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When advisors start conversations about strategic borrowing, they position themselves to win, grow and retain assets and clients.

Serving as a resource for clients’ credit needs may help advisors differentiate themselves. Lending could also start conversations about philanthropy, business needs or existing liabilities. In addition, assets tend to be stickier when tied to a loan.

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Win, Grow, Retain: How to Enrich your Business with Smart Liability Management

This whitepaper shares case studies, conversation-starters and tips for incorporating liability management into your business.

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