3.0
Jan 4, 2013
Recommend
CEO approval
Business Outlook
Pros
Most of the employees truly care. About our clients and about the mission.
Cons
But, we've grown so much and lost sight of who we are. It's really sad. I understand that growth and the bottom line are critical to success. But some areas, like IAS (Wealth Management) are so focused (at the Sr. Level) on sales and meeting goals, that there has been tremendous turnover (both voluntary and involuntary). How does that equate to providing consistent long-term service to high net worth clients?