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Budgeting for Growth

Join us for a conversation around why a growth-minded budget is about more than just projecting revenue and expenses. Together we’ll explore…

  • How to intentionally budget time, including leadership capacity, client work, business development, and strategic priorities

  • How to think about people (when to hire, develop, delegate, or restructure roles to support the firm's goals)

  • How to allocate money toward the investments that will create capacity, improve the client experience, or drive growth

  • How to bring your time, people, and financial budgets together to create a realistic plan for the year ahead

This session will be in a Zoom webinar format and registration can be located on our LinkedIn Page (NORA Partners) or by using the source link below.

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October 21

Building Service Standards Across Advisors

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November 18

Leveraging an Executive Assistant