On this episode of Advisors Chatting About Technology, the LaSalle St. Indianapolis Branch joins Danny Mayer to discuss how they use DocuSign 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.