Evaluating your next broker-dealer's wealth management offering

Your broker-dealer should equip you with the tools needed to deliver value more effectively to your clients. Financial professionals pondering a broker-dealer change should ensure the new firm can support their client's wealth management needs. Here are four key questions to ask when evaluating a firm’s wealth management offering.

1. Does the investment philosophy and approach align with yours?

2. Do they offer a carefully curated investment selection?

3. How do they support financial professionals and their clients?

4. What resources are in place to help you expand your wealth management capabilities?

Download now to learn more about ideas from the Lincoln Financial Network on your next broker-dealer’s wealth management offering.

With multiple affiliation options, access to an expansive open-architecture platform, resources for growth, strength, and an exceptional culture, you can have a bigger effect on your business and your clients. If you’re ready to make the leap, find out more about Lincoln Financial Network. That’s The Network Effect®.

Download your exclusive guide

First Name *

Last Name *

Personal Email Address *

Firm Name *

Personal Phone *

What is your annual gross/dealer concessions range? *

What are you interested in learning more about when partnering with a wealth management firm? *

By checking this box, you provide us consent to email you information on our products and services in accordance to our Privacy Policy. You may unsubscribe at any time.

Please agree to the conditions

Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation, broker-dealers (members FINRA and SIPC) and registered investment advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Insurance offered through Lincoln affiliates and other fine companies. For financial professional use only. Not for use with the public.

CRN-5904637-082423