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
Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.
Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.
Follow these directions to keep your professional goals on the right track, Kelli Cruz says.
Here is how to determine which incentives and pay rewards should be offered.
Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.
It may be time to update your salary strategy to encourage better performance and attract promising job candidates.
Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.
This strategy can help attract and retain talent, which is essential to a practice’s success.
Following these steps will help advisers prepare their firms for the future without them.
Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.