Our strength at Lincoln Financial Advisors- and the strength of our advisors- has always been deeply rooted in relationships and a customized service approach. We offer seamlessly integrated tools and support that will help you develop the outcome-oriented solutions you and your clients demand.
Independence that allows you to run your practice your way, with the support of a highly-trained, specialized, and service-focused team.
Take advantage of following resources upon joining Lincoln Financial Advisors California Fringe Benefit Division:
National Planning Department- Local, regional, and national support to help you design cases that fit your client’s needs.
Jon Lee- Director of Planning for California is eager to help new and experienced planners design and implement strategies for their clients.
Practice Management Support- Sourcing, selecting, and training your team so you’re free to do what you do best.
Shasta Hague- Practice Management Specialist for California loves helping advisors find gaps in their practice and coming up with creative solutions to serve better.
Operations Team- Local support to help with business processing, compliance, transitions, and friendly faces to welcome you and your client.
Professional Development and Training Opportunities-
- Utilize online training from Lincoln’s Virtual University system to learn about virtually anything
- Attend conferences put on by Lincoln and other industry professionals
- Take advantage of field leadership to help you grow