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
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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
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33mins
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
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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
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51mins
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
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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
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47mins