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Financial Advisor Success · Apr 21, 2026
Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford
“Custodial platform where Lisa managed relationships with ~30 advisory firm clients across mid-Atlantic, Florida, and Europe”
Scaling advisory firms to $100M+ revenueChief Human Resources Officer (CHRO) hiring and outsourced HR solutionsEquity compensation and long-term incentive plans for employee retention
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