1.0
Nov 29, 2016
Former employee, more than 1 year
Boston, MA
Recommend
CEO approval
Business Outlook
Pros
Good planning model. Do what is right for the client. Good sales training.
Cons
Need to bring a book of $20 million minimum to start or need to inherit significant assets early on. Business model is completely ineffective in the Northeast. Business is not acceptable on the doorstep.