5.0
Mar 15, 2024
Anonymous employee
Current employee, more than 3 years
Recommend
CEO approval
Business Outlook
Pros
Great people and culture. Everyone seems to always work towards the same goal... helping advisors run their business. Compared to other financial services company, they are very employee friendly.
Cons
Company bonuses are tied to service scores from the customers, but some customers will state that we do a great job but refuse to give a high rating on principle (e.g. no one deserves a high score).