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.

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.

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
• DaVinci Resolve
• Adobe Premiere Pro
• Final Cut Pro
• InVideo

Video Recording Tools:

• Blue Yeti
• Shure SM7B
• EpocCam
• Droid Cam App

Graphic Design Software:

• Canva
• Adobe PhotoShop
• Adobe Illustrator

Graphic Resources:

• Pixabay
• Unsplash

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.