Finding the right successors is where the rubber meets the road and a challenge for many RIA principals. Kelli Cruz, founder of Cruz Consulting Group, shares her process on how to find and keep internal successors. She also covers a career-track framework for grooming your firm’s next principals.
In this webinar you will learn:
• How to Create A Succession Planning Framework & Checklist
• The Criteria for Determining Successors
• The Ten Essentials of an Internal Succession Plan