LaSalle St.’s Technology Learning Center Adds Concierge Service

Firm Notes “Bespoke Support” and Ownership Options as Causes of First Half Growth

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NEWS BRIEF 4

Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning resources, helping its advisors integrate technology and industry-leading practices into their businesses and a forum to engage in peer-to-peer exchange, Digital Wealth News reported at the time. The Center includes live webinars, recorded videos, written documentation and a LaSalle St. podcast.

According to the firm, which includes both independent broker-dealer and registered investment advisor platforms, its advisors have asked for more curated support over the past year. As a result, the firm refined its specific approach to this service, hiring technology experts and expanding the self-help section of the Center.

Mark Contey, LaSalle St.’s Senior Vice President, Business Development, said, “After launching our Technology Learning Center, we found that while many of our advisors were completely fine to use this tool to apply new technologies to their practices, others felt that they needed a bit more support to make the right choice. With their help, we developed a hands-on resource they can use to fully optimize their practices through the application of technology that best fits their needs.”

The firm said that its strong first half growth is due in large part to its commitment to supporting its advisors with similar, high-touch services and attractive equity ownership opportunities for qualified advisors.

“LaSalle St. aims to provide best-in-class services and solutions for our advisors, without getting in the way of their entrepreneur approach to the business,” concluded Contey. “This level of service fits perfectly within our high-touch yet-out-of-the-way business model.”