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:
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