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Scaling Smart: Adding an Advisor

Join us as we uncover what it takes to seamlessly add another advisor to your practice!

  • Merging Two Existing Books of Business

  • Adding a Partner to Your Firm

  • Difference Between Adding a Service Advisor and Lead Advisor

  • Succession Planning and Transition Process

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_mecmQ7y2QLqOVoPrxPnKjQ
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Healthy Firm, Healthy Future
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October 29

The Power of the Playbook