NTSA Advisors: Technology That Will Make You More Profitable

Speakers: Molly Hamer, EFS Advisors; Chris DeGrassi, Executive Director, NTSA; Jeffrey Tomaneng, Lincoln Investment Planning; Mark Luckinbill, Aspire Financial Services; Matthew McBay, GWN Securities

Webcast outline coming soon!

Learn how our panel of investment professionals use technology to manage and grow their practices. Join us for a conversation about what technology works and perhaps what doesn’t work as well, because sometimes learning about mistakes to avoid is just as valuable as hearing the success stories. Walk away with insight and practical steps you can take to improve your practice with technology.

Learning Objectives:

• Selecting technology that support practice management and prospecting;
• Avoiding main technology pitfalls;
• Integrating technology into your practice management and prospecting process.

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REGISTRATION

Important Webcast Changes

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Live – 11/13/2014

Recorded  – 11/14/2015

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• Webcast outline and any additional presentation materials

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1 ASPPA CE credit.

Continuing Education Changes for LIVE Webcast Attendees

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GENERAL INFORMATION

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All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKERS

Please check back for speaker biographies.

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