Consulting

Ep #107: Evaluating Compensation and Benefits with Kelli Cruz

Kelli Cruz is the Founder and CEO of Cruz Consulting Group, a consulting firm that specializes in human capital and compensation consulting for the financial planning profession. Kelli joins the show to chat about what she is seeing from the trenches of her consulting work, including the biggest struggle that her clients are facing right now. If you are considering a new opportunity or preparing for a job interview, this is an episode you won’t want to miss! Listen in as Kelli shares the type ...

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Mar18

Ep #74: Employee to Entrepreneur with Maria King

Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry. Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her ...

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May21

Ep #33: From Client Advisor to Practice Management Consultant with Brandon Moss and Jarrod Upton

Jarrod Upton is a Senior Consultant and COO, and Brandon Moss is a Senior Consultant and CMO, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what ...

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Mar19

Ep #25: From Individual Contributor to Leader and Consultant with Colleen Hallinan

Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial advisors back in the '80s and '90s. She also opens up about how she found an RIA to work for, left to start her own firm, and then ended up rejoining the ...

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