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Lincoln Logs

Becoming Peerless

By Terry Newman, Regional Director
Lincoln Financial Advisors

Becoming peerless isn’t easy. If you have heard me speak, you will undoubtedly know that I have long contended the financial services industry has unwittingly conspired against advisors becoming peerless due to how we are baptized into the business. It’s not anyone’s fault. We are simply creatures of habit because, at our core, we are survivalists. Let me prove this to you before we delve into the process of becoming peerless. It’s important that we begin with a cognitive clean slate.

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The Promise of a Peerless Practice

By Terry Newman, Regional Director
Lincoln Financial Advisors

I had just hung up the phone with a longtime financial planner friend of mine who had spent over a decade at his firm. During the course of our conversation, he lamented that the time had come for him to leave his current employer. Management turnover, ever-increasing amounts of paperwork, and an erosion of supportive corporate culture were all defining obstacles to a harmonious future for him.

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