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Tag: financial advisor loans

10 May

Advisor Loans: SBA Versus Conventional Loan Programs

In years past advisors had to rely on personal assets, cash, and seller financing to buy equity or fund growth initiatives. Now financial advisors have greater access to capital through a variety of lenders who have entered the market. These new lending sources provide a wide range of options, all with different terms and requirements. […]

21 Feb
Is It Time To Refinance Your Broker-Dealer’s Loan

Is It Time To Refinance Your Broker-Dealer’s Loan

Financing options for advisors have changed dramatically over recent years. One unexpected player that has entered the finance game are the broker-dealers themselves. Many broker-dealers recognized the value of offering capital to their advisors. Namely, giving advisors access to capital so they can acquire new business either organically or inorganically, or offering loans as incentives […]

24 Aug

Why Financial Advisors Should Consider Investing In Their Own Real Estate

As the financial advisor sector has matured, more opportunities have developed for advisors to leverage capital to grow their businesses. In addition to capital for acquisitions and other growth initiatives, advisors also have access to capital for commercial real estate. The opportunities are even greater, now that advisors have access to SBA loans. The 504 […]

10 Jul
sba loans for financial advisors

Why Now Is The Time For Financial Advisors To Leverage An SBA Loan

Covid has brought many changes and challenges to the financial industry. It has also brought opportunity in the form of government programs designed to keep small businesses not only open, but also growing. Chief among them are the SBA 7(a) and 504 loan programs, which are designed to make credit accessible to business owners looking […]

09 Jan
Making Your Financial Practice Credit Worthy

The Five C’s of Making Your Financial Practice Credit Worthy

Many practice leaders discover that to grow their practice they need access to capital. As the financial advisor market has grown and stabilized, more lenders have emerged to assist financial advisors with loans for everything from acquisitions to working capital. To do this, lenders have worked with consultants to develop methods for determining the value […]