Kelli Cruz

  • For a Successor, Many Advisors Look Within

    By Danielle Andrus, AdvisorOne  |  May 2, 2013

    At the 2013 NAAIM Annual Conference, Kelli Cruz, a managing director at Pepin Consulting, addressed the importance of succession planning.

  • Best Practices for RIAs

    By Staff Writer  |  May 20, 2009

    Ready-to-use tools and templates encompassing five areas of human resources management: setting employee goals and objectives, performance management, career path development, staff motivation and leadership, and firm work environment.

  • Giving Women a Break

    By Susan B. Weiner  |  April 1, 2008

    At close to 51 percent, women make up more than half of the U.S. population, yet a significantly smaller percentage works in the front lines...

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