Kelli Cruz

Firms need a strong recruitment process to remain competitive.

To keep your best advisors and other employees on board, you'll need invest strategically in the right people, offering them a rewarding career path.

Handing off responsibility can be scary and challenging. But it's the only way to empower staff and position your firm for growth. Use these tips to be more effective.

Want a better way to help staff improve? Here's how to turn the end-of-the-year ritual into an experience that's productive for you and your employees.

If you want your entire team focused on bringing in new clients, you'll need to restructure your organization to make that happen.

Increasingly, firms are seeking to move toward an ensemble model to improve flexibility and ease the burden on top advisors.

Every firm needs to determine the unique compensation plan that will work best for executives, staff and clients. These guidelines should help you get started.