1.0
May 14, 2026
Disorganized Environment with Questionable Practices
Anonymous employee
Former employee, more than 1 year
Dallas, TX
Recommend
CEO approval
Business Outlook
Pros
- Opportunity to learn basic prospecting and sales skills if you’re completely new (you can get this anywhere)
Cons
- Lack of structured systems, processes, and consistent training - Leadership lacks clear direction and consistency, which creates confusion and instability - Heavy emphasis on experimentation with advisors’ careers rather than developing a repeatable, proven model - Questionable and unethical business practices at times that can put employees in uncomfortable situations - High turnover, which speaks to broader cultural and operational issues - Many of the 5-star reviews have been written by employees while still at the firm, encouraged internally, which does not reflect the long-term experience