3.0
2 Dec 2019
Former employee, more than 3 years
Recommend
CEO approval
Business outlook
Pros
Lots of support from senior advisors in your area. You don't have to know anything about investments, just building relationships with clients and prospects. Their systems and back office support will make proposals for you and guide you through anything you don't know how to do. Travel incentives and asset bonuses for assets brought in.
Cons
If you don't drink the Kool-aid it will be hard to sell their recommended products. Cheaper alternatives are available for clients elsewhere, so it becomes a moral dilemma on doing what's right vs putting food on your table. I wouldn't sign friends or family as clients simply because the fees do not justify the value provided.