SOURCE: Wealth2k

November 13, 2007 10:06 ET

David Macchia Shares One-of-a-Kind Interview With LPL Financial Chairman & CEO Mark Casady

CANTON, MA--(Marketwire - November 13, 2007) - Strategic marketing thought leader, David Macchia, today published at his online magazine ( a one-of-a-kind interview with Mark Casady, CEO of LPL Financial, America's No. 1 independent broker-dealer.

In this far reaching interview with Casady, who is one of the financial services industry's most respected executive leaders, Macchia, CEO of Wealth2k, Inc., opens discussions about a variety of compelling and timely issues, including significant challenges and growth opportunities facing the industry.

Thought-provoking questions include:

--  How has LPL changed or adapted its business in light of the intensity
    and severity of the current compliance and regulatory environment?
--  What are the components of being a great leader?
--  What are the disadvantages of being the nation's #1 independent
    brokerage firm for 12 consecutive years?
--  How did LPL anticipate the critical role technology would play in its
    business as a key, differentiating factor?
--  Can small and medium sized broker-dealers survive in today's
    challenging marketplace?
--  How does LPL work to stay relevant and innovative year after year?
--  What role will LPL play in the $30 trillion baby boomer retirement
    income business?
--  What impact will communications and communications technologies have
    going forward?
--  Using a magic wand, what changes would Casady make to improve the

"Readers visiting my magazine to check out this interview will be amazed by the candor, the passion and the insight Mark Casady exudes," says Macchia. "It was a great pleasure to spend time with Mark to probe these issues as well as his ideas about the importance of technological innovation."

Earlier this year, Macchia introduced a unique series of interviews with Industry Leaders & Innovators at his online magazine. A few of the noted industry leaders who have participated include: Bob Kerzner, President and CEO of LIMRA International; Phil Eckman, President & CEO of Transamerica Retirement Management; Harry Stout, President of ING's US Retail Annuity Group; Dallas Salisbury, President & CEO of the Employee Benefit Research Institute; Heather Dzielak, Senior Vice President of Lincoln Financial's Retirement Income Security Ventures Group, as well as Francois Gadenne, Founder and Chairman of the Retirement Income Industry Association.

"My goal for creating this magazine was to offer a forum for deep explorations of key retirement income issues as well as controversies facing the financial services industry and financial advisor intermediaries," explains Macchia. "Nowhere else -- either on the web or in printed publications -- will readers find these kinds of honest, candid and informed opinions about the financial services industry explored to such a comprehensive level."

About David Macchia

Hailed as a "marketing guru" by Research Magazine, Wealth2k® CEO David Macchia is one of the financial services industry's top strategic marketing consultants. He is widely recognized for developing innovative programs that have ignited billions of dollars in sales growth for leading financial services companies. David is a founding member and Chair of the Communications Committee of the Retirement Income Industry Association. He has joined with other industry leaders to craft the future of retirement security in the U.S.

About Wealth2k

Wealth2k, Inc. provides customized income distribution solutions, rich multimedia educational presentations and web-based communications technology designed to enhance compliance and productivity in financial services. For more information about Wealth2k, Inc. visit

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