LaSalle St. Securities
@lasallestsec
Advisor-owned wealth management boutique supporting Financial Advisors run their practice, their way, since 1974.
ID: 1392751021
http://www.lasallest.com/join 30-04-2013 18:28:51
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331 Followers
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Meet JeffTalarico,CRPC®, CKA®! We welcomed Jeff to the LaSalle St. family in 2019..w/ a little help from a sandwich shop. Read more about that story below in our latest Spotlight feature & get to know Jeff, his unique background, what it means to be a #KingdomAdvisor, & meet his 2 pups.
We're back! Kicking off the New Year with a fresh episode Front Office Friday. A lot of exciting things have happened since our last one, so Matt Sienkowski fills us in on what we missed (👶), as well the many things we have to look forward to in 2022!
We were pleased to welcome Wilmington, Massachusetts-based Brisbois Capital and Chicago-based Associates Group to the team last month. Thanks to WealthSolutionsReport for including this news in your monthly feature, “Transitions, Transactions & Promotions.” wealthsolutionsreport.com/2022/02/02/tra…
.Mark Contey dispels the industry myths surrounding the topic of the inevitability of going #RIA. Truth is, tucking into a larger firm presents potentially significant value for advisors. Thanks for publishing this piece, @FAmagazine. fa-mag.com/news/going-ria…
Person-to-person relationships are at the core of every aspect of our business, says Mark Contey. Read how he suggests you balance the clear advantages of technology-enabled processes and traditional methods of advisor recruitment. wealthmanagement.com/client-relatio…
Three years ago, about 40% of LaSalle St. Securities incoming #financialadvisors said they would utilize digital channels to close recruiting deals. Today, that figure is close to 80% due in part to a global pandemic that has limited face-to-face interactions. wealthmanagement.com/client-relatio…
A look at our morning sessions from the 2022 Growth Summit 📸 Thank you to our fantastic presenters so far: John Cianciulli (DWS Group), Taylor Hawkins (Fidelity Investments), Amy Osborne (Franklin Templeton), and Dave Zoller (@for_advisors).
Signs Your Firm Is Nickel and Diming You - Some #WealthManagement firms are tacking fees onto as many mission-critical services as possible. Check out this excellent op-ed by our very own Mark Contey via the WealthManagement.com link below! wealthmanagement.com/careers/signs-…