Kelli Cruz

6 Podcast Episodes

Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz

Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz

With many states beginning to lift stay-at-home restrictions, you’ll want to create a plan for how and when to open your... Read more

7 May 2020

31mins

Ep 7: Ways to Manage and Inspire Newly Remote Teams – With Kelli Cruz

Ep 7: Ways to Manage and Inspire Newly Remote Teams – With Kelli Cruz

Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Laura Gregg is joined ... Read more

16 Apr 2020

33mins

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EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding... Read more

7 Nov 2019

42mins

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

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

Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker... Read more

28 May 2019

51mins

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Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz

Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz

What works early on when a firm is just starting out does not tend to work as well once the business starts to grow. Man... Read more

20 Feb 2018

1hr 40mins

Kelli Cruz on Engaging the Team

Kelli Cruz on Engaging the Team

Kelli Cruz is a consultant, writer, speaker, and founder of Cruz Consulting Group, committed to building “talent wealth”... Read more

30 Nov 2017

47mins

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