Current Employee3.0Sep 9, 2025It is a good company but tough finding clients through your own personal connections.
Former Employee2.7Aug 31, 2023Not enough training on anything other than insurance. Suedo financial advisors.
Former Employee3.0Oct 19, 2023A great opportunity for those that want to drive & endure volume / quantify at the potential sacrifice of quality. Practices are 100% advisor owned and require a financal dilligence to manage higher operational costs. Recurring revenue streams can be built across a variety of product verticals.
A great opportunity for those that want to drive & endure volume / quantify at the potential sacrifice of quality. Practices are 100% advisor owned and require a financal dilligence to manage higher operational costs. Recurring revenue streams can be built across a variety of product verticals.
