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Training & development

Our professional training, development and continuing education programs are designed to help you become the most successful financial professional you can be.

Be ready

Now, more than ever, we are here to provide you with a platform of educational training and development programs designed to help you navigate the unique challenges of our new normal.

We understand how disruptive this situation can be to your business, and we want you to know that we are ready - Lincoln ready, advisor ready and client ready - to weather the challenges this environment presents to us all.

Lincoln Ready - our commitment to you

Rooted in a long-standing history of financial strength, the Lincoln Ready tools strive to aid your efforts to seamlessly run your practices and serve your clients. Leverage content such as compliance approved conversation guides, trust-building resources and effective marketing collateral.

Advisor Ready - support clients with confidence

Be prepared to address your clients’ needs using our Advisor Ready materials. Access valuable materials and guides, from technical support to video tutorials to webinars with industry specialists, you have the tools and resources to work from home successfully.

Client Ready - guide and educate clients

During volatile markets, help ease client concerns with our Client Ready content. These materials help you guide clients while managing expectations through templated letters, technological tools and collateral specifically addressing market volatility.

Ready to learn - educational training platform

Ready to Learn is designed to help you navigate our new normal. Featuring insights from industry leaders and specialists, we cover relevant themes such as:

  • Increasing productivity with digital tools
  • Virtually managing teams and sustaining culture
  • Planning strategies, resources and solutions
  • Taking care of you – mind and body
  • Staying connected and adding value to clients
  • Building confidence in times of crisis
Develop on your own time

With 24/7 virtual access to training and education, you can empower your expertise with a robust calendar of curriculum without ever having to leave your office. Or if you value face-to-face interaction and networking with other financial professionals, you can attend educational conferences hosted in national and international destinations.

Learn and lead
Stay informed and engaged by participating in any of the live monthly best-practice webinars offered throughout the year. Ranging from topics such as sales ideas, bridging client needs to advice solutions, marketing and more, you’re encouraged to ask questions and engage with presenters and thought-leaders.
Expert advice, when you need it
If you need a technical resource, our financial planning and practice management programs and services provide competitive case analysis, product positioning, technology best practices, advanced case design, as well as overall practice assessment to help drive efficiencies.
Transition resources
When you partner with LFN, you will begin your journey with an experienced transition team dedicated to developing a custom experience for you and your staff. We’ll help you enable your practice to be client-ready on day one, engage your business from clients to stakeholders, and empower your expertise for future growth and success. We also offer legal support required for contract provisions, privacy obligations, and recruiting Broker Protocol requirements.
Are you asking the right questions?
10 questions to consider

Going through a broker-dealer transition? Asking the right questions can help you evaluate if a transition is best for you and your clients. 

Learn more about broker-dealer transitions (PDF)