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Financial Advisors in Lincoln - Lincoln Financial Advisors Vs SagePoint Financial Advisors

By Anne Carpenter 5 June, 2023 2 mins read

There are many choices when searching for Lincoln financial advisors. Sagemark Consulting is one of these companies. These companies are all reputable, though their clientele might differ. In this article, we will briefly discuss some of the differences between these companies.

Sagemark Consulting

Financial advisors in Lincoln, Nebraska are available to help you achieve your financial goals. Sagemark Consulting is a financial advisory firm with years of experience in helping clients manage money. The firm offers many investment advisory services. It also offers brokerage accounts. This type of account suits those who are more hands-on in regards to investing.

The company was founded 1968 and became an registered investment adviser in 1992. It is part Lincoln National Corporation which trades on New York Stock Exchange as LNC. Investment advisors at the firm are referred to as investment advisor representatives, but they may also use the name Sagemark Consulting. They work with both high and low-net-worth individuals, as well as corporations and charitable organizations.

The firm has registered financial advisers in Lincoln, including Joseph Hurlimann. They also offer insurance services. Some of their advisors are licensed in California, Hawaii, and Alaska.

Lincoln Financial Advisors

Lincoln Financial Advisors serves clients throughout the country as a registered advisor in investment. The firm is registered in the District of Columbia, 50 states and Puerto Rico. According to the Financial Industry Regulatory Authority (FIRA), Lincoln Financial Advisors failed in its duty to protect customers' information by failing to encrypt client account systems. It also failed proper procedures to monitor who had access the common login credentials. For its violations, the firm was subject to a $150,000 fine. It paid the $150,000 fine on February 23, 2011.

Lincoln Financial Advisors Corporation accepts commissions when they sell investment products. This is problematic because it allows the firm to be more concerned about their own financial interests than those of their clients. It is also important that you find out if the firm earns performance-based or commissions for selling investment products.

SagePoint Financial

SagePoint Financial Advisors Lincoln is an investment broker-dealer that provides services and products for clients. Nearly all of its financial advisors work as independent contractors. They don't advertise to consumers or investors and do not use the company’s name. Their website is restricted to investment advisors only. Retail investors are not allowed to log in.

SagePoint Financial's brand name does not reflect their financial products or services, but they are in direct competition with other companies. Their marketing materials are similar, but the name is different. The logos of both companies are red, but the layouts vary slightly. The logos of both companies are not identical, but they do have some differences. These logos convey trust, wisdom counsel and strong relationships.

SagePoint Financial Advisors' name has been changed due to confusion from a previous name. Sagemark Consulting was the previous name for the old company. The website of the same company is now called SagePoint Financial Advisors Lincoln. As a result, the former "AIG" name has lost its marketing cachet.

FAQ

Can you run a business consulting from your home?

Absolutely! This is something that many consultants do already.

The majority of freelancers work remotely with tools like Skype. So they don't miss company perks, freelancers often make their own office space.

Freelancers might prefer to work in libraries or cafés, rather than traditional offices.

Some choose to work remotely because they are surrounded by their family.

Of course, working from home has its pros and cons. However, if you love what you do, it is worth considering.

How can I find clients for my consulting business?

Find an area that you are passionate about. You can choose to be passionate about anything, from public relations and social media. If not, you may have to start small by finding a niche market such as web design. Once you have identified the niche, be sure to fully understand its characteristics. What problems does the solution solve? Why should people use them? How can you help them?

You can also approach businesses directly.

You can also offer your services at events such as networking nights and conferences, if all else fails. You'll get to know many potential clients without spending money advertising.

How can I start an LLC consulting company?

You must first figure out what you want to do as a service provider. The next step is to ensure that you're qualified for the services you offer. It may be a good idea to seek out someone who offers the services you need and observe their work.

Once you've identified the product or service you wish to offer, it is time to determine your target market. You may have to create more if there aren’t enough.

Next, you will need to decide if you want to start your own business or hire others.

A license from the state could be required to start your own consulting business. However, this can take some time and require legal fees.

How can I become an expert consultant?

The first step is to find an area you are passionate about. Building relationships is the next step. It is important to understand the needs of clients and their business. Finally, you have to deliver results for your clients.

While you don't need to be the best at all things, it is important to be better than others. You also need to have a passion for what you do. It doesn't suffice just to say "I'm going be a Consultant." It is important to believe in yourself and the work you do.

What skills are necessary for consulting?

Consultants should be able to communicate effectively and have excellent analytical skills. This is essential because you will be working on projects that you don't know the details of. This is a must because you need to learn how quickly you can manage people.

You also need to have excellent communication skills. Most clients expect an answer within 24 hours. If they don't hear back from you, they assume you aren't interested. It is crucial that you keep them up to date and make sure they know what's happening.

Statistics

My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (consultingsuccess.com)
According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.com)
WHY choose me: Why your ideal client should choose you (ex: 10 years of experience and 6-week program has helped over 20 clients boost their sales by an average of 33% in 6 months). (consultingsuccess.com)
Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.com)
On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)