Text Size: Aa | Aa | Aa



Client Service Resources

We'll provide you with the resources necessary to view your clients analytically — determining what their goals are and what products they'll need to help them get there.

Client Segmentation and Profitability
In order to fully understand your client base, you have to segment it. This tool allows you to segment based on first-year revenue, recurring revenue, assets under management, growth potential, and personal introductions.

Systematic Client Communication
Our Touch Tracker template will help you monitor and record all of your client interactions, or "touches," providing valuable year-end records.

Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corp. and Lincoln Financial Advisors Corp., both members of FINRA and SIPC and affiliates of Lincoln Financial Group.

Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.