Habits in times of crisis

Habits in times of crisis


An image of historical Lincoln Financial brochures

Apply the 3 habits of highly effective financial professionals.


The most effective financial professionals build trust, build efficiency, and build simplicity in their client interactions. Taking the right actions now, when your clients need you most, can help you strengthen relationships that will withstand the test of time.

Use these featured resources to let your clients know they’re valued and that you’re looking out for them.


What you should be doing and saying to retain existing clients

Particularly during times of uncertainty, how you act and what you communicate to clients are vital to maintaining optimism and confidence. Active, engaged listening can help you boost your emotional connection, tailor the right questions, show empathy, and enhance your relationships.


What You Should be Saying and Doing Right Now to Retain Clients Video

What You Should be Saying and Doing Right Now to Retain Clients


Use Active Listening and Quiet Your Agenda Video

Use Active Listening and Quiet Your Agenda


What you should be doing and saying to retain existing clients

Particularly during times of uncertainty, how you act and what you communicate to clients are vital to maintaining optimism and confidence. Active, engaged listening can help you boost your emotional connection, tailor the right questions, show empathy, and enhance your relationships.



What You Should be Saying and Doing Right Now to Retain Clients Video

What You Should be Saying and Doing Right Now to Retain Clients


Tips to personalize and humanize your client interactions flier

Tips to personalize and humanize your client interactions



Use Active Listening and Quiet Your Agenda Video

Use Active Listening and Quiet Your Agenda


How to be a better listener flier

How to be a better listener




What you should be doing and saying to acquire new clients

Contacting your clients during challenging times is crucial. Just as important is using this opportunity to call on potential new clients to uncover those who may not be getting enough attention from their current financial professional.


This is the Perfect Time to Prospect Video

This is the Perfect Time to Prospect




What you should be doing and saying to acquire new clients

Contacting your clients during challenging times is crucial. Just as important is using this opportunity to call on potential new clients to uncover those who may not be getting enough attention from their current financial professional.


This is the Perfect Time to Prospect Video

This is the Perfect Time to Prospect


Open doors with the relational worksheet and script flier

Open doors with the relational worksheet and script



A checklist to help uncover new markets and opportunities flier

A checklist to help uncover new markets and opportunities



How to leverage your network to drive business and gain referrals

Asking for referrals and introductions starts with reviewing your current client network, their contacts, and the groups and organizations to which they belong. Meeting people through social and special events offers the opportunity to get to know any promising prospects.


Shifting from Social to Business Relationships Video

Shifting from Social to Business Relationships


How to Get Introductions and Ask for Referrals Video

How to Get Introductions and Ask for Referrals


How to leverage your network to drive business and gain referrals

Asking for referrals and introductions starts with reviewing your current client network, their contacts, and the groups and organizations to which they belong. Meeting people through social and special events offers the opportunity to get to know any promising prospects.


Shifting from Social to Business Relationships Video

Shifting from Social to Business Relationships


Shift from meeting socially to meeting for business flier

Shift from meeting socially to meeting for business



How to Get Introductions and Ask for Referrals Video

How to Get Introductions and Ask for Referrals


Grow your practice through referrals flier

Grow your practice through referrals



Be ready to ask the right questions and listen

Effective financial professionals know how to communicate with clients by asking the right questions, listening, and focusing their conversations. Here are tips to help you prepare.


Art of Discovery Video

Art of Discovery


Listening Video

Active Listening


Confirmation Bias Video

Confirmation Bias


What to say during times of uncertainty

This guide will help you start the conversation and boost the emotional connection with your clients.


Learn more >>





Additional resources


Create a proactive communication plan

Use this guide to develop a communication plan and let your clients know you’re here for them.


Create your plan >>



Be ready to ask the right questions and listen

Effective financial professionals know how to communicate with clients by asking the right questions, listening, and focusing their conversations. Here are tips to help you prepare.



Art of Discovery Video

Art of Discovery


Listening Video

Active Listening


Confirmation Bias Video

Confirmation Bias




What to say during times of uncertainty



Ask the right questions and listen flier

This guide will help you start the conversation and boost the emotional connection with your clients.   Learn moree >>



Additional resources

Create a proactive communication plan

Actions for uncertain times flier

Use this guide to develop a communication plan and let your clients know you’re here for them.


Create your plan >>



Stay connected!

Stay connected with Lincoln and receive access to additional practice management resources.

©2020 Lincoln National Corporation

LCN-3116675-060820
Order code: LFD-PMGMT-IDE003

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obligations.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obligations.

©2020 Lincoln National Corporation

LCN-3116675-060820
Order code: LFD-PMGMT-IDE003