LaSalle St. LIVE

Alexa Lichty is joined again by Mark Contey to discuss the important topic of Transition Economics and what that looks like at LaSalle St.

Alexa Lichty and Mark Contey kick off the new series with a look back on the last year or so at LaSalle St., and discuss a topic that's gaining a lot of traction in the industry right now: consolidation.

Host of the LaSalle St. LIVE podcast Zak Sandeman and CMO & Co-Founder of Orbit Media Studios Andy Crestodina get together to show financial advisors how EASY it is to outpace the competition digitally. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360 -- Interested in learning more about Orbit Media Studios and what they have to offer? Visit their website: https://www.orbitmedia.com/ Or contact Andy Crestodina directly: Andy Crestodina / andy@orbitmedia.com / @Crestodina on Twitter! Check out one of Andy's blog posts here and feel free to get lost in the rest of the great content on the Orbit Media website: https://www.orbitmedia.com/blog/writing-headlines/ [NOTE: Advisors should always make sure the content they share online meets the regulatory standards of their respective firm.]

In Part 2 of this discussion with Steve Phillips of Pareto Systems, LaSalle St. Securities Chief Business Development Officer Mark Contey discusses the future of the financial advice industry. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360 -- Interested in learning more about Pareto Systems and what they have to offer? Visit their website(s): www.paretosystems.com / www.paretoacademy.com Or contact Steve directly: Steve Phillips / sphillips@paretoplatform.com / (480) 212-6894

"Give your current clients the power to tell your story, watch them run with it and then measure the results." In this episode of #LaSalleStLIVE, LaSalle St. Securities Chief Business Development Officer Mark Contey is joined by Steve Phillips, a Certified Practice Management Consultant (for financial advisors) at Pareto Systems, to discuss strategies designed to help advisors convert existing clients into ADVOCATES. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360 -- Interested in learning more about Pareto Systems and what they have to offer? Visit their website(s): www.paretosystems.com / www.paretoacademy.com Or contact Steve directly: Steve Phillips / sphillips@paretoplatform.com / (480) 212-6894

After a one episode hiatus, LaSalle St. Securities Chief Business Development Officer Mark Contey is BACK on the LaSalle St. LIVE podcast! In this episode, Mark discusses the pros and cons of both RETENTION and RECRUITMENT as business development strategies for advisors and also for firms like us. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

Host of the LaSalle St. LIVE podcast Zak Sandeman interviews Jim Cathcart of The Cathcart Institute for a thought-provoking conversation about why independent financial advisors must view themselves as entrepreneurs and why they should never stop trying new things. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey breaks down the success of the firm's first ever LaSalle St. Securities Growth & Innovation Summit. LaSalle St. advisors, thank you for attending and we already can't wait for next year! Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

In Part 2 of this conversation surrounding advisor transitions, LaSalle St. Securities Chief Business Development Officer Mark Contey talks about the financial side of a move. A lot of larger firms today are throwing around HUGE transition checks. But what's the catch? And perhaps more importantly, how could that recruiting strategy impact the financial future of the firm? Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey gets real about the most challenging aspect of advisor movement: the actual transition process. Many advisors fear transitions. While a transition is certainly never a simple process, there are some misconceptions clouding the vision of financial advisors. This episode is dedicated to addressing those concerns and clarifying that any transition can be handled efficiently with the right amount preparation and assistance. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

Host of the LaSalle St. LIVE podcast Zak Sandeman talks to one of the most recent advisors to join the LaSalle St. family, Bob Meyers. Bob opens up about his experiences with Edward Jones, why he left, and ultimately what made LaSalle St. Securities such a compelling option. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey explains why the firm has been a Fidelity-affiliated firm (and ONLY a Fidelity-affiliated firm) for 25+ years and how the benefits of that relationship trickle down to our advisors. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey talks about the firm's versatility when serving the various business models of financial advisors today. All brokerage, all fee, hybrid, friendly, bank-based...the list goes on... LaSalle St. Securities will build a customized service model to match your business model! Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey talks about margin & fee compression impacting smaller financial services firms, which is causing rapid M&A activity. Make sure your partner firm is on solid financial ground before affiliating. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey talks about the firm's policy to NOT dictate EVERYTHING via policy. As a smaller boutique firm, LaSalle St. Securities prides itself on giving advisors a platform to openly explore any and all issues with company ownership. We hate red tape, and we love exploring the grey areas of this industry alongside our advisors. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey talks about the misuse and commoditization of the word INDEPENDENCE as it pertains to financial advisors. A lot of firms promise independence, but very few truly deliver. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey discusses the growth opportunities that financial advisors can find through social media and how they can improve their presences online. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey talks about the recruiting trends he observes on a daily basis in his efforts to help independent financial advisors take back greater control over their own businesses. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360

LaSalle St. Securities Chief Business Development Officer Mark Contey discusses his issues with the popularized industry term: "Broker-Dealer" and he explains why LaSalle St. Securities is SO MUCH MORE. Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts! Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities Are you an advisor considering a change? Let's talk about your future. www.lasallest.com/contact-us Mark Contey / Mark@lasallest.com / (630) 600-0360