Tag - broker | First State Bank Nebraska

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

Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek

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...

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Tags: BD loans, broker, Buyer, capital, cash flow, consolidate, dealer, financial advisor, independent, Interest
How to Choose a Lender for Your Financial Advisor Practice

Posted on: June 9, 2022 by First State Bank Nebraska in Salt Creek

How to Choose a Lender for Your Financial Advisor Practice In our previous post, we discussed how having financing in place gives you a competitive edge in acquisitions. Many advisors don’t stop at one acquisition, choosing instead to use...

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Tags: acquisition, broker, Custodian, dealer, financial advisor practice, Government guaranty, Growth strategy, Industry experts, Legal professionals, Lender