In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s tech strategy for business owners and independent advisors. While it allows business owners to reach their business goals, it allows advisors to secure their and their client’s financial path.
LPL is a three-category finalist for 2020’s WealthManagement.com industry awards.
In this conversation, you’ll learn:
- The firm’s CFO Solutions as a tool for advisors and business owners designed to cut expenses and maximize profit
- LPL Financial’s technological approach and its benefits for independent practices
- How these tools increase advisor flexibility
- Affiliation Models as independent LPL Financial employee models
- And more!
Tune in to discover how these platforms can effectively help you outsource achieving efficient practice results!
Resources: WealthManagement.com | LPL Financial | Rich Steinmeier
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