Broker Check
Traveling to Improve

Traveling to Improve

| May 03, 2018

We hope this finds you well and welcoming the long-awaited warm weather. I recently returned from a voluntary annual meeting that I choose to attend in order to collaborate and learn from the best our industry has to offer. I am pleased to have been invited over the last 10 years to attend The Resource Group Meeting.

The Resource Group (TRG) is an invitation-only nationwide network of the top 200 financial planners within Lincoln Financial Advisors (LFA). Together, TRG and LFA share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.

Attendance at this meeting, in today’s ever changing financial services regulatory environment is a thorough reminder as to how dedicated our team here at WealthPlan Partners is to ensuring your comprehensive financial planning needs are being met at the highest level possible. It is a choice we make as independent business owners to structure our practices in such a way to be able to provide high levels of service, first, last and always.

We have chosen to do this to improve our intellectual capital. Exposing ourselves to these resources, on your behalf, we can provide you better service and support. This group and our alliance with LFA, provides expertise, access and efficiency – bringing together best-in-class specialists, focused across different disciplines and with significant relationships in their respective markets – to help our clients toward meeting their financial objectives.”

As you watch WealthPlan Partners evolve in the coming months and years, know that we are striving to be the best for you, your family and the generations of loved ones to come.