clients
$60,000 car, $250 / month
Nope. This is not for you.
Business loan with no required monthly payment? What's the catch?
The one thing good advisors know for sure
Lessons learned from the best

Author

Created by New York Times best-selling author of The Value of Debt series and former top financial advisor, Tom Anderson.

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1210 South Indiana, Apt 7206. Chicago, Il 60605

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