Shownotes
This podcast features Gray Rudd, who along with Josie Secola, spearhead NORA Partners.
Nora Partners is an Operations Consulting Firm that helps financial services firms bridge the gap between where they are and where they want to go.
Key points:
- The Consulting group works with financial services ensembles and partnerships to refine operations, optimize client experience, and focus teams to help them scale their practice and prepare for exponential growth.
- Phil and Gray talk about “Scale” and how to recognize the need for Ensembles and Partnerships to develop it.
- Nora not only works on Scale with its clients but also Leadership of their firms, which includes Vision, Values and Designing Training. FA’s can be really great at selling and managing clients, but NOT running a business.
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The Sea Captain Way for Financial Advisors
The Voyage: The Adventure of Your Lifetime
