95 min listen
Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz
Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz
ratings:
Length:
100 minutes
Released:
Feb 20, 2018
Format:
Podcast episode
Description
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
Released:
Feb 20, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney: Tim Delaney talks about how he made the transition away from 23 years of tax accounting to full-time planning. by Financial Advisor Success