Practice Management Webinars
Designed for Financial Services Teams
These 20-minute free webinars will explore critical practice management concepts at a high-level to provide recommendations, challenge current beliefs, and offer a fresh perspective.
Hosted by Gray & Josie, we’ll share thoughts, recommendations, and resources that you and your team can use to continue to refine your value proposition.
Check out some of the past and upcoming webinars we have hosted below.
Interested in hearing about a specific topic that is not listed below? Send us an email!
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Systems That Impact Client Retention
Join us as we talk about the critical processes and workflows that help ensure client retention
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Defining Your Value Proposition
Join us as we talk about how to define and communicate your firm's value proposition with your team and clients.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Leading Through Accountability
Join us as we talk about how the culture of accountability plays a role in driving revenue growth, people development, and vision execution.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Hire Before You’re Ready?
Join us as we talk about the timeless advice "hire before you're ready". While a good sentiment, we'll walk through the "do's" and "don'ts" of hiring.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Client Experience: The Human Approach
Join us as we share how Client Experience will be your #1 attraction and retention tool long-term in the financial services industry.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Thinking About Team Compensation
Join us as we paint the picture of how to define, refine, and align your compensation structure for the different roles on your team.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Next Year’s Growth Starts Now
Join us as we review key considerations of how to think about your 2026 planning and the timeline for that thought process.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Effective Team Meetings
Join us as we talk about how to elevate your internal team meetings to ensure accountability, intentionality, and consistency.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
8 Practice Management Mistakes to Avoid
Join us as we share the 8 most common mistakes that Advisors and Teams make in their operations (& how to avoid them)!
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Vision + Values = Culture
Join us as we paint the picture of how to define, refine, and align your firm, team, and client culture.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Building the Right Team
Join us as we review the key considerations of evolving your team structure to meet your evolving client demands.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.
Segment for Service
Join us as we talk about how to elevate your client service model through intentional segmentation.
Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.