The network for financial advisors
The network for financial advisors
Login
Register
Resources
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
search goes here
Kelli Cruz
Kelli Cruz is a
Financial Planning
columnist and the founder of
Cruz Consulting Group
in San Francisco. Follow her on Twitter at @KelliCruzSF.
Aligning employees with a practice’s goals
Create a performance management process to get the most from staff members.
The young and talented: Steps to attract Gen Y advisers
Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.
6 Compensation Myths
There are many misconceptions about pay at advisory firms. Here are the most common.
Keeping Employees on Track
Creating a performance management process will help firms get the most from staff members.
Overworked and Clients Suffering? Hire a Manager
If you find yourself torn between serving clients and growing your practice, you may need some additional staff.
See more from Kelli Cruz
