Financial Advisor Success

What works early on when a firm is just starting out does not tend to work as well once the business starts to grow. Many financial advisors are not prepared for managing a large practice so when it starts to scale and grow, it’s important to re-evaluate how things are structured. Kelli Cruz joins us on the show to share her expertise in human resources management for mid-size to large financial advisory firms. She has a truly unique and effective method to assessing and adjusting the way businesses compensate and incentivize their employees. For show notes and more visit: https://www.kitces.com/60