Investor Presentaiton slide image

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 6
View entire presentation