OPM Designed to Help Advisers Grow a Dynamic Practice
28 February 2011

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group (NYSE:LNC) today announced the availability of its expanded Office of Practice Management (OPM).

Lincoln Financial Network’s (LFN) OPM is designed to help independent advisors more efficiently operate and grow their practices through a combination of resources. The OPM focuses on the critical 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 advisors attract and foster top talent in their practices;
  • Advanced Technology to help advisors identify appropriate solutions and proactively engage their clients; and,
  • 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 advisor for Lincoln Financial Network. "We also continually monitor and assess the marketplace to ensure our OPM meets the needs of our advisors and equips them with the right resources to compete in this challenging and competitive environment. The dynamics of the independent financial practice overall also continue to grow more complex. As a result, advisors need to focus on leveraging their specific knowledge and skills to strengthen their client relationships and build and maintain new ones," he said.

"Through the OPM advisers will have access to a range of internal and external resources to help them bring their practices to the next level," Wolnek said. "This will be accomplished through strategic seminars, new technology, learning programs, and research that provide insight into various trends in financial planning, regulations, legislations, and best practices."

"The current environment presents numerous opportunities, and we are dedicated to providing our advisors with the resources necessary to succeed, with their clients, in this ever-changing profession," said Wolnek.

About Lincoln Financial Network

Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,003 representatives, career agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.

About Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $157 billion as of December 31, 2010. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability income insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.


For more information:
Media Contacts:
Jeff VanPelt
Media Relations
603 226-5216
E-mail: MediaRelations@LFG.com