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