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Partnering Opportunities for Professional Firms & Advisors

Partnering Opportunities for Professional Firms & Advisors

For over 20 years, Thoroughbred Financial has partnered various professional firms, such as community banks, P&C Agencies, and CPA’s, with our advisors to help provide financial service solutions to their clients. Through Lincoln Financial Securities, the advisors of Thoroughbred Financial are able to partner as a Registered Representative with local professional firms.

This partnership allows the registered representative of LFS to strive to meet the financial confidence of the firm's customers, while avoiding the need for a firm employee to become securities licensed. The goal is quite simple - increase client retention by meeting varying needs, increase revenue for the firm and providing the representatives with the opportunity to work with a larger client base, increasing personal production.

Our success with these partnerships comes through developing a marketing plan designed to meet the specific needs of firm clientele, focusing on the differing needs of commercial and personal clients. The plan may include strategies for business continuation, key person insurance, employee benefits, estate & investment strategies, depending on the client. Once implemented and backed by support from Thoroughbred Financial to help ensure the ultimate success of the strategy, benefitting the client, advisor, and professional firm.

Strategic Alliance Partnerships Digital Brochure

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