Looking to connect potential clients with its Black and Latinx advisers, Lincoln Financial Network announced that its African American Financial Professionals Network is partnering with Changing How Individuals Prosper, or CHIP, an online referral network.
After consumers fill out a questionnaire about their financial needs, goals and status, the CHIP online platform matches them with financial professionals who can help support them.
“Its mission is to ensure the visibility and sustainability of financial professionals of color, specifically Black and Latinx financial professionals, by matching them with consumers in need,” Lincoln said in a release.
Launched in 2021, Lincoln’s network group is an initiative designed to better support the unique needs of African American financial professionals and clients. Its core objectives center on inspiring African Americans to pursue opportunities in financial services to increase the overall number of Black financial professionals in the industry, supporting new and experienced Lincoln African American financial professionals in the growth and development of their practice through strategic partnerships and mentoring, and providing financial wellness education to Black communities to help with financial preparedness
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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