Case Study: Lincoln Financial Group achieves stronger leadership hiring and improved stock performance with Topgrading

Lincoln Financial Group - Customer Case Study

Lincoln Financial Group, a century-old insurance company based in Indiana, wanted to transform itself into a diversified financial services leader under CEO Jon Boscia. The company needed stronger leadership talent because its traditional insurance managers did not have the experience and competencies to support the new strategy, so it turned to Topgrading.

Topgrading helped Lincoln Financial Group roll out a disciplined hiring and promotion process from the top down, including manager assessments, coaching, training, Job Scorecards, and Topgrading Interviews for key roles. With Topgrading, the share of high performers hired and promoted rose from 25% to 85% companywide in year four, while the percentage of A players and A potential among senior managers and officers climbed to 94% and 92% respectively; the company also saw stock performance improve from a 5.4% average return to 17.5%.

Lincoln Financial Group

Aaron Patzer

Founder and Owner