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Client-centric resources

Whether you call it business development, client acquisition or creating a successful business growth plan, Lincoln Financial Network delivers tools to help you create a customized marketing and brand approach in your local market.

Leverage our programs and tools

We have tools to help you map your plan, identify client targets, enter new markets, brand your practice and more.

 
Market specialization

Our proprietary market specialization programs are designed by advisors, for advisors, to help identify and grow your business in niche markets:

  • Gain insight, support and training on how women approach investing by engaging with women advisors in The WISE Group, a network of women advisors whose mission is to inspire, support and educate.
  • Access business owner training and certification through our Business Intelligence Institute, a program dedicated to working with business owners to help plan and protect for their futures.
  • Access new markets targeting centers of influence for shared business opportunities by collaborating with other professionals, including CPAs and attorneys.
  • Using a strategic formula for success, tap into our resources and processes to target executives at top firms to engage in a planning relationship.
A digital experience that meets your clients’ expectations

Prospect and communicate with clients using a branding strategy that’s right for your independent business, tools to help you position your practice and a wealth of resources to kick start your marketing. You can access, personalize and distribute compliance-approved materials, engage with clients on social media, and identify marketing solutions that help you grow your practice.

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Define your brand

As one of the largest independent broker-dealers, empowering your expertise is embedded in our DNA.

Learn how to communicate your value proposition.

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Lincoln women advisors take charge

The WISE Group provides a community for women advisors to grow their practices … and ultimately help women clients achieve their goals.