Wealthscape w/ Becky Rosas

Wealthscape w/ Becky Rosas

In this episode of Advisors Chatting About Technology, Becky Rosas from the home office of LaSalle St. Securities joins Danny Mayer to discuss the Wealthscape platform. In our conversation, we touch on some reasons behind incorporating certain Wealthscape tools into all of our advisors' workflows, updates coming to the Wealthscape platform, and some of the hidden or less-frequently used tools that we try to teach all of our advisors about. Advisors Chatting About Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Advisors Chatting About Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St.

Cybersecurity for Financial Advisors

In this episode of Advisors Chatting About Technology, Danny Mayer discusses the importance of Cyber Security as a Financial Advisor and the impact that a data breech can have on an advisor's book of business. Danny also discusses how to be aware of phishing attempts, the different kinds of phishing used by scammers, and how an advisor can best protect themselves from these scams. Advisors Chatting About Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Advisors Chatting About Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St.

Creating Video Content for Advisors

In this episode of Advisors Chatting About Technology, Danny Mayer flys solo while discussing how advisors can begin creating video content as a means to market their business or serve their existing clients. Danny talks about the three distinct steps of creating videos, including recording and producing your video, editing your video, and getting your video online for distribution. Along the way, Danny talks about various pieces of hardware and software that advisors may use when creating their video content. Links to Hardware and Software mentioned during the episode - Video Editors: * iMovie [https://www.apple.com/imovie/] * DaVinci Resolve [https://www.blackmagicdesign.com/products/davinciresolve] * Adobe Premiere Pro [https://www.adobe.com/products/premiere/campaign/pricing.html?sdid=KKQOM&mv=search&ef_id=CjwKCAjw2rmWBhB4EiwAiJ0mtSo1mRxMHkA27Ik9CnMX0z4r41RjLqqEKnTnW9pHVNVYNBnY_DNEIBoCp_EQAvD_BwE:G:s&s_kwcid=AL!3085!3!383822106390!e!!g!!adobe%20premiere%20pro!1712852043!83993219728&gclid=CjwKCAjw2rmWBhB4EiwAiJ0mtSo1mRxMHkA27Ik9CnMX0z4r41RjLqqEKnTnW9pHVNVYNBnY_DNEIBoCp_EQAvD_BwE] * Final Cut Pro [https://www.apple.com/final-cut-pro/] * InVideo [https://invideo.io/] Video Recording Tools: * Blue Yeti [https://www.bluemic.com/en-us/products/yeti/?&utm_source=google&utm_medium=cpc&utm_campaign=Blue%20Mic%20-%20NA%20-%20DTX%20-%20Always%20On%20-%20Search%20-%20All%20Keywords%20-%20US%20-%20ROAS&gclid=CjwKCAjw2rmWBhB4EiwAiJ0mtRqaFvC_I0EPqbZT4xM-WsG8Ubqr2aOdGInu92lv0FdHHfXcHT5cLxoCqzcQAvD_BwE] * Shure SM7B [https://www.shure.com/en-GB/products/microphones/sm7b] * EpocCam [https://www.elgato.com/en/epoccam] * Droid Cam App [https://play.google.com/store/apps/details?id=com.dev47apps.droidcam&hl=en_US&gl=US] Graphic Design Software: * Canva [https://www.canva.com] * Adobe PhotoShop [https://www.adobe.com/products/photoshop.html] * Adobe Illustrator [https://www.adobe.com/products/illustrator.html] Graphic Resources: * Pixabay [https://pixabay.com/] * Unsplash [https://unsplash.com/] Advisors Chatting About Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Advisors Chatting About Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St.

Getting Social with Dave Zoller

In this episode of Advisors Chatting About Technology, Dave Zoller of Streamline Financial [https://streamlineplanning.com/] and Streamline My Practice [https://www.streamlinemypractice.com/] joins Danny Mayer to talk about using social media as an investment advisor. Dave and Danny discuss Dave's approach to social media, the advantages of content marketing on platforms like LinkedIn, and tools that can automate sharing your content on multiple social platforms. For additional information on Dave's social media strategies, please refer to his talk that he presented at the 2022 LaSalle St. Growth Summit: Finding Growth Through Social Networking [https://youtu.be/c7nI3FtY66A]. Advisors Chatting About Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Advisors Chatting About Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St. Securities.

DocuSign with the LaSalle St. Indianapolis Branch

On this episode of Advisors Chatting About Technology, the LaSalle St. Indianapolis Branch joins Danny Mayer to discuss how they use DocuSign [https://www.docusign.net/] in their office, how they work with their technology-averse clients, and how the introduction of DocuSign led them to be more efficient when working in their paperless office. Danny Mayer also discusses the recent name change for the podcast. Advisors Chatting About Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Advisors Chatting About Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St. Securities.