LPL retention rundown

05/09/2025 14 min
LPL retention rundown

Listen "LPL retention rundown"

Episode Synopsis

Ian and Sam Bojarski have an extended discussion about Sam's scoop on LPL Financial making a concerted push to convert hybrid advisors onto its corporate RIA. In addition to discussing who wins financially through these conversions, Ian and Sam touch on Sam's brush with fame and King of the Hill.