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Knowledge and Insight > Plan for the Future
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Operational & Human Capital Wins that Drive Growth

Jennifer Goldman, CFP ® and Kelli Cruz | Cruz Consulting Group, June 2017
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Summary: Your strategic plan, your organizational structure and systems, and your people practices are the necessary elements that drive the growth of your firm. The key foundation to building any business is to ensure you have the right people doing the right things. Building a business strategy that supports what you are delivering to your clients and how you want to deliver that service through your organizational structure should be priority one.

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