Work through this framework and checklist to identify your internal successor!

A one hour webinar with actionable takeaways.

Finding the right successor 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’ll cover 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 a Successor
• The Ten Essentials of an Internal Succession Plan