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Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Financial Advisor Success

Episode Mentions

Financial Advisor Success

Financial Advisor Success · Apr 21, 2026

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford

“Major custodian where Lisa worked as relationship manager and built business consulting team for advisory clients”

Scaling advisory firms to $100M+ revenueChief Human Resources Officer (CHRO) hiring and outsourced HR solutionsEquity compensation and long-term incentive plans for employee retention