3,0
20 ago 2014
Dipendente attuale, più di un anno
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
Product offerings are diverse and not exclusive so can compete easily. People and software help you to select a fitting product for the client.
Svantaggi
CPAs need to issue engagement letters and LPL will not approve them as they can conflict with LPL account agreements. The commissions by client are understated for life insurance, making it difficult to disclose an accurate total commission to the client, another CPA requirement.