Good at acquisitions and recruiting advisors.
Midwestern vibes. People are friendly, aside from senior management
Diverse backgrounds, accountability, motivated professionals, easy to get along with
The team I interviewed with. Case studies as part of process.
Sick days / PTO less generous than rivals. Worse pay rates, lower, less frequent bonuses. Smaller firm, has less money to pay but it's still not enough in light of the big firms in town. Very inflexible with remote work
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