3.0
May 8, 2023
Recommend
CEO approval
Business Outlook
Pros
- unlike some other firms, the clients we gained were our personal clients - very thorough training on sales and financial advising concepts - collaborative environment with other advisors
Cons
- pay is very little starting out (but that’s just the industry). It’s also really hard to acquire clients when you’re starting out fresh. - all their software and website is awful, and clients would frequently complain about how bad the website was, and there was absolutely nothing we , as advisors could do about it - long, long, long hours
