08/16/2025
I attended the LPL Focus conference this past week. It was wonderful as always. At the final night concert, I looked over and happened to be standing right next to Rich Steinmeier, the CEO of LPL Financial .
LPL has around 29,000 advisors and 9,000 employees, and in pure happenstance, I was standing next to him and was able to have a lengthy conversation with him. No CEO “corporate speak”. Just two guys hanging out and enjoying a concert. I felt like I was talking to an old friend, even though we had just met.
I mentioned that my wife is a teacher and doesn’t attend LPL Focus when it is in San Diego because it occurs right when school starts for her. He gave me his email address and said to email him with ideas for speakers and musical acts that might help me get my wife to attend next year with me.
What a great experience, and what a great partner LPL is for me and my clients. And what a great leader Rich is for LPL!