3,0
23 feb 2023
Ex dipendente, più di un anno
Phoenix, AZ
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
Inbound calls and Outbound calls, a good start to build skills with planning and discussing investments with clients
Svantaggi
Low salary, not a good fiduciary, they don't holistically plan like they say the do, outside accounts don't update properly if client isn't logging in consistently, thus holistic advice is not accurate as a result. Adding private equity will also slowly erode the company from the inside.