4.0
Jul 31, 2025
Recommend
CEO approval
Business Outlook
Pros
They are the best for training and back office support hands down. They have a very good structure or field trainers and leaders. A great culture of helping each other learn and grow.
Cons
If you are a brand new advisor and have to rely on building your own book, good luck. They expect you to knock door for most of the day, everyday. Even if you get gifted assets, they are usually the very needy clients and/or produce very little income. If you aren’t bringing in assets, you are frowned upon and like the “red headed step child”.