83% would recommend to a friend
Michael Carvin
88% approve of CEO
85% positive business outlook
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Users say... "Great people working on a mission to help people get better financial advice." "Great culture; this is even apparent from starting virtually through slack games, step challenges, virtual happy hours" "Great leadership" "out of the 5 managers, 4 were previous AEs." "workers to the management, everyone is always there to encourage and help in any way possible."
Users say... "Very clear division between actual employees and management." "Poor communication between managers, Upper management and AE’s" "Management is also very disorganized, there isn't enough structure or guidance, communication is extremely poor, and there isn't any real trust between the managers and the employees." "Pay could be better" "They setup of the sales team is quite poor, there is a year over year turnover of around 50% of sales staff and they constantly give the best opportunities to the high performing reps"
