Leadership transition Recent executive moves including Ed Forst stepping to executive chairman and Kathy Leckey appointed CEO present an opportunity to engage on strategic roadmap, governance, and long-term planning services to support leadership initiatives and investor communications.

Growth footprint With over 1,000 financial advisors nationwide and more than 355,000 clients managing upwards of $46 billion in assets, there is a significant potential to offer scalable technology, compliance, and practice management solutions to support recruiting, onboarding, and advisor productivity.

Operations upgrade New leadership and expanding team roles (COO appointment and broker-dealer/RIA hires) signal a readiness to modernize workflows; propose integrated tech enablement, data analytics, and process optimization offerings to enhance efficiency and client experience.

Technology stack The firm uses iCIMS, Ansible, MS SQL Server, Azure DevOps, Azure, Teams, VMware and Zoom, indicating openness to enterprise-grade integrations, security enhancements, cloud migrations, and collaboration tooling—areas where you can propose targeted IT modernization and security solutions.

Market positioning As a long-standing full-service broker-dealer and RIA with substantial revenue scale, Lincoln Investment is positioned against large rivals; sales opportunities exist in delivering differentiated advisory platforms, compliance tooling, and client-facing digital experiences to sustain competitive advantage.