Wednesday, June 10, 2021
Speaker: Tom Lakatos, VP – Branch Development, Lincoln Investment
Experience Level for Attendees: All
Target Audience: Third-Party Administrators; Recordkeepers; Investment Advisors; Lawyers; Plan Sponsors Advisors looking to develop the use of technology to engage their clients and enhance their service model.
Keywords: Virtual, Online, Financial Planning, Remote, Sales, Service
IRS Program Number: CZTXU-Q-01176-20-O
Description: 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
Registration Deadlines:
On-Demand: 06/10/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Nonore
About the Speaker:
Thomas Lakatos
Vice President, Branch Development
Tom joined Lincoln Investment six and a half years ago and has brought experience both as a financial advisor and as a leader. Tom has worked as an advisor, Branch Manager and Vice President with direct responsibility for leadership of advisors and offices. Prior to Lincoln Investment, Tom worked for many years as a field leader at Ameriprise before launching one of the industry’s first roboadvisors, Nestwise, for LPL. At Lincoln Investment, Tom has led the development of their Investor Services Advisor program. It’s a program designed to recruit, train and develop young advisors while developing a modern client engagement model centered on using technology to deliver advice. In addition to his work with this team, Tom leads recruiting and training for Lincoln. Finally, Tom is responsible for overseeing the continued growth and development of the company agency branches and the advisors at those branches.
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