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

1. Ineffective Use of Technology

2. Failing to Delegate Operational Responsibility

3. Overemphasizing Client Acquisition

4. Lack of Scalability Planning

5. Poor Human Capital Management

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.