Tech-Driven Approach to Advice

National Tax-Deferred Savings Association [NTSA]

The pandemic has forced many advisors to implement technology quickly into their practice, whether they were ready or not.  In addition, it has also validated that technology is a viable method to deliver financial advice and drive and maintain quality relationships. 

Join Tom Lakatos, VP - Branch Development as he discusses how to integrate technology in a way that doesn’t sacrifice effectiveness for efficiency.  Tom has built a team of NextGen advisors focused on developing an advisory relationship via virtual engagement.  Tom has 11 advisors at Lincoln Investment working with over 24,000 clients and 700m+ in AUM.  The model is entirely virtual and built around financial planning and Tom will walk you through the way his team operates and share ideas and best practices as you consider your approach.

Learning Objectives:

• Best practices to help you integrate technology more effectively in the current environment.
• Provide a 6 year old framework that’s proven to engage clients

Speaker: Tom Lakatos, VP, Branch Development, Lincoln Financial

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