Advisor Spotlight Series
- Video Collection
- All Videos
In Their Own Words – Steve Lank
Corporate Videos February 28, 2023
The “In Their Own Words” video series consists of insights from our leadership team. In this video, President Steve Lank discusses the importance of providing a “wow” experience for our advisors and institutions, our partnership and collaboration with LPL for future success, and his leadership vision for growth in a sustainable way over the next 5 years.
In Their Own Words – Mark Stieve
Corporate Videos February 28, 2023
The "In Their Own Words" video series consists of insights from our leadership team. In this video, Mark Stieve, Managing Director of Business Development and Consulting discusses the main objectives of business consulting and business development and how we bring value and help our advisors and institutions with growth of revenue, new assets, and profitability.
In Their Own Words – Chris Thompson
Corporate Videos February 28, 2023
The "In Their Own Words" video series consists of insights from our leadership team. In this video, Chris Thompson, Director of Business Consulting, talks about the main objectives of Business Consulting, how to build long-term relationships with our advisors and partners, and how success in Business Consulting is measured. He also touches what gives him the most satisfaction and fulfillment from his role and his leadership vision over the next 5-10 years.