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The Evolution of Independence: Empowering Advisors as CEOs
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In episode 5 of Thinking Independently, Conor Delaney of Good Life Companies interviews Marc Cohen, Executive Vice President of Corporate Strategy & Initiatives at LPL, discussing the evolution of independent wealth management and shifts in consumer mindsets. They delve into LPL's strategic investments to support independent financial advisors, highlighting the importance of personalized advisor support, navigating a competitive industry landscape, and addressing the growing need for new talent as the industry matures. Mark shares how LPL is positioning itself as a leader among financial advisor support platforms and offers valuable advice for both new advisors and those approaching retirement.
Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
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