I’m in a newly created role that was originally a “consultant” approach with 80+ advisors now morphed into just a planner role where I’m actually doing the plans. I was going to have metrics based on touches and plans reviewed, now my success is 100% tied to revenue as a result of my plan. I’ve been in the role less than a year, 3 month into hearing about the revenue goal and was just on a call with my manager where he brought in HR and told me I was underperforming. Continued in comment…..

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Posting as :
works at
You are currently posting as works at

Run from this organization…. It is important that Financial plans are accurate…. Clients count on them to make decisions that years later will determine how they live in retirement. They are not a sales tool. Basing your compensation on incoming revenue is absolutely a conflict of interest.

PS…. As a woman I think your post is playing the “woman card” which is probably not appropriate for your future success.

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I’d low ball you if I spelled role as “roll”

funny

Typed it up using voice text, didn’t read over yet as was trying to finish in comments.

The written memo stated we previously discussed my performance, which all I’ve ever heard is I’m doing great for a brand new role, so he hasn’t said a word about not meeting expectations. I was so blindsided. BUT I recently had a senior leader come to me AFTER my manager did a plan for him and asked me to look over it because he was confused and didn’t get the answers he was looking for. Am I crazy, could he have heard about this and is now pissed at me? I dont think he likes me in general because I’m direct and ask a lot of questions (I’m a woman).

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