Related Posts
What all perks MSCI joiner can expect?
More Posts
Any sucessful ivf experience with DOR ?
Top in-house agencies in NY right now?
Additional Posts in Financial Advisors
What is your close ratio with walk ins/call ins?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.




Last time I had discussions with them , they were looking for a rather large AUM commitment first couple of years without much incentive to go . Perhaps things have changed . I didn't feel they were agile / efficient enough to onboard clients either . Perhaps that got better , not sure .
I used to work in marketing for them. I believe production targets are significant after the first year or two, but the training is supposed to be very good.
Culture wise, I really liked the firm. Very smart, driven people. Most FAs are genuinely nice (a few can be rude but that’s everywhere). Seem to try to equip their advisors to succeed. Can’t speak highly enough.
Closed architecture model can be tough for some (though they now are open to ETFs).