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What We Do and How We Can Help
What We Do and How We Can Help At Salt Creek, we are dedicated to helping financial advisors and RIAs expand their firms with efficient access to capital. It’s our goal to help you grow your firm. We exclusively serve financial advisors and we...
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Our Streamlined Lending Process
Our Streamlined Lending Process Securing a loan for your financial advisory firm can be time consuming and overwhelming if the lender is not familiar with your business model or if you meet with delays during the lending process. At Salt Creek,...
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Breakaway Advisors: Key Considerations Before Going Independent
Breakaway Advisors: Key Considerations Before Going Independent The RIA model has gained traction over the last decade. Many advisors are attracted to the flexibility and independence the RIA model offers. The rise of Virtual Family Offices, new technology,...
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Is It Time To Refinance Your Broker-Dealer’s Loan
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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Why Financial Advisors Should Consider Investing In Their Own Real Estate
Why Financial Advisors Should Consider Investing In Their Own Real Estate As the financial advisor sector has matured, more opportunities have developed for advisors to leverage capital to grow their businesses. In addition to capital for acquisitions...
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