fbpx

Why Our LeverageLine Makes Money – Lots of It – for our Smartest Agents

There are certain attributes of the successful A. B. Nicholas referral agent that can be gleaned from over a decade of experience with over 3,000 agents here at ABN, some failures, some moderate successes, and some great successes with incomes in the six figure range. So what makes for the most successful of agents? 

Lets make this simple. 

  1. Our successful agents all understand that despite being a heavily regulated securities-related industry, you can safely and effectively market the LeverageLine and REITLine programs. 

    By this we really mean adherence to the rules laid out in our Explainer video. These boil down to providing any kind of statement or advice that regulators would prohibit unless you are licensed to do so. For example, successful agents know they cannot say “Save thousands in taxes by getting a LeverageLine instead of selling.” While this is of course true, the IRS is quite clear on the matter of offering tax advice that could be conflated into “tax avoidance”. One can state the benefits “Why sell your stocks to get cash when you can leverage them instead, avoiding a possible tax event.” The latter is fine; the former, not fine. Successful agents know this instinctively.
  2. Successful agents know their role — to refer. Our best agents in the course of whatever their normal duties are at their regular job (e.g., real estate, insurance, CPA work, etc) locate clients who have stock portfolios and might like to see what we can offer them — without any cost or obligation to do so. A free quote with nothing to lose — this when presented intelligently is a powerful winner.
  3. Successful agents have no issue referring the client to our website. They understand that ABN never, ever circumvewnts our referring agents and that is just another reason why we’ve enjoyed an A+ rating by the Better Business Bureua with zero complaints since we opened our doors. 

    Trusting referrals by your clients to our website means they get real, solid, up-to-date information pre-approved and aimed at “closing the deal” at least through the application stage, for our agents. 
  4. Make it personal. Our best agents don’t rely on email to inform or orient their clients to the LeverageLine program. Rather, they are “people persons” who do their best on the phone or in person. The personal touch is almost a requirement for a service like LeverageLine. 
  5. They understand and believe in the LeverageLine value proposition. Our program has been painstakingly created to provide the best possible interest rates, loan-to-value, and other client-friendly features and has evolved into a better and better program over the years for our clients. Our most winning agents all understand that this is not hyperbole, but fact. We DO have the best solution in the market for those seeking the lowest costs and the greatest value/benefits from a credit line placed against their stock portfolio. 
  6. Lastly, our most successful agents already brought a Rolodex (ok, that’s a dated reference) to the party. These agents have pre-existing lines of business activity that they probably are still undertaking, and have built up a client base that they can then smoothly meld the LeverageLine program into as another option. That’s the role that LeverageLine was meant to perform — as another option for those already dealing with stock-owning clients. 


Well, that’s the basic formula. One can also add other intrinsic skills like a command of the language, good sales instincts, and a knowledge of human behavior, which apply to most all sales activities. But those who follow this plan, and perhaps even automate it with our highly developed clickthrough system (we can show you how) do very well with our niche securities finance product that as of May, 2020, remains the very most competitive and advanced program of its kind in this business niche. 

www.abnicholas.com/LeverageLine

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn
Related Posts

Introducing A. B. Nicholas’ Newest Loan Program for Bitcoin owners, BitLine!

A. B. Nicholas is pleased to announce its third new lending program, BitLine! As with all of our other unique and uber-competitive lending programs, BitLine is the first of its kind to not only use only fully licensed, major U. S. institutions, but to offer the great wholesale rates and superior loan-only terms of all A. B. Nicholas’ famed programs.  Apply as always via our standard secure quote form. The

Get a LeverageLine Before Years End and Have Your Cash by Christmas!

Get THE best securities-based credit line program in the country and have your cash before CHRISTMAS if you act now.  Our stock loan rates remain THE best in the market. Our loan-to-value is also the highest in the financial industry, based on competing offers for qualified portfolios.  Learn. more about LeverageLine from A. B. Nicholas here. And apply for free securely via our one-page online application form today to have

View Our New REITLINE Video Today

Add New PostOur REITLine loan program allows individuals with normally unsellable UPREIT securities to obtain cash via credit line against their portfolio. Previously, real estate investors who received payment for the sale of their property in UPREIT tax-deferred securities could not obtain cash from that sale unless they converted the UPREIT to a normal marketable REIT, a typically costly process in the sale automatically becomes taxable when this is done.With

Join Our Weekly Newsletter

We do not sell, communicate or divulge your information to any third-parties.