Using their services - Recensione dipendente - Financial Advisor presso Sowell Management

2,0
22 dic 2022
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The employees are absolutely fabulous.

Svantaggi

Management could be better. Too many changes. High turnover.

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Risposta di Sowell Management
3y
Thank you for your feedback and for your great comments about our team. We are very selective when choosing new team members here at Sowell which is why we have a great culture. Our leadership team (management) has done a great job finding amazing talent to serve our advisor partners (customers). We value open, direct, honest, and healthy communication and we would love to hear from you directly so that we can more clearly understand areas we could improve. Advisor Partners (customers), like yourself, provide us great feedback about our platform so that we can continue to upgrade our offerings. Our business is fast paced and growing which is a good problem to have but can certainly make it challenging at times. Sowell has experienced explosive growth since 2016 and we love a good growth story but recognize that we have had to make changes to continue to serve our advisors well along the way. We work tirelessly to keep our advisors on the cutting edge and with the ability to scale, which requires upgrades or changes. While much thought, care, and planning goes into each change, we regret that it is not perfect. Our team takes feedback to heart and works with intention and diligence to solve issues as quickly as possible. Thanks again for your feedback. We look forward to hearing from you directly so that we can do better. We wish you much success!

Esplora altre recensioni su Sowell Management

5,0
1 feb 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

From the moment I arrived, I was able to share a vision of growth for the department and given the freedom to jump right in and get to work. It's creative, it's challenging and it's purposeful. But what I love is being part of a developing culture, that runs alongside leadership growth opportunities. The company manages its business using EOS and the structure and approach are great for business and personal growth. Sowell focuses on their culture and hires based on high character and values. It's a wonderful place to be.

Svantaggi

As a growing company, there are a few bumps and hurdles to overcome, but because they work from a cultural framework of openness, honesty, transparency and trust, we discuss the issues and work through them. No job is perfect, but this company comes pretty darn close.

4,0
15 ott 2024
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great culture. The firm lives by their core values

Svantaggi

Unclear on setting expectations for advancement in the company

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