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Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier

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Manage episode 476216847 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Topics covered include:

  • Rich’s path to the CEO role and his early vision for the future of LPL.
  • The evolution of affiliation models - from 1099 to W-2 and beyond.
  • Why independence isn’t just a structure - it’s a mindset.
  • LPL’s take on private equity’s role in the industry and the cautionary tale it presents.
  • How LPL is helping advisors monetize their practices without selling out.
  • The importance of staying small while scaling big - and delivering “unreasonable hospitality.”

If you’re an advisor thinking about your next chapter, your firm’s long-term strategy, or what true partnership looks like, this episode is packed with insight from the top.

Listen now and don’t forget to subscribe on your favorite podcast platform.

Want to connect with Frank? Reach out at:
[email protected]
DM Frank on Instagram: @FrankLaRosa.Elite

  continue reading

254 episodes

Artwork
iconShare
 
Manage episode 476216847 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Topics covered include:

  • Rich’s path to the CEO role and his early vision for the future of LPL.
  • The evolution of affiliation models - from 1099 to W-2 and beyond.
  • Why independence isn’t just a structure - it’s a mindset.
  • LPL’s take on private equity’s role in the industry and the cautionary tale it presents.
  • How LPL is helping advisors monetize their practices without selling out.
  • The importance of staying small while scaling big - and delivering “unreasonable hospitality.”

If you’re an advisor thinking about your next chapter, your firm’s long-term strategy, or what true partnership looks like, this episode is packed with insight from the top.

Listen now and don’t forget to subscribe on your favorite podcast platform.

Want to connect with Frank? Reach out at:
[email protected]
DM Frank on Instagram: @FrankLaRosa.Elite

  continue reading

254 episodes

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