Transcript: Rich Steinmeier LPL CEO on The Future of Financial Advice
The transcript from this week’s, MiB: Rich Steinmeier LPL CEO on The Future of Financial Advice, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ MASTERS IN BUSINESS Rich… Read More The post Transcript: Rich Steinmeier LPL CEO…
Rich Steinmeier, CEO of LPL Financial, appeared on Bloomberg Radio to discuss the future of financial advice. LPL Financial manages $2.6 trillion, employing 32,000 advisors, 10,000 in-house staff, and 30,000 external workers. The conversation covered LPL's AI and technology investments, as well as Steinmeier's background and career path.
Steinmeier holds a BS in economics from Wharton and an MBA from Stanford, and started his career at McKinsey before joining Merrill Lynch in 2006, during the financial crisis. He emphasized the importance of transparency and leadership during difficult times, which informed his approach to advising clients.
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