1.0
Dec 17, 2018
Recommend
CEO approval
Business Outlook
Pros
They provide a phone and a desk, that’s about it.
Cons
70% failure rate for a reason. Place is a revolving door on all levels. Rewards people churning their own accounts or family member’s accounts for revenue. Doesn’t value real relationships - model is based on revenue not AUM. Myopic, not big picture. Hypocrisy across the board. 3 pillars of culture - do the right thing, build relationships, give back - all a bunch of corporate rhetoric - they didn’t do the right thing by me, my family or my clients, and if your revenue doesn’t meet expectations they certainly don’t care about yourrelationships. One of the worst experiences ever. Stock is at $39 for a reason !