What if succession wasn’t an ending—but your next growth move? When Marc Freedman came to LPL looking for a succession solution that didn’t yet exist, he didn’t just find one—he helped build it. As the first advisor to not just utilize but help co-create LPL’s Liquidity & Succession program, Marc turned a personal need into a path others can now follow.
In this episode, Marc shares how selling his practice unlocked more freedom, impact, and opportunity than he expected. You’ll hear how he ensured a seamless transition for his clients, why stepping away from day-to-day operations expanded his influence, and how he redesigned his life to prioritize family, community, and mentorship—without stepping away from growth. A must listen for every advisor, even if you’re not ready to step away. Marc offers practical, hard-earned insights on timing the decision, understanding profitability, and building a succession strategy that benefits you, your clients, and your legacy.
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