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 is covered

• How to approach financial planners during fall review season
• How to navigate specific client profiles based on life stages
• How Haventree and other lenders support planners while protecting investments
• How brokers use Lender Spotlight to connect with lenders