Elevating Your Client Experience with Technology (2020 Playbook #3) - The National Association of Personal Financial Advisors

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

Strategies to help you improve all aspects of the prospect experience
Ideas to streamline your internal procedures
Generational preferences and opportunities

Speaker

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.

Summary


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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