Market Access The site is a valuable resource to help you grow your business with information on ideas for approaches, the competitive services group, e-business, prospecting, the Lincoln Financial Toolkit and more. Financial Planning We are recognized for our unique, proprietary ﬁnancial planning process. The Cycle of Operations is the step-by-step process for developing your fee-based business and delivering comprehensive ﬁnancial plans to your clients. The information will help guide you through the process utilizing the application of the “serve ﬁrst” philosophy. Practice Management Practice Management helps you build your business in order to move to the next level, including business planning, staﬃng concerns and operational eﬃciency. Communications We frequently provide information on new products, processes and procedures to you. The site provides a centralized hub to help you stay abreast of industry changes, system enhancements and more. Compliance In our heavily regulated, evolving industry, it’s important to have a Broker-Dealer that helps manage Compliance requirements and works proactively to help you. Technology Everyday you will utilize multiple tools to help you obtain market news and statistics, monitor account activity and initiate transactions. Connect to these tools from our website and obtain reference and training materials as needed. Learn about tools available to your clients as well. NetX360 TM NetX360 provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, for advisors who clear their trades through Pershing ® LLC, member NYSE and SIPC, a subsidiary of The Bank of New York Mellon Corporation. Our advisors can view client account holdings, history, balances and order status as well as place trade orders. They gave the availability of real-time or streaming quotes, news and online investment research, all in a password-protected environment. NetExchange Client ® NetExchange Client offers your clients online access to their brokerage accounts where they can view account holdings, history, balances, delayed quotes and market information. In addition, they can select electronic delivery of their account statements and trade conﬁrmations, viewing these items online while suppressing paper `iÛiÀÞ°Ê/ iÊÃÞÃÌiÊÕÌâiÃÊÃ«iVwVÊ1ÃiÀÊ�c;ÃÊ and password protection for security.