Event Information
NAPFA Webinar - Elevating Your Client Experience with Technology
Online Webinar
Thursday, May 14, 2020
3:00 PM - 4:00 PM
iCalendar
Central Standard Time
Presented by:
Nelson Greene, Technology Consultant, TD Ameritrade Institutional
Thursday, May 14, 2020 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)
Earn: 1 NAPFA CE in M - Technology
Member: Free; Non-Member: $39
Nelson Greene discusses how technology can help you grow your business, be more productive and improve the client experience.
Key takeaways:
• Strategies to help you improve all aspects of the prospect experience
• Ideas to streamline your internal procedures
• Generational preferences and opportunities
This is the third webinar of the 2020 NAPFA Playbook series, sponsored by TD Ameritrade Institutional.
Nelson Greene is a Technology Consultant for TD Ameritrade Institutional. Nelson dedicates his time to helping firms and advisors identify opportunities to improve the well-being of their clients and businesses by navigating the 3rd party technology landscape.