Lasalle St. Live

Episode 16: Turning Clients Into Advocates - Part 2 - feat. Steve Phillips of Pareto Systems

Informações:

Sinopse

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