Vantaggi
building relationships with clients, many great coworkers
Svantaggi
Valueless middle managers. I get 0 feedback from management on how to be a better advisor, but I get an earful of them nit-picking nonsense, fairy-tail metrics. Do you know how Medicare coordinates with employer health insurance - if so, you are not valued here - just get your aging client base to use archaic video "chats," there is no audio connection. I know, when you facetime, skype, or teams chat, you always set up a camera to watch each other and call the other party separately, right...right? CFPs with $400 million under management, making $120-150k, advisory fees totaling $1.2 million, where does the excess go - numerous layers of middle management bean counters stealing paychecks. If you are a new advisor, or if you can't swim on your own, this is a place where you can let your mediocrity shine. If you are technically proficient, good with people, and have any amount of drive, take your talent anywhere but here.