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#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy episode artwork

EPISODE · May 21, 2025 · 58 MIN

#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy

from The Bull of Wall Street · host The Bull of Wall Street

Listen to Jimmy interview Marc about what every independent financial advisor wants to know- what is LPL Financial’s vision and plan for the future of independent advice.  They discuss the Commonwealth acquisition, different affiliation opportunities with LPL, private equity, what the industry could look like in 10 years, and how advisors needto position themselves for the unprecedented transition of founder advisors to the next generation.

What this episode covers

Listen to Jimmy interview Marc about what every independent financial advisor wants to know- what is LPL Financial’s vision and plan for the future of independent advice.  They discuss the Commonwealth acquisition, different affiliation opportunities with LPL, private equity, what the industry could look like in 10 years, and how advisors needto position themselves for the unprecedented transition of founder advisors to the next generation.

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#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy

0:00 58:42

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Frequently Asked Questions

How long is this episode of The Bull of Wall Street?

This episode is 58 minutes long.

When was this The Bull of Wall Street episode published?

This episode was published on May 21, 2025.

What is this episode about?

Listen to Jimmy interview Marc about what every independent financial advisor wants to know- what is LPL Financial’s vision and plan for the future of independent advice.  They discuss the Commonwealth acquisition, different affiliation...

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