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The Client Meeting Blueprint

Join us as we break down the different methodologies of client meeting design:

  • Cadence of Client Meetings

  • Preparation for Different Client Meetings

  • Purpose for Each Conversation

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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September 24

Systems That Impact Client Retention

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October 15

Healthy Firm, Healthy Future