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Content provided by Conor Delaney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Delaney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Evolution of Independence: Empowering Advisors as CEOs

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Manage episode 449794703 series 3580356
Content provided by Conor Delaney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Delaney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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.

  continue reading

9 episodes

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iconShare
 
Manage episode 449794703 series 3580356
Content provided by Conor Delaney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Delaney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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.

  continue reading

9 episodes

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