Founder & Managing Director

Kelli Cruz brings more than 20 years of experience to her role as the founder of Cruz Consulting Group (CCG), working closely with advisory firm owners and executives of financial services institutions. With a specialized focus and expertise in working with RIA and broker-dealer affiliated advisory firms, she leads consulting engagements in strategic planning and human capital, including organizational design, compensation planning, performance management, and business succession.She is a frequent speaker at national industry conferences and writes for the industry on practice management related topics.

Prior to founding CCG, Kelli lead InvestmentNews Adviser Solutions and oversaw advisor consulting engagements as well as the InvestmentNews/Moss Adams research studies, where she was responsible for creating and implementing the industry’s first study dedicated to Succession Planning. Prior to joining InvestmentNews, Kelli was a director in Advisor Services at Charles Schwab where she pioneered the industry’s first human capital practice management program covering issues from organizational strategy and design, recruiting, compensation design, talent management, and succession planning for RIA advisory firms.

Recent Stories From This Author

Smarter, Easier Ways to Delegate

Performance Reviews That Don't Stink

HR Tip: To Increase Sales, Change Your Culture

Creating Effective Compensation Plans

Management Tip: Is Your Org Chart Helping You Grow?

How to Fix Your Incentive Pay

8 Hiring Mistakes to Avoid

Planning for Succession is Successful Planning—CE Credit Available

Women & Wealth: The Invisible Opportunity
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