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The Evolution of Independence: Empowering Advisors as CEOs
Manage episode 449794703 series 3580356
Indhold leveret af Conor Delaney. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Conor Delaney eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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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