1.0
Apr 6, 2022
Former employee, more than 10 years
Recommend
CEO approval
Business outlook
Pros
- A lot of young advisors - Some very successfuly advisors
Cons
- Management pushes products (Life & Annuity) - Products are expensive and complex - Stuck in an old pyramid schemer sales structure - They wont focus on assets / wrap fee - As you get a large amount of AUM the fee they take on those assets is a lot. - You don’t get a lot in return for the fee that take on your book - Most of the internal staff is under paid and therefore they are not good at moving the ball and making change