
Collaborative, helpful, focused on clients
Review from Sales Dept
The emphasis on hard work but also flexibility
Accepting and kind in any office
Review from Admin Dept
The drive to help each other.
Connected to others through story and vision
OK boomer you are too old
Culture is slipping. Advisor, Staff and clients not very important any longer.
It is an environment that urges us to grow and continue learning.
Everyone cares and is willing to help
Employees are super helpful, you can always find someone to help or to answer a question.
I have good job security.
Working with the clients and helping them develop strategies
very positive culture at work
Regional culture is amazing, Home office down is where the problems exist.
Everyone has a voice and is respected
Setting client needs first, helping them reach their goals
Independent offices where we have autonomy
Bring my full self to work, i have a voice and genetally feel valued, supported and respected
The company ethics are high amd clients are at the center if everything we do
We (the associates) make it the best that we can working with each other. However, the nationwide branches that we support belittle and verbally abuse us often. This has been brought to the attention of the firm on multiple occasion. Many have exited the firm as a result of the disregard.
Keep your word and alliw for work from Home iptions no matter where you live
accept all views, not just yours
Leadership should do a better job recognizing people who actually contribute to the company success.
Review from Finance Dept