Elevating Your Client Experience with Technology (2020 Playbook #3) - NAPFA Credit Only
Third in the 2020 Playbook Series
Nelson Greene discusses how technology can help you grow your business, be more productive and improve the client experience.
• Strategies to help you improve all aspects of the prospect experience
• Ideas to streamline your internal procedures
• Generational preferences and opportunities
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.
1 NAPFA CE in M - Technology will be posted in your NAPFA CE record after downloading this recording.
This is a recorded webinar from May 14, 2020.