
Collaborative, generally nice, and professional
Review from Sales Dept
The team is super helpful
I don't do team meetings
Review from Admin Dept
Mist if us get along really well and suppirt each other.
Open honest caring supportive family
We trust each other and have each others back
We are a family in our care for each other, including office advisors helping advisors and branch administrator doing the same. We are the profit center and our support teams treat us with care and we appreciate them.
We communicate well and share the concern of the client's wellbeing
Partner together to deliver excellent service.
Review from Customer Support Dept
Everyone is helpful and knowledgeable
We genuinely care for one another and want each other to succeed.
Review from Finance Dept
Our team is great at sharing tips and tricks to improve process and educate our clients. A real effort is made to welcome and support new and seasoned employees. We also get together often for team building events.
They are very smart and capable people.
good team to work with
We actually care about each other.
The local branch teams are amazing. THis is not an employee problem, its a executive management problem, which is why they are losing FA's at an incredible rate.
They do keep us posted on changes.
Review from Marketing Dept
I enjoy the privilege to work with hard-working, knowledgeable financial professionals. They are supportive, caring, and focused on serving clients.
Collaboration and empowerment to meet goals
they were movitated, skilled, prepared, hungry, driven and competitive. they will also teach and provide knowledge and wisdom to the newer team memebers.
Review from Sales Dept
Be more inclusive with product ideas and opportunities to grow
Rogjt now yhey are via zoom and that is hard
better team work and fair work division
Review from Admin Dept
Need to improve what the experience is like for diverse employees
Review from Sales Dept
Unclear roles. Too many cooks in the kitchen,
Review from Finance Dept