Great place to learn - Recensione dipendente - Financial Advisor presso Exceedia

Wednesday meetings we get food and the chance to have open communication about whatever we want to talk about. We get personalized business coaching and the company is always sharing its success with us. We get the freedom to work a flexible schedule and the owner trusts us. They let us make decisions about how we want to do things as long as it is always with the clients best interest in mind. The CEO bought a massage chair so the staff have a place to relax after a hard day. The company really encourages relationships and our ideas are encouraged and often implemented.

Sometimes we hire the wrong people and it disrupts the organization. The CEO has a lot of ideas and sometimes we don't have the resources to implement all the ideas. The high standards for client planning require a lot of time and training and sometimes it's frustrating to try to learn so much. We use a lot of technology and programs and non-tech people have a difficult time

Democratic community, associates are treated with respect, primary focus is ensuring clients' needs come first before profits, vision and mission is in alignment with company culture, clients and associates love the environment, everyone is caring towards each other, the associates have their own offices with large windows, company is on the cutting edge of innovation with financial strategies, community initiatives, caring, competent, and very knowledgeable advisors

Changes in CRM, setting up the systems has been a process of learning, challenges in the beginning with associates who were not a good fit