Solid Company - Financial Advisor Associate PracticeCFO Employee Review

5.0
29 Apr 2024
Recommend
CEO approval
Business outlook

Pros

Leadership is strong. Stay on top of advancing technology. Treat people with respect. Strong core values. Very solid business model and client base.

Cons

Nothing really to report here. The company pays above market, provides quality staff trainings, and goes above and beyond to create a strong culture.

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PracticeCFO Response
2y
You're amazing! Thank you so much! It warms our heart that you are enjoying your time here. Please let us know if there is anything we can do to make things even better for you. Our door is always open.

Explore other reviews about PracticeCFO

5.0
10 Jul 2024
Recommend
CEO approval
Business outlook

Pros

I have been working here for a few months, and I can honestly say it has been my favorite place to work. I have worked at five separate companies before, and this is at the top of my list. The people here are super helpful, intelligent, and kind. Leadership has also been very supportive and open to new ideas. The culture of the firm is very much focused on fulfilling the potential of its employees.

Cons

We are still working on refining some of the company processes, due to growing pains. That being said, if you are creative and are willing to help build something, it provides a lot of opportunity to scratch that itch.

5.0
29 Apr 2024
Recommend
CEO approval
Business outlook

Pros

A great place to work, with plenty of opportunities for personal and professional growth. Management actively supports employees who want to take on new challenges and responsibilities. I feel genuinely appreciated for the work I do. There have been a lot of changes in processes, systems, and even team structures. While change can be unsettling at times, I've generally found that these changes are for the better, and they reflect the company's commitment to EOS.

Cons

Like any fast-growing company, things can get pretty hectic at times. The pace of work can be demanding, and there are definitely moments when it feels like there aren't enough hours in the day to get everything done. However, I've found that the challenges are worth it.

5
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PracticeCFO Response
2y
This review means the world to us! Thank you so much! We are thrilled to hear that you feel growth not just professionally, but personally as well. And we 100% hear you on the chaos of a fast-growing environment. Words cannot describe how grateful we are for the team's hard work and commitment as our small business navigates these waters. Believe us when we say that it is a top priority to effectively manage this balance and keep the team - above all else - feeling happy, valued and empowered. Thank you, thank you, thank you for your time and dedication. Please do not hesitate to reach out if there is anything you need from us, or any ways in which we can make things better for you. Our door is always open.
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