Kelli Cruz
Founder & Managing DirectorKelli Cruz is a Financial Planning columnist and the founder of
Kelli Cruz is a Financial Planning columnist and the founder of
By making a few tweaks to their management style, firm owners can better retain talent — and grow their practices.
Create a performance management process to get the most from staff members.
Create a performance management process to get the most from staff members.
Provide more effective feedback by making it part of everyday work and make assessments more forward-thinking.
Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.
It takes more than a few star hires to build a sustainable practice. Here are some of the best ways to keep everyone engaged and improve clients’ experience as well.
Firms that take a long-term view have the edge in securing the next generation of talent. But will the return on investment really benefit your firm?
There are many misconceptions about pay at advisory firms. Here are the most common.
Creating a performance management process will help firms get the most from staff members.
If you find yourself torn between serving clients and growing your practice, you may need some additional staff.