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
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.
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.