1,0
6 apr 2022
Ex dipendente, più di 10 anni
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
- A lot of young advisors - Some very successfuly advisors
Svantaggi
- 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