Company that values its employees - Client Engagement Coordinator Prevail Innovative Wealth Strategies Employee Review

Amazing culture Great coaching/mentoring Great firm vision and leadership Many specialization opportunities

CRM is lacking No opportunities to be a shareholder in the firm Lacking diversity, but they’re working on it

-The best, most insightful leadership in the industry -Real, effective business mentoring to grow a 6-figure plus financial practice -A true innovator and industry leader--we're doing things other financial firms haven't even thought of yet -Amazing office culture and teamwork--we operate like a family -Truly unique client experience--we do business on the attraction/education model, and the whole client process feels so different

-If you only want to work by yourself and don't plan to collaborate with teammates, you won't like it here. -We believe details matter and we go the extra mile, so you won't like it if you want to put in minimal effort. -As a new advisor, income will be unstable, because there is no base salary. You'll need to have savings or other sources of income to live on for at least your first 90 days while you ramp your new business up.