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Healthy Firm, Healthy Future

Join us as we explore the key metrics that give you a clear picture of your firm’s health to set you up for next year’s growth!

  • Which Reports to Review (& How)

  • Taking Financial Forecasting One Step Further

  • Aligning Your Firm Finances to Your Vision

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 1

The Client Meeting Blueprint

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Next
October 22

Scaling Smart: Adding an Advisor