Technology learning center and event designed to drive growth and optimize efficiency
CHICAGO, May 12, 2022 /PRNewswire/ — LaSalle St., a family of wealth management companies encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today introduced its Technology Learning Center. The firm’s comprehensive suite of learning resources, consisting of live webinars, recorded videos, written materials and a podcast on LaSalle Street, is designed to help its affiliated representatives and advisors assess and optimize technological platforms of their firms.
The Technology Learning Center will be officially showcased at the annual LaSalle Street Growth Summit, which focuses on real-world practice management, business growth, peer-to-peer engagement, and brainstorming business ideas. products at a one-day event. More than 120 LaSalle St. representatives, advisors, head office employees and strategic sponsors will attend the summit at the Westin Yorktown Center in Lombard, Ill.. The company suspended its 2020 and 2021 annual growth peaks due to the COVID-19 pandemic.
Marc ConteySenior Vice President of Business Development at LaSalle St., said, “We understand how daunting and time-consuming it can be for advisors to identify, integrate and learn how to use the right technology solutions for their business. company. And that doesn’t include keeping abreast of changes Guardians are rolling out to their businesses’ mission-critical platforms. The Technology Learning Center will help our Advisors explore what’s available to them on LaSalle Street and others, to keep abreast of technological advances and figure out how it can help grow their business.”
The 2022 Annual Growth Summit will feature sessions on networking, capital markets investment topics, book buying strategies and other growth strategies. Speakers include:
- John CianciulliPresident, Team Edge Consulting
- Taylor HankinsCFA®, Fidelity Investments
- Amy OsborneSenior Learning Advisor, Franklin Templeton
- Jim and Kim SteinbrennerSteinbrenner Financial Group
- lewin williamsfirst trust
- david zollerCFP®, co-owner, Streamline Financial Services
- Michael Graham, Peter Lewis and Todd FennickLaSalle Street.
“We believe that offering more resources and personalized onboarding and implementation assistance to our Advisors will result in significant growth for their business and ours, enabling LaSalle Street Representatives and Advisors to continue to deliver superior service and results to their clients,” said Contey. .
About LaSalle Street
LaSalle St. is a family of companies including LaSalle St. Securities, an independent broker; LaSalle St. Investment Advisors, an SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. Its unique mission is to support the growth and success of independent financial advisors across the country. Founded in 1974 and based in Chicago, Ill.rue LaSalle has more than 300 financial advisors, has more than $12 billion of total client assets and is registered in all 50 states. LaSalle Street businesses offer a wide range of services, including brokerage, consulting, investment and insurance. The company primarily clears through National Financial Services, with custodial services through Fidelity Investments, the parent company of NFS. For more information, visit https://www.lasallest.com/.
Haven Tower Group
Donald C. Cutler/ Lorene Yue
[email protected]/ [email protected]
424 317 4864 / 424 317 4854
SOURCE LaSalle Street