Former LPL CEO Mark Casady Shares Lessons From the C-Suite

10/23/17 • 57 min

Mark Casady had a front row seat on the massive changes hitting our industry over the past 15 years of his tenure at LPL. Now that he's "retired," we discuss his career and the lessons he learned.

During his 30-plus years in financial services, Mark likes to think his job was to be a classic "change agent." As chairman of the board and CEO for LPL Financial, Mark led the company through its IPO and grew it into the fifth largest brokerage firm in the United States. Today, you might say Mark is "retired," but he prefers to think he's in the middle of "Life 2.0," which includes working as General Partner and Advisory Board Chairman for Vestigo Ventures, a fintech-focused venture capital firm.

Mark Casady had a front row seat on the massive changes hitting our industry over the past 15 years of his tenure at LPL. Now that he's "retired," we discuss his career and the lessons he learned.

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Advising Clients on How Their Money Integrates With Their Life with Kurt Rossi

"Compassionate" isn't necessarily the first word that springs to mind when you think about the traditional financial planning model. But that's just another way that the old model is outdated.

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