Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

from Modern Financial Advisor · host Truelytics

Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual financial advisors) can increase the value of their firms and the success rate for their transition (either by acquisition or internal succession planning) by focusing on the talent within their organizations.

Episode metadata supplied by the publisher feed · Published May 28, 2019

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Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

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This episode is 51 minutes long.

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This episode was published on May 28, 2019.

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