At Lincoln Financial Advisors/Sagemark Consulting, you build a business of your own, but you are never on your own. We offer our planners a regional and national network of support.
National Planning Center
Our unique organizational structure, backed by our abundant intellectual capital, is one of the greatest strengths of Lincoln Financial Network. We have deep resources that are managed nationally, but can be deployed regionally and locally to assist all advisors within the firm. Because of the level of expertise and the strength of our resources, all of our advisors receive consistent, high quality functional support that enables them – and their clients – to receive the very best thinking the network has to offer.
LFA-Sagemark Virtual University
The Lincoln Financial Network leverages the finest intellectual capital across our firm to bring maximum education and growth at minimum cost and time away from clients. Our Virtual University offers all of our educational resources in one interactive web site. Some key features:
Functions as the source for on-demand training and planning resources. You can learn at your own pace - from home or on the road - through an easy-to-use, web-based interface with logical navigation.
Allows you to search for content/people to get training and resources on specific topics.
Enables you to participate in a national curriculum or create an individual curriculum designed specifically for you.
In addition to the Virtual University, you have access to a variety of local and regional training meetings, some targeted to inexperienced advisors and others to experienced advisors. In all situations, you will benefit from valuable best practice and idea sharing through interaction with top advisors and staff throughout the country.
Office of Practice Management
The challenges of practice management are significant, and each individual practice is unique in the tools and resources needed to operate and grow effectively. The Office of Practice Management (OPM) was created to connect you with the people and tools available throughout the Lincoln Financial Network and beyond, which you may choose to integrate into your practice to operate and grow more effectively.
The goals of the Office of Practice Management are to:
Increase the capacity of your practice by keeping you in front of clients and a talented support team minding the store
Create a consistently positive client experience
Create a predictable and professional environment within your practice
We encourage you and your staff to take advantage of the practice management systems available, to share best practices that you’ve developed and to connect with The Office of Practice Management whenever you need help developing and leveraging practice resources in areas such as:
Strategic business planning
Training & education