3.0
Dec 13, 2024
Former employee, less than 1 year
Recommend
CEO approval
Business outlook
Pros
Good structure of their platform for advisors. A good comprehensive financial firm. They have a good relationship with carriers. The idea of set for you appointments is good but needs further development.
Cons
While onboarding the expectation given is 20 appointments a week set for you in your calendar. I averaged 8 appointments a week with some weeks one appointment. This is the only drawback.