RIA Match Webinar – Internal Successors: How to Identify and Keep Them

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

View the archived webinar

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