“Slack has allowed this 50-year-old firm to maintain its independence and put the company on a path of growth from 800 advisors to over 1,100 advisors in a period of five years,” says Guru Rao, Lincoln Investment’s vice president of technology. The faster they get answers to their questions, the faster they can help customers-all of which helps Lincoln Investment scale. After all, with so many advisors using the firm’s financial systems and technologies to support customers every day, it’s important to remember that advisors are clients too.
To maintain a high level of customer service, one of the firm’s biggest goals is to grow the company while keeping its advisor-to-employee ratios low.
And behind those advisors is a nimble team of just 450 home office staff supporting advisors with everything from troubleshooting technology issues to providing guidance on client accounts. Managing those assets and accounts are over 1,100 financial advisors spread out across the country. Lincoln Investment, a majority family-owned financial advisory and investment firm, serves more than 364,000 clients representing over $36 billion in assets.
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