A Conversation with Susie Cranston — CEO of Cresset

This week, AdvisorHub’s CEO, Tony Sirianni talks with Susie Cranston — CEO of Cresset. The two discuss building a model where advisors are involved in the firm’s strategy, the acceleration of equity within the RIA space, the uptick of wealth creation in the United States, addressing advisor concerns about AI, the adoption of family wealth services, and generational wealth transfer.