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Elevating Your Client Experience with Technology (2020 Playbook #3)
Course Information
Content Level: Foundational
NAPFA Subject Area: M-Technology
Course Description
Nelson Greene discusses how technology can help you grow your business, be more productive and improve the client experience.
Learning Objectives
  1. Strategies to help you improve all aspects of the prospect experience
  2. Ideas to streamline your internal procedures
  3. Generational preferences and opportunities
Nelson Greene
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. 
Availability: On-Demand
Expires on May 14, 2023
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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