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This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth.
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This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth.
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