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.
It is 52 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.
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Also, check out:
Episode 13 - Using Social Media to Increase Your Valuation with Victor Gaxiola
Episode 12 - Growing Your Business by Simplifying It with Brian Margolis
Episode 11 - Using Compliance as a Strategic Edge with Ivan Barretto of RIA Compliance
Episode 10 - Using Sentiment Analysis and AI to Beat the S&P 500 with Jamie Wise of Buzz Indexes
Episode 9 - Practice Management Themes for 2019 with Grant Hicks and Carla McCabe
Episode 8 - The Value of Alternative Investments in IRAs with Henry Yoshida of Rocket Dollar
Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell
Episode 6 - Acquisition Financing with James Hughes of Live Oak Bank
Episode 5 - Importance of Culture with Jim DeCarlo, CEO of StratWealth
Episode 4 - Firms of the Future with Shane Morrow, Managing Partner IronBridge
Episode 3 - Firm Value with Jeff Miller
Episode 2 - Practice Management with Carla McCabe
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