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CSM Training in Oct 2021

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Has anyone done the Blackstone pymetrics?
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As the BOA its all depending on the advisor you work for.
The one I worked with was cheap with the bonuses, a micromanaging controler. And cruel
Jones views the account and client as theirs. They go after people who leave and try to take clients with them so be careful. Also they've been known for wanting one advisor, one admin per office so no teaming. If you like to work with colleagues you should be aware of that and choose carefully.
This is no longer true. Jones has teaming.
Been here for 6 years and couldn’t be happier. Great support and training for advisors starting out. Very strong culture where fellow advisors are willing to help each other. We have one of the best compensation models for a W2 employee firm for high producers with profit sharing bonuses. Autonomy to run our practices how we want as long as we are running a client first ethical practice. No branch manager telling you what to do.
Are you an experienced FA with a portable book?
Client first until you bump heads with higher leaders. Client‘s choice doesn’t matter. A W2 employee is an at will employee who only works that book of business for EDJ. The nepotism and favoritism is out of hand. 15+ years so I had “made it” until a new person came and wanted to control the entire city personal friends/family. Legal, Ethical and Profitable are guarantees of the past. I saw many AL take over and ask RL to step down then next year it’s a new AL who then doesn’t like the new RL. Way too many politics.