Kelli Cruz is a consultant, writer, speaker, and founder of Cruz Consulting Group, committed to building “talent wealth” and helping advisory firms realize their true potential. Prior to this, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research [...]
Gail Graham is the founder and Principal of Graham Strategy, LLC, a strategic marketing and consulting firm for advisors and organizations who are committed to improving wealth management for consumers. Previously she was the CMO at United Capital, and EVP of marketing and business [...]
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence™ podcast, and the author of several books including How to Give Financial Advice to Women, How to Give Financial Advice to Couples, and Breaking Money [...]