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 & employees.

COVID-19 worries & 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 Steward Partners 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

Marc Cohen is a financial advisor based in Myrtle Beach, South Carolina, with 11 years of professional experience. Cohen is currently employed by LPL Financial LLC. They have spent the entirety of their employment at LPL Financial LLC. Cohen maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Nevada and South Carolina.

LPL Financial LLC is a registered investment company based in Myrtle Beach, South Carolina. The firm has offices in 9,519 locations and a total of 23,035 advisors. It handles $208 billion in total assets between its 892,326 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 client accounts, 28% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services.

Financial management fees vary depending on which service is provided. Fee types charged by LPL Financial LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.