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.
