Lincoln Expands Practice Management Support

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group, has expanded its Office of Practice Management (OPM) services.  

The program is designed to help independent advisers more efficiently operate and grow their practices through a combination of resources. Lincoln’s OPM focuses on the following components of a successful practice, including:   

  • Strategic Business Planning to help set in place a realistic roadmap to achieve success
  • Marketing Support to provide meaningful solutions to generate recognition in a challenging and competitive marketplace
  • Compliance Consulting to ensure critical insight into requirements and implications of a day-to-day operation
  • Staffing Support to help advisers attract and foster top talent in their practices
  • Advanced Technology to help advisers identify appropriate solutions and proactively engage their clients   
  • Continued Training and Education, vital to maintain and grow a dynamic practice

“Lincoln Financial Network is widely recognized for its planning support capabilities,” said Seth Wolnek, national strategic adviser for Lincoln Financial Network. “We also continually monitor and assess the marketplace to ensure our OPM meets the needs of our advisers and equips them with the right resources to compete in this challenging and competitive environment.”