About this session
Financial planners meet with every client in the fall to review investments and plan for year-end, creating a perfect opening for brokers to start new referral relationships.
Sponsored by Haventree and presented by Lendesk, this session shows you how to use alternative lending strategies to help planners serve more clients and generate more leads for your business.
What will be covered
- How to approach financial planners during fall review season
- What planners look for in a trusted broker partner
- Which client profiles work best for alternative lending, including self-employed and credit-rebuilding clients
- How Haventree and other lenders support planners while protecting investments
- How brokers use Lender Spotlight to win more deals
- Live Q&A with industry experts
