LFA – Columbus RPO Contact Us Home About Us Planning For Clients For Advisors Contact Us Women Advisors We proudly support The WISE Group® – Women Inspiring, Supporting and Educating female colleagues, clients and future advisors in the pursuit of knowledge and services within the financial planning industry. The WISE Group’s mission The mission of The WISE Group is to assist women financial advisors in the growth and recognition of their practice. This includes support and assistance to advance the technical skills of women advisors, recruiting and developing new women advisors, and providing insight into the female investor to increase financial planning opportunities for all advisors, regardless of gender. The WISE Group also promotes sharing ideas as well as collaboration with financial planning, wealth and risk management to drive: Increased client retention Dedicated focus on attracting and keeping women as clients and advisors Practice expansion and networking Efficiencies in practice management Technical expertise The WISE Group benefits Intellectual capital exchange – This group provides guidance, support and resources to help members succeed. Formal mentoring programs – There are certain challenges that primarily affect women advisors. Mentoring and professional coaching can help members overcome these barriers. National, regional and local networking events – Women Advisor support in person or virtually through phone, video and Web conferences helps foster interaction and community among women financial advisors. Our annual meeting features well-known industry speakers and practice management training. Sharing of best practices – Our women advisors have cited client acquisition, business processing and succession planning as significant challenges. Members can learn what works and doesn’t work for other members and apply appropriate strategies to their practice. Opportunities to join committees – Members can volunteer for groups that focus on education, website and technology, public relations and marketing, recruiting and retention, membership/mentorship, and our annual meeting. Let The WISE Group help you grow your practice and achieve greater results. For more information, please contact WISE@lfg.com. Read more about The WISE Group. Interesting Links Retirement Planning:­ What You'll Need It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here. The Future of Your Business: Succession Planning Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here. The Cost of College The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here. What We Offer Read More What We Offer BrokerLinc Read More BrokerLinc Women Advisors Read More Women Advisors Opportunities Read More Opportunities Disclosure We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Portions © 2014-2015 Liberty Publishing, Inc. Portions © 1996-2021 SiteQuest Technologies. All rights reserved. “It takes as much energy to wish as it does to plan.” - Eleanor Roosevelt CRN: 3096169-052120