Advisors Chatting About Technology (ACAT) is a new podcast focused on discussing the everyday workflows and technologies that registered representatives and investment advisors utilize in the field. Hosted by Platform & Technology expert Danny Mayer and presented by LaSalle St.
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.
25 Aug 2022
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.
14 Jul 2022
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.
15 Jun 2022
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.
11 May 2022
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.
13 Apr 2022
Redtail CRM with Jeff Talarico
On this episode of Brokers Learning Technology, Jeff Talarico of Talarico & Associates (https://www.talaricowm.com/) joins Danny Mayer and Andrew Kennedy to discuss the importance of relationships in the industry and how he manages his client relationships using RedtailCRM (https://corporate.redtailtechnology.com/). Jeff takes us through some of the workflows and automations that he uses with Redtail, talks about his experience using Salesforce, and discusses some of the ways that Redtail is integrated within his technology stack.
Brokers Learning Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Brokers Learning Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St. Securities.
16 Mar 2022
eMoney with Eric Fox
On this episode of Brokers Learning Technology, Eric Fox from Income Portfolio Strategies (https://www.incomeportfoliostrategies.com/) joins Danny Mayer and Andrew Kennedy to discuss how his office utilizes eMoney (https://emoneyadvisor.com/) with their clients to provide planning services and make quick pivots when necessary. Eric discusses a wide variety of scenarios in which he uses eMoney and how the use of eMoney has impacted his clients financial planning efforts.
LaSalle St. Securities Presents: Brokers Learning Technology, a new podcast focused on discussing the everyday workflows and technologies that registered representatives and investment advisors utilize in the field.
17 Feb 2022
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LaSalle St. Securities Presents: Brokers Learning Technology, a new podcast focused on discussing the everyday workflows and technologies that registered representatives and investment advisors utilize in the field.
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