Maximizing the company’s human capital to better scale its financial advice with Eliza De Pardo

Maximizing the company’s human capital to better scale its financial advice with Eliza De Pardo

Eliza De Pardo is the founding father of the consulting firm of the identical title, which cooperates with medium-sized to massive unbiased consulting corporations. Eliza uniquely addresses the human capital…

Centralization of the department to systematize and scale the $ 2 billion AUM consulting business with Patti Brennan

Centralization of the department to systematize and scale the $ 2 billion AUM consulting business with Patti Brennan

Patti Brennan is the CEO of Key Monetary, an unbiased RIA-based RIA that oversees greater than $ 2 billion in asset administration for 800 shopper households. Patti has been in…