Lincoln’s AdviceNext Technology Ranked High in Advisor Satisfaction by Independent Survey

Wednesday, February 27, 2019 10:12 am EST

Dateline:

PHILADELPHIA, PA.

Public Company Information:

NYSE:
LNC

PHILADELPHIA, PA.-- Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE: LNC), today announced that its AdviceNext technology platform has been recognized in the third annual 2019 Software Survey presented at the T3 Advisor Conference.  The survey solicits input from more than 5,500 members of the financial planning and advisory communities on their satisfaction with tools and technology solutions used in their practices. 

AdviceNext encapsulates LFN’s commitment to delivering the most comprehensive and independent advice in the industry.  It is a multi-year strategic initiative designed to bring the right tools, integrated digital technology, and practice building resources to improve the advisor and client experience at every touchpoint. It incorporates LFN’s unique financial planning capabilities, industry leading specialists to support advisors with case design and client reviews, training, practice management support, and an integrated platform that works the way advisors work. LFN’s AdviceNext platform scored 7.31 (out of 10) in advisor satisfaction, one of the highest ratings in the broker-dealer platform category. 

“AdviceNext combines the best in human-based advice with integrated digital technology to create a more meaningful advisor and client experience,” said David Berkowitz, president of LFN.  “Our vision is unique because we didn’t just focus on tools or technology.  We took a holistic approach to our financial planning culture and process, including the sales and service cycle that today’s elite advisor utilizes, to deliver an industry leading client experience.  The result is improved productivity for advisors, increased engagement for clients, and a better overall advisor-client experience.”

As part of its ongoing AdviceNext initiative, LFN will continue to make significant investments in integrating tools and technology and increasing practice building resources, in the form of people, to help advisors successfully run and scale their practices. AdviceNext will also continue to enable an industry-leading client experience in an increasingly digital and mobile world.  To learn more about LFN’s AdviceNext platform, please visit our website at www.joinLFN.com.

 

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 Corp., both members of FINRA and SIPC. Consisting of approximately 8,900 representatives, 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. Lincoln Financial Group is the marketing name for Lincoln National Corporation (LNC) and its affiliates. Find us on LinkedIn, Facebook, Twitter, and YouTube.

About Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Additionally, Lincoln is dedicated to upholding a diverse and inclusive organization and was recognized by Forbes as one of the Best Large Employers, Best Employers for Diversity, and Best Employers for Women and received a perfect score of 100 percent in 2018 on both the Corporate Equality Index and Disability Equality Index. Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.

Contact:
Lincoln Financial Network (LFN)
Allyson Vento
(484) 583-6684
Allyson.vento@lfg.com