Join us as we explore the macro-considerations for advisor partnerships, and why the exploration and definition process is the key to setting up your firm for success. In this session, we will cover…

• How to determine whether you (or a prospective partner) are truly ready for partnership

• The operational, financial, leadership, and cultural considerations that should shape partnership decisions

• A phased approach to exploring partnership before making a long-term commitment

• The impact partnership decisions have on clients, team members, and the future of the business

• Common partnership pitfalls and how clear expectations can prevent costly misalignment

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.