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The Power of the Playbook

Join us as we discuss the critical “playbooks” of your practice to bring consistency, clarity, and scalability to your firm's core processes.

  • What is Included in a Playbook

  • How to Document the Plays Appropriately

  • Engaging Your Team in the Playbook

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.

Source: https://zoom.us/webinar/register/WN_-iWiC-PtT2KBzEFLyij1lg
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October 22

Scaling Smart: Adding an Advisor