Investor Presentaiton
Planning &
Advice Services
Business Services
Professional Services
Business Optimizers
3
Vertical integration
...and has grown to -4,900 subscriptions, with broad adoption
across our diverse services
•
.
Digital and employee-powered solutions that help advisors expand the breadth and depth of
their advice
Helps advisors increase marketplace differentiation while limiting additional complexity and risk
Plans can average -$1,000 per month
•
Current Portfolio: Paraplanning
In Development: Tax Planning and High Net Worth Services
Services Group Subscriptions
Planning & Advice Services*
Business Optimizers
Professional Services
Digital solutions that provide risk mitigation and business continuity services to support practice
operations and succession planning
4,944
4,479
236
193
•
Lower revenue and lower cost since they deliver digital capabilities
•
Subscriptions average $100+ per month
3,022
2,955
2,802
Current Portfolio: M&A Solutions, Digital Office, Resilience Plan and Assurance Plan
1,787
In Development: Client Engage
1,410
659
657
•
Digital and employee-powered solutions that provide practice management expertise to
increase practice-level growth and operational efficiency
1,753
1,484
126
103
1,235
753
556
•
•
Higher revenue and higher cost due to full support from an LPL team
Subscriptions average $1,500+ per month
2018
2019
2020
2021
2022
Q1'23
Current Portfolio: CFO Solutions, Marketing Solutions, Admin Solutions, and Advisor Institute
Recently Launched: Bookkeeping and Partial Book Sales
Services Group Advisor Count
126
485
1,167
2,266
3,039
3,324
† Subscriptions are the number of advisors using the service
LPL Financial Member FINRA/SIPC
16View entire presentation