2.0
Mar 20, 2021
Former employee, more than 3 years
Recommend
CEO approval
Business Outlook
Pros
*Caring people, mean well *Good benefits for first 4yrs *Someone outside the industry can gain access to becoming and advisor
Cons
*End of day, its a pyramid scheme - home office skims way more off your revenue than value provided, senior FAs get support while lower-mid level suffer *Can't get out of their own way with tech - awful trying to wfh constantly kicked off remote, clients encounter issues even at account opening *focus on bringing clients money in, no focus or support what to do with it from there *bit of a smug attitude that somehow they are the only financial advisory firm that cares about its clients & have advisors who help each other - not true