Strategies for Wealth
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RepVue Score
Strategies for Wealth
Company Rank Pending
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Rated by at least 4 unique users
At least 6 overall ratings
At least 70% verification score
Performance Category Ratings
See how employees rated Strategies for Wealth in RepVue’s key performance categories.
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Category Score
Industry Percentile
Industry Rank
Culture and Leadership
3.0
- th%of Finance orgs
# -of 378 Finance orgs
Base Compensation
1.0
- th%of Finance orgs
# -of 378 Finance orgs
Incentive Compensation Structure
4.0
- th%of Finance orgs
# -of 378 Finance orgs
Product - Market Fit
5.0
- th%of Finance orgs
# -of 378 Finance orgs
Professional Development and Training
2.0
- th%of Finance orgs
# -of 378 Finance orgs
Inbound Lead / Opportunity Flow
3.0
- th%of Finance orgs
# -of 378 Finance orgs
Diversity and Inclusion
2.0
- th%of Finance orgs
# -of 378 Finance orgs
About Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was...More
Percent that Attain Quota?
of team members typically hit their quota
Finance Industry Average
49%Global Average
44%What percent of sales reps hit quota at Strategies for Wealth?
Approximately 38% of reps at Strategies for Wealth meet or exceed their annual quota based on ratings submitted in the past year.
Employee Ratings
Total Employee Ratings
Total Ratings
?
Ratings Verified by RepVue
Verified Ratings
?
About Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was...More
Percent that Attain Quota?
of team members typically hit their quota
Finance Industry Average
49%Global Average
44%What percent of sales reps hit quota at Strategies for Wealth?
Approximately 38% of reps at Strategies for Wealth meet or exceed their annual quota based on ratings submitted in the past year.
