Ep #107: Evaluating Compensation and Benefits with Kelli Cruz
New Planner Podcast · Caleb Brown
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Show Notes
Kelli Cruz is the Founder and CEO of Cruz Consulting Group, a consulting firm that specializes in human capital and compensation consulting for the financial planning profession. Kelli joins the show to chat about what she is seeing from the trenches of her consulting work, including the biggest struggle that her clients are facing right now. If you are considering a new opportunity or preparing for a job interview, this is an episode you won't want to miss!
Listen in as Kelli shares the type of team management that is no longer effective, what clients are looking for in new team members, and how career paths have evolved over time. We also discuss the biggest mistakes that planners are making in their careers, what job applicants should be asking in interviews, and the timelines for progressing through the ranks of an advisory firm career ladder.
You can find show notes and more information by clicking here: https://bit.ly/3WrKDlo