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Navigating Jointwork for Growth

Jointwork can accelerate growth—or quietly drain capacity if left undefined. This session delivers clear frameworks for setting boundaries, structuring jointwork agreements, and confidently deciding when to say yes, no, or not yet—without damaging relationships or the client experience.

  • What good jointwork actually looks like and why firms struggle to define it.

  • How to create clear, fair jointwork agreement parameters to protect time and capacity.

  • Where jointwork decisions overlap with your client service model.

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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March 11

An EOS Approach for Wealth Management Firms