LPL Financial Holdings Inc Investor and Analyst Day 2022 Transcript

Nov 16, 2022 / 02:00PM GMT

Matthew Jon Audette

Matthew Jon Audette - LPL Financial Holdings Inc. - CFO

There we go. That makes me feel good. All right. So welcome. Welcome to LPL Investor/Analyst Day. It has been 3 years since we've all been together, and I appreciate you all that are here in the room joining us.

I think we overestimated, in the Zoom COVID environment, how many would actually show up in the room versus do WebEx. So I apologize for the cramped quarters in the room. If you know me well, we were not going to spend $0.01 more than necessary for the space. So I think I misjudged that a little bit. But we're excited to have you here.

And I'll just start off with, if you see up on the screen, just take you through the plan and the agenda for today. So we're going to start off with our President and CEO, Dan Arnold, who's going to take you through our strategy overall.

He's going to be followed by Rich Steinmeier, our Head of Business Development, amongst other things, who is going to take you through really how we execute that strategy, and specifically, our affiliation models in

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