LFA – Cincinnati RPO
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What We Offer

Our strength at Lincoln Financial Network – and our advisors’ strength – has always been in our deeply rooted, relationship-based culture and our customized approach to advice. We offer seamlessly integrated tools and support that will help you develop the outcome-oriented solutions you and your clients demand.

If you’re looking for the independence that allows you to run your practice your way, it’s time to partner with a broker-dealer that delivers personalized service, a strong advisor-centric culture and access to dedicated specialists. We offer a broad array of support, including in these areas:

  • Practice management – Targeted practice management support can help you operate and grow even more efficiently and effectively. The good news is you don’t need to be a specialist in all facets of managing your practice. Let our specialists provide the advice and support you need so you can keep your focus where it should be – on your clients.
  • Marketing – Our marketing team can help you implement proven strategies to enhance your success and market your practice with the flexibility and personalization you need. Draw on our deep marketing resources to help you:
  • Advisory services – As a successful independent investment advisor representative, who provides advice for a fee, you have the ability to structure your advisory practice in a way that works best for you and your clients. Lincoln offers a variety of advisory platforms. Under this option, Lincoln is responsible for all regulatory filings, creation of disclosure documents, client agreements, and ensuring that policies and procedures are in compliance with all applicable regulations.
  • Technology – We’ve made it our job to provide you with top applications and resources to help you serve your clients more efficiently and deliver the comprehensive advice they need. In fact, if we can’t find a resource that we like, we develop our own tool, specific to you and your clients. You’ll have the technology you want, with access whenever you need it.
  • Professional development and training – From online training to exclusive seminars that provide opportunities for one-on-one interaction with top advisors, we offer a robust, thorough educational program flexible enough to fit different lifestyles and learning styles. If you value face-to-face interaction with faculty and networking with your peers, we have a full calendar of training and education meetings. We augment that with a year-round schedule of video and web conferences so you can benefit from continuous learning without leaving your office.
  • Local, regional and national support – Our unique organizational structure, along with our abundant intellectual capital, is one of our greatest strengths. We are one firm whose resources are managed nationally, but deployed regionally and locally. Because we provide a deep level of expertise and resources, you – and, ultimately, your clients – will receive consistent, high-quality support and the outstanding thought leadership of our entire firm.

Read more about the benefits of partnering with us.