Growth doesn’t always mean more clients; it means better ones. Learn how defining a Minimum Acceptable Client creates clarity, protects team capacity, improves service, and gives you a confident framework for saying yes (and no) to the right business.

Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.

In this session, we’ll break down the universal infrastructure behind sustainable growth, help you identify where your firm sits today, and clarify the one move that matters most in your next stage.

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Join us as we talk about how to effectively maximize December 15-31, 2025 without sacrificing family time! We'll talk about what you should be doing in the final two weeks of the year to ensure that you are set up to hit the ground running in January. Topics will include firm health & intentional forecasting, client experience parameters & initiatives, team planning & development, and more!

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Join us as we discuss how to build a winning onboarding process that will turn your new hires into long-term team players.

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Join us as we share the five key areas wealth management firms are not intentionally developing, why they matter, and how to course-correct.

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Join us as we talk about how to elevate your team member review structure and turn employee feedback into firm growth.

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Join us as we share how to document and design the critical playbooks of your practice to bring consistency, clarity, and scalability to your firm's core processes.

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Join us as we uncover what it takes to seamlessly add another advisor to your practice, whether they are servicing existing clients, driving growth with client acquisition, or merging a book of business with yours.

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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.

Join us as we break down the different methodologies of client meeting design - including cadence, preparation, and purpose so every interaction creates lasting impact.

Specific questions can be directed to us before or after the session at norapartners@nora-partners.com.

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.

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.

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.

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.

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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.

Join us as we paint the picture of how to define, refine, and align your compensation structure for the different roles on your team.

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Join us as we review key considerations of how to think about your 2026 planning and the timeline for that thought process.

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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.

Join us as we share the 8 most common mistakes that Advisors and Teams make in their operations (& how to avoid them)!

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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.

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.

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.