Insights from Industry Leaders: Marc Cohen on Wealth Management Growth & Marguerita Cheng's Success Journey
| Marc Cohen Executive Vice President, LPL Financial |
| | Mark Bruno talks with LPL’s Marc Cohen about the future of wealth management, mergers and acquisitions, and how effective technology and workflow management will drive a new wave of growth in the advice industry. |
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| Host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng on her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations. |
| | Marguerita Cheng CEO, Blue Ocean Global Wealth |
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