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Joe and Mike Brezden take part in Dynamic Financial Planning Think Tank in Orlando, Florida

Joe and Mike Brezden take part in Dynamic Financial Planning Think Tank in Orlando, Florida

March 03, 2020
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Orlando, FL.  Lincoln Financial is leading the charge on meeting the evolving needs of clientele with their initiative on dynamic financial planning.  As part of TRG (The Resource Group), Lincoln’s top group of advisors, Joe and Michael Brezden were asked to lend their experience and expertise to the discussion on the future state of dynamic financial planning.  With a charter to develop a better financial planning process that is fluid, collaborative, and immediate, the Brezdens spent three-days with the team in Florida mapping out this future.  “It is really exciting to be here and be part of these discussions that will impact the entire industry” said Joe Brezden. “With these new tools we are going to be able to create an even better client experience, enhanced communication, and a deeper client-advisor relationship.”

Said Mike Brezden “I feel very privileged to be involved at this level of organizational planning. We are creating what will become the new standard for client-advisor relationships. Mike continued “The process we are developing will allow us to help clients create their vision for the future and then capitalize on our vast resources and the internal support teams at Lincoln Financial to create a true partnership for success.”