Blog Entries by Kelli Cruz, Founder, Cruz Consulting Group

8 Hiring Mistakes to Avoid

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, April 16th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

At its heart, an advisory firm is a people business: The value delivered is driven almost entirely by its members. Just as advisors would look for the most appropriate assets to deliver on a client's investment objective, firm owners need to understand that the way you staff and motivate your practice will drive your firm's performance...Read More »

Smarter, Easier Ways to Delegate

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, March 26th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

To be an effective business owner, you must be willing to delegate and relinquish control...Read More »

Management Tip: Is Your Org Chart Helping You Grow?

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, March 5th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

The growth of your firm relies on your strategic plan, your organizational structure and your human capital practices. Build your business strategy first, to get a clear understanding of what you want to deliver to clients. But then clarify your organizational structure to make sure you have the right people doing the right things...Read More »

HR Tip: To Increase Sales, Change Your Culture

By Kelli Cruz, Founder, Cruz Consulting Group on Tuesday, February 3rd, 2015

Kelli Cruz, Founder, Cruz Consulting Group

If you want all your advisors to develop new business, you’ll need to create a firm culture that makes generating sales a way of life — for the entire firm...Read More »

The Dreaded Annual Ritual

By Kelli Cruz, Founder, Cruz Consulting Group on Monday, December 8th, 2014

Kelli Cruz, Founder, Cruz Consulting Group

For most managers, the end-of-the-year employee compensation and performance review is one of the most dreaded events of the year. The average manager doesn’t have a disciplined approach for handling these critical discussions and decisions...Read More »