Cresset’s Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm
Steve Sanduski
AUGUST 21, 2024
Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. In a Nutshell: In Life-Centered Planning , advisors encourage their clients to think about what their money is for. That’s a question that advisors should also ask themselves as they think about the future of their firms.
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