A Conversation with Marc Cohen, Senior Vice President of LPL Financial

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In this episode we explore some of the hottest topics in wealth management with Marc Cohen, Senior Vice President at LPL Financial.

Marc shares his unique perspective and experience on:

  • Coronavirus Update:
    • How has COVID-19 changed businesses?
    • How should you plan and handle situations like COVID-19?
      • What steps can you take today to prepare and help your clients and employees.
      • COVID-19 worries and concerns.
  • Pandemic planning: 
    • How should you adapt on the go and respond to a crisis like COVID-19
    • How has technology shaped the way we view remote work and what does the future look like?
  • Innovations in the business 
    • What is LPL doing differently in terms of innovation?
  • And much more.

It’s an episode that covers a great deal of ground solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

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BIO

Having built and run a successful small business, Marc deeply understands both the exultation and arduousness of being an entrepreneur. It’s with that lens that he approaches his work at LPL where he has responsibility for developing strategies that leverage and bolster LPL’s existing capabilities and capital availability to expand the flexibility of the traditional model of independence.

Marc believes deeply in the value of advisor provided advice. It’s this central tenant that propelled him to take the leap from small business entrepreneur to LPL where he found inspiration in a shared vision of creating a better way for independent-minded financial advisors, who seek an ability to serve their clients in a conflict-free environment, to practice their craft. Including changing the dynamics of business ownership so advisors engage in more of whatever they love, and less of whatever they don’t. 

With over a decade’s experience at MarketCounsel, Marc built his career in the RIA space where he helped the country’s preeminent entrepreneurial investment advisers build, manage, and expand their businesses. From serving as an architect behind many of the highest-profile breakaway deals in the industry, to supporting their journey as business owners through strategy development, evolving operational and compliance requirements, succession planning, and exit strategies, Marc has helped countless successful advisors become successful entrepreneurs. With that experience, Marc also brings with him both intimate knowledge of, and strong relationships with, key support partners including each of the other RIA custodians, broker-dealers, and leading service providers, to name a few.

In joining LPL, Marc and his family made the decision to move from a New York suburb to San Diego. And his energy for transforming the wealth management industry to meet advisors where they are on their journey, may only be surpassed by his passion for finding the perfect taco.

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