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

Modern Financial Advisor
28/05/2019 51 min

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Episode Synopsis


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.

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