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Lisa Crafford

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Financial Advisor Success

Episode Appearances

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

“Guest discussing scaling mega-RIAs, hiring executives, and equity compensation strategies based on career spanning advisory, custody, and PE”

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