Kelli Cruz
Founder & Managing DirectorKelli Cruz is a Financial Planning columnist and the founder of Cruz Consulting Group in San Francisco. Follow her on Twitter at @KelliCruzSF.
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Create a performance management process to get the most from staff members.November 18 -
Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.August 3
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There are many misconceptions about pay at advisory firms. Here are the most common.February 10
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Creating a performance management process will help firms get the most from staff members.January 4
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If you find yourself torn between serving clients and growing your practice, you may need some additional staff.October 29
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Firms need a strong recruitment process to remain competitive.September 1
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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.May 29
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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.March 16
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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.November 19
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If you want your entire team focused on bringing in new clients, you'll need to restructure your organization to make that happen.September 15
