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Tuesday, May 22, 2012

2:20 p.m. - 2:55 p.m.


Kristin North, Strategic Relationship Manager, TD AMERITRADE INSTITUTIONAL

An uncertain economic environment coupled with the evolving needs of investors have created noteworthy shifts in client expectation sand interpersonal dynamics between advisors and clients. This session will explore the key drivers and proven techniques to establish a successful relationship with Generation X/Y clients.

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