Level Four Group president and founding partner Jake Tomes said that the
decision to partner with Lincoln Financial Network was fueled largely by a
shared goal of aggressive growth, both in size and in overall quality.
The partnership with Level Four Group is the first of several significant strategic relationships with larger planning groups that are expected to take place in the coming months, said Chris Flint, head of recruiting for Lincoln Financial Network.
Bob Dineen, president and CEO of Lincoln Financial Network, stated: The addition of Level Four Group to Lincoln Financial Network validates our strategic business strategy and compliments our ongoing growth initiative. Level Four is a large and very sophisticated organization, and the marriage of our two companies bodes well for the continued growth of both.
Mr Tomes added: The strength of Lincoln Financial Network is its wealth of power and resources. This relationship enables us to continue building our brand and operate under an independent model dedicated to helping advisors grow their own practices, be it increasing the number of clients they serve, integrating efficiencies to improve their daily operations, or both.
