“I have benefited greatly from Ron’s insight on advisor’s practices over our 25year history. If you are ready to move forward, I strongly recommend you to move your practice upward by reading this book.”
— Mark Casady, CEO, LPL Financial
Mark Casady is chairman of the board and chief executive officer of LPL Financial, which he has guided to become a leading financial services organization that serves independent financial advisors, banks, and credit unions and that provides clearing services to broker/dealers at financial services companies. Before joining LPL Financial in 2002, Mr. Casady was managing director of the mutual fund group for Deutsche Asset Management, Americas—formerly Scudder Investments. He joined Scudder in 1994 and held roles as managing director, head of the global mutual fund group, and head of defined contribution services; he was also a member of the Scudder, Stevens, and Clark board of directors and management committee. Prior to Scudder, he held roles at Concord Financial Group as institutional sales manager and at Northern Trust as vice president of investments and head of global custody operations in its London office.