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Prevail Innovative Wealth Strategies

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Prevail Innovative Wealth Strategies Reviews

4.6

92% would recommend to a friend

(13 total reviews)
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Kerry Lawing

79% approve of CEO

92% positive business outlook

Reviews by job title

13 reviews
5.0
6 June 2020
Recommend
CEO approval
Business outlook

Pros

-The best, most insightful leadership in the industry -Real, effective business mentoring to grow a 6-figure plus financial practice -A true innovator and industry leader--we're doing things other financial firms haven't even thought of yet -Amazing office culture and teamwork--we operate like a family -Truly unique client experience--we do business on the attraction/education model, and the whole client process feels so different

Cons

-If you only want to work by yourself and don't plan to collaborate with teammates, you won't like it here. -We believe details matter and we go the extra mile, so you won't like it if you want to put in minimal effort. -As a new advisor, income will be unstable, because there is no base salary. You'll need to have savings or other sources of income to live on for at least your first 90 days while you ramp your new business up.

5.0
8 Jan 2020
Recommend
CEO approval
Business outlook

Pros

I have never felt so valued and appreciated at a work place. This company will use all your skills and make sure you know how grateful they are to have you. All of the employees are skilled and driven and love to help each other succeed. The company is growing fast and hiring people who really understand our core values and great work environment! Also it's impossible to be under caffeinated!

Cons

You will hate this place if you don't like happy, friendly, driven, and skilled coworkers.

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Prevail Innovative Wealth Strategies Response
6y
Thank you for taking the time to share your experience with Prevail! We are happy to hear that you feel valued and that your skills are acknowledged and utilized. We understand that our company is only as good as the talent we employ and aim to help every individual understand and further develop their strengths!
2.0
4 Nov 2022

Revolving Door Atmosphere for "staff"

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

There are some really great personalities here within the advisors.

Cons

Terrible leadership and no structure; revolving door for any/all "staff".

Viewing 1 - 3 of 13 Reviews

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