For David Casey of Delta Community Retirement Investment Services, success results from a team approach based on trust. In LPL, he found a partner with strong research and technology capabilities that allow his team to focus on strengthening client relationships through simplified planning and a personalized approach.

Learn how your value can help build client relationships—and your practice. Download “3 Ways to Show Clients Your Value” https://goo.gl/l3rk1d

LPL Financial and Delta Community Retirement Investment Services are separate entities.