Current Employee3.1Oct 15, 2024I enjoy my experience, but want a company I can work on closing at higher rates.
Current Employee2.7Feb 14, 2024My overall experience was mediocre. Decent place to get started in the industry. Not great for long term career.
My overall experience was mediocre. Decent place to get started in the industry. Not great for long term career.
Former Employee3.0Oct 19, 2023A great opportunity for those that want to drive & endure volume / quantify at the potential sacrifice of quality. Practices are 100% advisor owned and require a financal dilligence to manage higher operational costs. Recurring revenue streams can be built across a variety of product verticals.
A great opportunity for those that want to drive & endure volume / quantify at the potential sacrifice of quality. Practices are 100% advisor owned and require a financal dilligence to manage higher operational costs. Recurring revenue streams can be built across a variety of product verticals.
