Join us to talk about one of the roles that we see rapidly expanding in the wealth management industry, and why that expansion is helping firms grow stronger, faster. Together we’ll explore…

• The difference between an Administrative Assistant and an Executive Assistant, and why the distinction matters

• The qualities, mindset, and capabilities to look for in an EA who can operate with autonomy and anticipate what comes next

• How an EA can own calendars, communication, follow-through, and coordination across the organization

• How to leverage an EA to create more revenue-generating capacity for advisors and C-suite leaders

• How an EA can proactively enhance the client experience by identifying needs, driving initiatives, and thinking one step 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.