Product Catalog

Elevating Your Client Experience with Technology (2020 Playbook #3) - NAPFA Credit Only

  • Author: Nelson Greene
  • Category: M-Technology
  • Published: 05/14/2020
  • Member: $0.00
  • Non-Member: $39.00

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.

Key takeaways:
• 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.