5.0
Sep 1, 2022
Anonymous employee
Current employee, less than 1 year
Scottsdale, AZ
Recommend
CEO approval
Business Outlook
Pros
The opportunity to contribute real results to clients and build real relationships with them is here. An opportunity that is not possible at a normal RIA or investment firm. Management and the executive team believe in you. They give you the tools you need to succeed and then let you run as fast as you can. Collaboration is an integral part of the team. Not only should collaboration happen, it must happen. If we don’t work together we cannot deliver the life changing results that we do. I would, and already have, recommend working here to anyone willing to put in the effort.
Cons
Excellence and hard work is expected, but every minutes is worth it.