Don't Bother - Recensione dipendente - Financial Executive presso Trilogy Financial

2,0
19 mar 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The culture of the company is very close-knit and comfortable, and the company does provide the tools for a basic start to a financial advisor career. The training program is good for the fundamentals of the industry and is relevant to the business model the company pushes.

Svantaggi

However, despite claims of "independence", the selection of funds is really limited to the basic fund families as well as a group of basic products. During the interview process and subsequent training, there is a lack of transparency when it comes to exactly how much money one will make. If the connections aren't there or the networking doesn't yield desired contacts, there is very little room for advancement, regardless of the business one does. The business model begins with the premise of using personal contacts to start building clientele, but aside from that first piece, there is very little help offered besides the occasional event or piece of advice for direction.

Esplora altre recensioni su Trilogy Financial

5,0
19 mar 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The training is really great and so are the people. I like that I get to do interesting work and the company culture is very positive and encouraging. I definitely see tremendous growth potential here.

Svantaggi

There's none that I can think of at this time.

5,0
29 mag 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Motivating atmosphere with wonderful coworkers

Svantaggi

Great company — zero complaints here.

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