How do you attract, retain, and grow the right people in your firm? 

In this episode, Kristin sits down with Kelli Cruz, founder of Cruz Consulting Group, who brings more than 30 years of experience in talent management and organizational design for advisory firms. 

Together, they explore what it really takes to build “talent wealth” inside your practice so both leaders and employees thrive.

Listen in to hear how to design clear career paths, create effective job descriptions, structure compensation plans that motivate, and use feedback as a tool for growth. 

You'll gain insights into succession planning, leadership development, and why every firm should prioritize employee growth.

Kelli shares:

• Why talent management drives firm success.
• How to build “talent wealth” inside your team.
• The importance of updated job descriptions.
• How compensation planning motivates growth.
• How to use feedback to guide performance.
• Succession planning essentials for firms.
• The four levels of advisory career paths.
• How to create a culture that supports long-term retention.

Resources:

• Career Path Template

Connect with Kelli Cruz:

• LinkedIn 
• Cruz Consulting Group
• Email: [email protected]

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: [email protected] 
• Schedule a Conversation with Kristin