Investor Presentaiton
Our vision is to become the leader across the entire advisor-
centered marketplace
PLAY
1
Meeting advisors where
they are in the evolution
of their practices
Deepen our participation across
traditional independent and third-party
bank channels
Redefine our industry with our new,
transformative independent employee
and RIA-only models
PLAY
2
Helping advisors
differentiate and win end-
clients
Create a leading end-to-end platform
for advisors
Develop and enhance end-client
experiences
PLAY
3
Delight advisors and their
clients with industry-leading
experiences
Transform our service model into a
customer care model
Drive performance, efficiency and scale with
a real-time, digital operating model
Develop excellence in continuous
improvement
PLAY
4
Helping advisors run the
most successful businesses
in the industry
Raise quality of execution and likelihood
of success through our Services Group
Deliver comprehensive financial advice
and planning services
Unlock growth, succession and
protection through innovative growth and
capital solutions
A strategy to win in the marketplace
LPL Financial Member FINRA/SIPC
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