Working closely with my clients to support achieving their financial goals.
When other teams collaborate with one another and everyone are easily approached.
Helping clients on a daily basis and the confidence they show in me.
the choice of product of platform available and the liberty to choose which to use or not
Great culture, great colleagues, great boss
Great clients. Great colleagues. Great boss
Company is being run by unqualified managers
No attempt to raise advisors organically from within. Extremely lax Covid policies that put hundreds of home office staff at risk. Inefficient capital allocation to home office systems leads to manual processes that result in errors and omissions which drives down profitability
everything is going wrong and everyone is leaving
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