Pros
If you have absolutely no exposure to sales, this could serve as a very basic introduction to prospecting. That said, there’s nothing here you couldn’t learn in a more stable and better-supported environment.
Cons
The firm lacks any real foundation. There’s no dependable structure, and training feels disorganized and inconsistent. Leadership does not operate with a clear or steady vision, which leads to constant shifts and a lack of alignment across the organization. Instead of developing a reliable system for advisors to succeed, the firm frequently changes direction, using its people to test ideas rather than refining what actually works. There are moments where business practices come across as questionable, creating situations that don’t always feel aligned with strong ethical standards. Employee turnover is significant, which is indicative of deeper issues within both the culture and operations. A noticeable portion of the highly rated reviews appear to come from current employees (only have been there a year or less) who are encouraged to post them internally, Which doesn’t reflect the longer-term experience.